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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 %
MGP
501
Metis Global Partners
California
$16M +$394K +1,440 +3%
WF
502
WoodTrust Financial
Wisconsin
$15.9M +$519K +1,897 +3%
OBAM
503
ODDO BHF Asset Management
France
$15.9M +$15.9M +58,061 New
CAM
504
Cidel Asset Management
Ontario, Canada
$15.9M +$106K +389 +0.7%
PCIA
505
Prime Capital Investment Advisors
Kansas
$15.9M +$1.9M +6,938 +14%
BAAM
506
Baker Avenue Asset Management
California
$15.9M +$3.71M +13,540 +30%
BPA
507
Beacon Pointe Advisors
California
$15.8M -$666K -2,432 -4%
ADEF
508
Adams Diversified Equity Fund
Maryland
$15.7M -$1.48M -5,400 -9%
A
509
Allianz
Germany
$15.6M +$2.08M +7,601 +15%
CFM
510
Coronation Fund Managers
South Africa
$15.5M +$15.5M +56,683 New
BCM
511
Brookstone Capital Management
Illinois
$15.5M +$1.27M +4,642 +9%
Envestnet Portfolio Solutions
512
Envestnet Portfolio Solutions
Illinois
$15.4M -$1.17M -4,267 -7%
CC
513
Cornerstone Capital
California
$15.3M
FFB
514
First Financial Bankshares
Texas
$15.3M +$121K +442 +0.8%
RIM
515
Rakuten Investment Management
Japan
$15.2M +$3.77M +13,626 +33%
BFS
516
Bradley Foster & Sargent
Connecticut
$15.1M +$304K +1,110 +2%
PFS
517
Prospera Financial Services
Texas
$15M +$1.11M +4,047 +8%
LSERS
518
Louisiana State Employees Retirement System
Louisiana
$14.9M -$109K -400 -0.7%
KOCAA
519
Knights of Columbus Asset Advisors
Connecticut
$14.9M +$2.77M +10,123 +23%
WIA
520
World Investment Advisors
California
$14.9M +$12.7M +46,324 +570%
JRP
521
Jasper Ridge Partners
California
$14.8M -$19.7K -72 -0.1%
MSRPS
522
Maryland State Retirement & Pension System
Maryland
$14.8M -$5.23M -19,105 -26%
MCM
523
Mill Capital Management
North Carolina
$14.8M +$341K +1,247 +2%
FVWA
524
Foster Victor Wealth Advisors
South Carolina
$14.8M +$531K +1,846 +4%
SAM
525
Securian Asset Management
Minnesota
$14.7M -$617K -2,255 -4%