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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 %
JDR
2726
Jay D. Rosenbaum
-$303K -1,178 Closed
TCM
2727
Triumph Capital Management
Colorado
-$296K -1,150 Closed
SC
2728
Summa Corp
Texas
-$276K -1,075 Closed
FA
2729
Fiducient Advisors
Illinois
-$274K -1,066 Closed
TBWA
2730
Three Bridge Wealth Advisors
California
-$271K -1,056 Closed
ZF
2731
Zega Financial
Florida
-$270K -1,050 Closed
PTCG
2732
Pring Turner Capital Group
California
-$269K -1,046 Closed
CWM
2733
Concentric Wealth Management
California
-$267K -1,039 Closed
CA
2734
CV Advisors
Florida
-$257K -1,000 Closed
OHWA
2735
Oak Hill Wealth Advisors
Virginia
-$255K -992 Closed
CIC
2736
Carnegie Investment Counsel
Ohio
-$243K -944 Closed
MAM
2737
MMA Asset Management
Pennsylvania
-$240K -935 Closed
HWP
2738
Heritage Wealth Partners
Ohio
-$240K -933 Closed
VHAM
2739
Van Hulzen Asset Management
California
-$236K -919 Closed
LCM
2740
LRT Capital Management
Texas
-$236K -918 Closed
DBRC
2741
D.B. Root & Company
Pennsylvania
-$236K -918 Closed
4WM
2742
49 Wealth Management
Texas
-$234K -914 Closed
PCMH
2743
Polymer Capital Management (HK)
Hong Kong
-$231K -900 Closed
LF
2744
Lantz Financial
Illinois
-$231K -899 Closed
MS
2745
Maven Securities
Jersey
-$231K -899 Closed
AA
2746
Apriem Advisors
California
-$231K -897 Closed
CANY
2747
Caxton Associates (New York)
New York
-$229K -891 Closed
AWM
2748
Ariadne Wealth Management
California
-$227K -883 Closed
FWM
2749
Foguth Wealth Management
Michigan
-$224K -872 Closed
CWM
2750
Campbell Wealth Management
Virginia
-$224K -871 Closed