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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 %
FCH
426
Freestone Capital Holdings
Washington
$22.2M +$3.76M +13,746 +20%
ONB
427
Old National Bancorp
Indiana
$21.9M +$395K +1,444 +2%
KC
428
Kadensa Capital
Hong Kong
$21.7M +$1.85M +6,761 +9%
AI
429
Atria Investments
North Carolina
$21.6M -$6.88M -25,142 -24%
NPT
430
Nixon Peabody Trust
Massachusetts
$21.4M +$155K +568 +0.7%
FLPIM
431
F.L. Putnam Investment Management
Massachusetts
$21.4M +$981K +4,147 +5%
DILIC
432
Dai-ichi Life Insurance Company
Japan
$21.4M +$1.56M +5,700 +8%
MIA
433
MMBG Investment Advisors
Florida
$21.3M +$429K +1,568 +2%
FMI
434
Factory Mutual Insurance
Massachusetts
$21.3M -$356K -1,300 -2%
MFAM
435
Motley Fool Asset Management
Virginia
$21.2M -$143K -527 -0.7%
UF
436
Univest Financial
Pennsylvania
$21.2M +$15.9M +58,188 +303%
Carson Wealth (CWM LLC)
437
Carson Wealth (CWM LLC)
Nebraska
$21.1M +$1.3M +4,744 +7%
AAS
438
Avantax Advisory Services
Texas
$21.1M +$1.72M +6,270 +9%
AHB
439
Abner Herrman & Brock
New Jersey
$21M -$1.12M -4,093 -5%
ACM
440
Aquatic Capital Management
Illinois
$20.9M +$20.9M +76,400 New
GIBU
441
Gulf International Bank (UK)
United Kingdom
$20.9M -$958K -3,500 -4%
PCMC
442
Paragon Capital Management (Colorado)
Colorado
$20.8M
AAS
443
Annex Advisory Services
Wisconsin
$20.7M +$1.71M +6,260 +9%
KCM
444
Kodai Capital Management
Illinois
$20.6M +$20.6M +75,176 New
IG
445
Ithaka Group
Virginia
$20.3M -$734K -2,683 -3%
IC
446
Iconiq Capital
California
$20.1M +$19.9M +72,606 +9,191%
FSA
447
Franklin Street Advisors
North Carolina
$20M +$2.67M +9,768 +15%
CA
448
Clearstead Advisors
Ohio
$20M -$245K -894 -1%
GIM
449
Generate Investment Management
New Zealand
$19.9M +$13.5M +49,466 +213%
YC
450
Yarbrough Capital
Tennessee
$19.8M