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 %
MFIM
401
Mesirow Financial Investment Management
Illinois
$25.1M +$3.83K +14 +0%
BFO
402
Boston Family Office
Massachusetts
$25.1M +$178K +650 +0.7%
Acadian Asset Management
403
Acadian Asset Management
Massachusetts
$25M -$20.4M -74,481 -45%
NA
404
NewEdge Advisors
Louisiana
$24.9M +$5.54M +20,254 +29%
DLA
405
Douglas Lane & Associates
New York
$24.8M +$24.8M +90,637 New
TIAA Trust, National Association
406
TIAA Trust, National Association
North Carolina
$24.7M -$6.06M -22,140 -20%
VPIM
407
Vanguard Personalized Indexing Management
California
$24.5M +$3.27M +11,958 +15%
HPG
408
Harvest Portfolios Group
Ontario, Canada
$24.4M +$2.92M +10,656 +14%
EAM
409
Eagle Asset Management
Florida
$24.2M +$6.93M +21,540 +40%
UB
410
UMB Bank
Missouri
$24.2M -$278K -1,015 -1%
OAC
411
OMERS Administration Corp
Ontario, Canada
$24M +$1.75M +6,400 +8%
Pacer Advisors
412
Pacer Advisors
Pennsylvania
$23.9M -$2.44M -8,928 -9%
CTI
413
Community Trust & Investment
Kentucky
$23.9M +$303K +1,107 +1%
Impax Asset Management Group
414
Impax Asset Management Group
United Kingdom
$23.8M -$25.6M -93,584 -52%
VCM
415
Valiant Capital Management
California
$23.7M -$10.3M -37,487 -30%
QCM
416
Quantinno Capital Management
New York
$23.5M +$4.29M +15,675 +22%
PAI
417
Pittenger & Anderson Inc
Nebraska
$23.5M +$19.7K +72 +0.1%
RC
418
RDST Capital
Washington
$23.3M -$3.41M -12,475 -13%
BCAM
419
Boston Common Asset Management
Massachusetts
$23.1M -$2.31M -8,444 -9%
LIP
420
Liontrust Investment Partners
United Kingdom
$23M
OPERF
421
Oregon Public Employees Retirement Fund
Oregon
$22.7M -$144K -526 -0.6%
CFB
422
Cullen/Frost Bankers
Texas
$22.6M +$261K +953 +1%
DIA
423
Dana Investment Advisors
Wisconsin
$22.6M -$1.46M -5,339 -6%
DIA
424
Davidson Investment Advisors
Montana
$22.4M +$1.01M +3,672 +5%
CFG
425
Citizens Financial Group
Rhode Island
$22.4M +$190K +694 +0.9%