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
37.95%
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 %
OAM
351
Oppenheimer Asset Management
New York
$33M -$24.1M -88,139 -42%
RG
352
Renaissance Group
Kentucky
$32.9M +$492K +1,796 +2%
PP
353
Prudential plc
United Kingdom
$32.7M +$6.04M +22,054 +23%
MOACM
354
Mutual of America Capital Management
New York
$32.7M -$869K -3,175 -3%
GA
355
GuoLine Advisory
Singapore
$32.3M
Connor, Clark & Lunn Investment Management (CC&L)
356
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$32.2M -$80.3M -293,386 -71%
Group One Trading
357
Group One Trading
Illinois
$32.2M +$10.4M +38,030 +48%
VA
358
Vident Advisory
Georgia
$32M -$2.33M -8,518 -7%
NAM
359
Nissay Asset Management
Japan
$31.9M +$605K +2,212 +2%
MME
360
Meag Munich Ergo
Germany
$31.8M +$19.3M +70,580 +155%
HCMG
361
Howard Capital Management Group
California
$31.4M -$4.38K -16 -0%
SFA
362
Sequoia Financial Advisors
Ohio
$31.2M -$821K -2,998 -3%
SOADOR
363
State of Alaska Department of Revenue
Alaska
$30.8M +$1.9M +6,925 +7%
Pathstone Holdings
364
Pathstone Holdings
New Jersey
$30.2M -$9.31K -34 -0%
OSAM
365
O'Shaughnessy Asset Management
Connecticut
$30M +$2.75M +9,414 +10%
HNB
366
Huntington National Bank
Ohio
$30M -$11.5M -42,136 -28%
Lido Advisors
367
Lido Advisors
California
$29.6M +$3.13M +11,437 +12%
WT
368
Whittier Trust
California
$29.6M +$207K +758 +0.7%
MAM
369
Magellan Asset Management
Australia
$29.4M +$1.34M +4,881 +5%
CA
370
Commerzbank Aktiengesellschaft
Germany
$29.3M -$44.3K -162 -0.2%
BP
371
BNP Paribas
France
$29.2M -$24.8M -90,166 -46%
UCFA
372
United Capital Financial Advisors
Texas
$29.2M +$226K +824 +0.8%
WorldQuant Millennium Advisors
373
WorldQuant Millennium Advisors
New York
$29.1M -$37M -135,094 -56%
CCM
374
Chilton Capital Management
Texas
$28.4M +$1.78M +6,515 +7%
EWA
375
EP Wealth Advisors
California
$28M +$19.8M +72,362 +241%