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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 %
AAM
326
Aureus Asset Management
Massachusetts
$36.8M -$324K -1,182 -0.9%
Wealth Enhancement Advisory Services
327
Wealth Enhancement Advisory Services
Minnesota
$36.6M +$716K +2,616 +2%
AWM
328
AE Wealth Management
Kansas
$36.5M -$4.79M -17,502 -12%
HAM
329
Hyperion Asset Management
Australia
$36.3M -$4.96M -18,117 -12%
DCP
330
Distillate Capital Partners
Illinois
$36.2M +$364K +1,331 +1%
Cambridge Investment Research Advisors
331
Cambridge Investment Research Advisors
Iowa
$36.1M +$73.4K +268 +0.2%
SEM
332
Suncoast Equity Management
Florida
$36.1M -$2.34M -8,542 -6%
AssetMark Inc
333
AssetMark Inc
California
$35.9M +$3.98M +14,551 +12%
KWM
334
Kingsview Wealth Management
Oregon
$35.9M +$4.25M +15,517 +13%
RCM
335
Rokos Capital Management
United Kingdom
$35.7M -$180M -659,258 -83%
SCM
336
Silvant Capital Management
Georgia
$35.7M -$96.2K -351 -0.3%
HCM
337
Hollencrest Capital Management
California
$34.9M +$103K +375 +0.3%
KAS
338
Kestra Advisory Services
Texas
$34.6M -$2.44M -8,904 -7%
YCM
339
Yousif Capital Management
Michigan
$34.5M -$458K -1,672 -1%
SCTC
340
Sanibel Captiva Trust Company
Florida
$34.5M +$15.9K +58 +0%
NC
341
NZS Capital
Colorado
$33.9M +$4.46M +16,303 +15%
BPWM
342
Badgley Phelps Wealth Managers
Washington
$33.8M +$162K +591 +0.5%
BAMF
343
BI Asset Management Fondsmaeglerselskab
Denmark
$33.6M +$2.39M +8,742 +8%
APG Asset Management
344
APG Asset Management
Netherlands
$33.5M -$156M -635,322 -82%
GC
345
Guggenheim Capital
Illinois
$33.4M -$1.74M -6,373 -5%
MGI
346
MayTech Global Investments
New York
$33.3M +$5.19M +18,961 +18%
AIM
347
Allen Investment Management
New York
$33.3M
SPIA
348
Steward Partners Investment Advisory
New York
$33.3M +$635K +2,319 +2%
PNC
349
Park National Corp
Ohio
$33.1M +$32.6M +119,250 +7,453%
CTC (Chicago Trading Company)
350
CTC (Chicago Trading Company)
Illinois
$33.1M +$15.9M +57,971 +92%