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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 %
TRCT
451
Tower Research Capital (TRC)
New York
$19.8M +$4.6M +16,803 +30%
HIP
452
HUB Investment Partners
Texas
$19.6M -$206K -754 -1%
PAG
453
Private Advisor Group
New Jersey
$19.5M -$529K -1,933 -3%
TP
454
TenCore Partners
New York
$19.4M -$9.46M -34,550 -33%
DWP
455
Daymark Wealth Partners
Ohio
$19.3M +$43.6K +396 +0.2%
PWLP
456
Prio Wealth Limited Partnership
Massachusetts
$19.2M -$1.65M -6,045 -8%
WT
457
Washington Trust
Rhode Island
$19.2M +$36.1K +132 +0.2%
OPS
458
Orion Portfolio Solutions
Nebraska
$19.2M -$8.19M -29,922 -30%
BCI
459
Brinker Capital Investments
Pennsylvania
$19.2M -$8.19M -29,922 -30%
ACM
460
Alight Capital Management
New York
$19.2M +$13.2M +48,086 +219%
MAM
461
Martingale Asset Management
Massachusetts
$19.1M -$4.49M -16,421 -19%
OCM
462
Osterweis Capital Management
California
$19.1M +$18.3M +67,041 +2,488%
QFA
463
Quattro Financial Advisors
Texas
$18.8M -$2.89M -10,000 -13%
CWM
464
Congress Wealth Management
Massachusetts
$18.7M +$4.58M +16,747 +33%
HTC
465
Haverford Trust Company
Pennsylvania
$18.6M +$17.5M +63,838 +1,555%
GVAG
466
Great Valley Advisor Group
Delaware
$18.6M +$2.64M +9,644 +17%
KPWS
467
Kestra Private Wealth Services
Texas
$18.6M -$922K -3,367 -5%
KRS
468
Kentucky Retirement Systems
Kentucky
$18.5M -$1.56M -5,684 -8%
EB
469
Eastern Bank
Massachusetts
$18.5M +$3.61M +13,181 +24%
LIP
470
Lighthouse Investment Partners
Florida
$18.4M -$9.22M -33,696 -33%
CIA
471
CCM Investment Advisers
South Carolina
$18.4M +$542K +1,981 +3%
MC
472
MIG Capital
California
$18.3M +$18.3M +66,802 New
PA
473
Parallel Advisors
California
$18.3M +$155K +568 +0.9%
IC
474
Immersion Capital
United Kingdom
$18.1M -$5.09M -18,600 -22%
JAM
475
Jupiter Asset Management
United Kingdom
$17.9M +$17.9M +65,369 New