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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 %
CMS
2751
Capital Market Strategies
Florida
-$213K -829 Closed
ASC
2752
Atalanta Sosnoff Capital
New York
-$209K -812 Closed
EWM
2753
Elevatus Welath Management
New York
-$207K -806 Closed
FW
2754
FullCircle Wealth
Texas
-$201K -803 Closed
AIM
2755
Alhambra Investment Management
Florida
-$205K -798 Closed
RCA
2756
Ranch Capital Advisors
Florida
-$205K -798 Closed
TA
2757
Townsend & Associates
Colorado
-$209K -796 Closed
GWP
2758
Gateway Wealth Partners
Wisconsin
-$203K -789 Closed
AWA
2759
Aletheian Wealth Advisors
Washington
-$202K -786 Closed
RWM
2760
Revisor Wealth Management
Ohio
-$201K -783 Closed
CB
2761
Chris Bulman
California
-$186K -722 Closed
A
2762
AlphaQuest
New York
-$161K -628 Closed
RFG
2763
RFP Financial Group
Georgia
-$95.4K -371 Closed
TFF
2764
The Family Firm
Maryland
-$87.8K -341 Closed
RWMG
2765
Redwood Wealth Management Group
New Jersey
-$84.3K -328 Closed
GA
2766
GFS Advisors
Texas
-$950K -300 Closed
IWA
2767
IBEX Wealth Advisors
New Jersey
-$72K -280 Closed
JSAM
2768
J. Safra Asset Management
New York
-$57.8K -225 Closed
EC
2769
EntryPoint Capital
New York
-$55.5K -216 Closed
RFA
2770
Register Financial Advisors
Georgia
-$46.3K -180 Closed
LIA
2771
Lynx Investment Advisory
District of Columbia
-$40.1K -156 Closed
QL
2772
Quarry LP
New York
-$27.8K -108 Closed
VWM
2773
Valley Wealth Managers
New Jersey
-$20.6K -80 Closed
FWA
2774
FSC Wealth Advisors
New York
-$17.5K -68 Closed
KFS
2775
Kelly Financial Services
Massachusetts
-$17.2K -67 Closed