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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
37.96%
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 %
DPIM
2701
Duff & Phelps Investment Management
Illinois
-$572K -2,223 Closed
IA
2702
IFG Advisory
Georgia
-$569K -2,211 Closed
SAM
2703
Strategy Asset Managers
California
-$464K -2,197 Closed
RIM
2704
Redwood Investment Management
Arizona
-$505K -2,083 Closed
VC
2705
Vicus Capital
Pennsylvania
-$518K -2,014 Closed
CIM
2706
Contravisory Investment Management
Massachusetts
-$475K -1,846 Closed
3IP
2707
3Chopt Investment Partners
Virginia
-$454K -1,765 Closed
HFA
2708
Harbert Fund Advisors
Alabama
-$450K -1,750 Closed
WF
2709
Wayfinding Financial
Washington
-$439K -1,708 Closed
VAG
2710
VisionPoint Advisory Group
Texas
-$420K -1,633 Closed
TA
2711
TrueWealth Advisors
Alabama
-$411K -1,599 Closed
SGAM
2712
Smith Group Asset Management
Texas
-$393K -1,528 Closed
GCP
2713
Garda Capital Partners
Minnesota
-$392K -1,523 Closed
DC
2714
Diametric Capital
Massachusetts
-$381K -1,482 Closed
TWP
2715
Triad Wealth Partners
Kansas
-$369K -1,437 Closed
Point72 Asset Management
2716
Point72 Asset Management
Connecticut
-$360K -1,400 Closed
EP
2717
Edgestream Partners
New Jersey
-$359K -1,398 Closed
FFA
2718
Fortune Financial Advisors
Kansas
-$347K -1,349 Closed
VCG
2719
Vantage Consulting Group
Virginia
-$344K -1,339 Closed
VCWA
2720
Vanguard Capital Wealth Advisors
Colorado
-$322K -1,251 Closed
PCS
2721
Private Client Services
Kentucky
-$320K -1,246 Closed
MG
2722
Meritage Group
California
-$320K -1,243 Closed
GCA
2723
Guardian Capital Advisors
Ontario, Canada
-$311K -1,230 Closed
CIS
2724
Custom Index Systems
New York
-$314K -1,220 Closed
WAM
2725
WNY Asset Management
New York
-$308K -1,197 Closed