CRM icon

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
37.96%
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 %
HWA
2601
HHM Wealth Advisors
Tennessee
$4.65K -$4.38K -16 -48%
TWD
2602
True Wealth Design
Ohio
$4.65K
WOSD
2603
WFA of San Diego
California
$4.65K
LAM
2604
Lummis Asset Management
Texas
$4.38K +$547 +2 +14%
FIA
2605
FPC Investment Advisory
California
$4.27K
WOC
2606
West Oak Capital
California
$4.09K
KFP
2607
Keener Financial Planning
Texas
$4K
CA
2608
Centerpoint Advisors
Massachusetts
$4K
WCM
2609
Westend Capital Management
California
$3.83K
IAIM
2610
International Assets Investment Management
Florida
$3.66K +$3.65K +998,628 +23,664%
SWM
2611
Sanctuary Wealth Management
Idaho
$3.56K
RDFA
2612
Ritter Daniher Financial Advisory
Ohio
$2.74K
MFG
2613
Mendota Financial Group
Wisconsin
$2.46K +$548 +2 +29%
JFG
2614
JDM Financial Group
Texas
$2.46K +$2.46K +9 New
TLCM
2615
Twin Lakes Capital Management
California
$2.2K
CIAS
2616
CBIZ Investment Advisory Services
Ohio
$2.19K +$2.19K +8 New
MFS
2617
Mattson Financial Services
Michigan
$2.06K
DI
2618
DAGCO Inc
Ohio
$1.92K -$684K -2,500 -100%
DF
2619
DecisionPoint Financial
Arizona
$1.64K
PCM
2620
Perritt Capital Management
Illinois
$1.37K
IA
2621
IFS Advisors
Kansas
$821
PI
2622
PEAK6 Investments
Illinois
$676 -$33.2M -98,215 -100%
SWS
2623
SYSTM Wealth Solutions
Illinois
$548 -$66.6K -243 -99%
KHC
2624
Koesten Hirschmann & Crabtree
Kansas
$275
DWM
2625
Dogwood Wealth Management
Kansas
$34 -$31