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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 %
HI
2576
Hoey Investments
Pennsylvania
$11.6K
MBFW
2577
Morton Brown Family Wealth
Pennsylvania
$11.5K
UCI
2578
Uncommon Cents Investing
Wisconsin
$11.5K +$11.5K +42 New
CB
2579
Centennial Bank
Arkansas
$10.9K -$17.8K -65 -62%
CCA
2580
Criterion Capital Advisors
Tennessee
$10.8K
AWM
2581
Atticus Wealth Management
Florida
$10.1K -$2.74K -10 -21%
ACM
2582
Anfield Capital Management
California
$10.1K +$6.84K +25 +208%
NAAA
2583
New Age Alpha Advisors
New York
$9.58K
HGA
2584
Hobbs Group Advisors
South Carolina
$8.76K
GIM
2585
Gold Investment Management
Alberta, Canada
$8.49K
OSNBOA
2586
Old Second National Bank of Aurora
Illinois
$8.49K
TCM
2587
TD Capital Management
Tennessee
$7.12K +$4.66K +17 +189%
BG
2588
Bollard Group
Massachusetts
$7K
CJH
2589
Christopher J. Hasenberg
Wisconsin
$7K
PWA
2590
Provenance Wealth Advisors
Florida
$6.84K
MFT
2591
Moisand Fitzgerald Tamayo
Florida
$6.84K
PS
2592
PayPay Securities
Japan
$6.57K +$1.37K +5 +26%
JGIA
2593
Jackson Grant Investment Advisers
Connecticut
$6.02K
TCM
2594
TruNorth Capital Management
Michigan
$5.75K
TFA
2595
Toth Financial Advisory
Virginia
$5.48K +$3.83K +14 +233%
RAM
2596
Riggs Asset Management
Pennsylvania
$5.2K +$274 +1 +6%
HWM
2597
HighMark Wealth Management
Minnesota
$5.2K -$274 -1 -5%
LWA
2598
Lowe Wealth Advisors
Maryland
$4.93K
RL
2599
Rogco LP
Oklahoma
$4.93K +$4.93K +18 New
CA
2600
Claris Advisors
Missouri
$4.93K +$4.93K +18 New