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Salesforce

2,624 hedge funds and large institutions have $205B invested in Salesforce in 2024 Q3 according to their latest regulatory filings, with 216 funds opening new positions, 1,126 increasing their positions, 1,002 reducing their positions, and 161 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,624
Holders Change
+25
Holders Change %
+0.96%
% of All Funds
37.95%
Holding in Top 10
73
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-5.19%
% of All Funds
1.06%
New
216
Increased
1,126
Reduced
1,002
Closed
161
Calls
$5.24B
Puts
$5.3B
Net Calls
-$53.8M
Net Calls Change
-$15.8M
Name Holding Trade Value Shares
Change
Shares
Change %
BAM
2551
Bellevue Asset Management
Washington
$19.2K
CAM
2552
Costello Asset Management
Pennsylvania
$18.9K
OLVIG
2553
Oliver Lagore Vanvalin Investment Group
Michigan
$18.3K
LFASL
2554
Lugano Financial Advisors SA (LFA)
Switzerland
$17K
PIS
2555
POM Investment Strategies
North Carolina
$16.7K -$24.1K -88 -59%
NMM
2556
Naples Money Management
Florida
$16.4K -$821 -3 -5%
TC
2557
Trust Company
Kansas
$16.4K
PP
2558
PFS Partners
New Jersey
$15.9K
NC
2559
NewSquare Capital
Pennsylvania
$15.9K -$4.75M -17,350 -100%
CWA
2560
Carolina Wealth Advisors
South Carolina
$15.1K +$7.94K +29 +112%
PCC
2561
Park Circle Company
Maryland
$14.8K
CP
2562
Castleview Partners
Texas
$14.5K -$708K -2,585 -98%
VWWMG
2563
Vermillion & White Wealth Management Group
Pennsylvania
$14K
FFA
2564
Fairfield Financial Advisors
Massachusetts
$13.7K
RWA
2565
Redmont Wealth Advisors
Illinois
$13.7K
LB
2566
Legacy Bridge
Iowa
$13.7K
MFC
2567
Mechanics Financial Corp
Ohio
$13.7K
CHA
2568
Carmichael Hill & Associates
Maryland
$13.4K +$6.84K +25 +104%
MIM
2569
Macroview Investment Management
Maryland
$13.2K
PP
2570
PrairieView Partners
Minnesota
$13K
EA
2571
Evolution Advisers
Virginia
$13K
AT
2572
Arlington Trust
Alabama
$12.9K
NECFA
2573
New England Capital Financial Advisors
Connecticut
$12.4K
Cohen & Steers
2574
Cohen & Steers
New York
$12K -$12.3K -45 -51%
HFS
2575
HBC Financial Services
Washington
$12K +$12K +43 New