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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 %
MIM
526
Marco Investment Management
Georgia
$14.6M +$221K +806 +2%
TW
527
Trajan Wealth
Arizona
$14.6M +$1.34M +4,881 +10%
SF
528
Synovus Financial
Georgia
$14.5M -$400K -1,461 -3%
ACA
529
Anchor Capital Advisors
Massachusetts
$14.5M -$264K -966 -2%
SCA
530
Stonebridge Capital Advisors
Minnesota
$14.4M +$1.32M +4,805 +10%
GI
531
Gradient Investments
Minnesota
$14.3M +$13.6M +49,533 +1,876%
CAPTRUST Financial Advisors
532
CAPTRUST Financial Advisors
North Carolina
$14.3M +$159K +582 +1%
Walleye Trading
533
Walleye Trading
New York
$14.2M -$2.5M -9,149 -15%
NRS
534
Neville Rodie & Shaw
New York
$14M +$57.5K +210 +0.4%
NB
535
Norinchukin Bank
Japan
$13.9M +$1.73M +6,332 +14%
QIM
536
Quest Investment Management
Oregon
$13.9M +$2.85M +10,395 +26%
RJT
537
Raymond James Trust
Florida
$13.9M +$403K +1,473 +3%
SWIG
538
Strategic Wealth Investment Group
Kentucky
$13.8M -$1.38M -5,079 -9%
TW
539
Transform Wealth
Colorado
$13.8M +$13.8M +50,165 New
LSCM
540
Light Street Capital Management
California
$13.7M -$5.86M -21,417 -30%
DKCM
541
Davidson Kempner Capital Management
New York
$13.7M -$34.2M -125,000 -71%
IMRF
542
Illinois Municipal Retirement Fund
Illinois
$13.7M +$388K +1,416 +3%
OIA
543
OneDigital Investment Advisors
Kansas
$13.6M -$1.08M -3,947 -7%
SRC
544
Shufro Rose & Co
New York
$13.6M
SG
545
Sienna Gestion
France
$13.5M +$2.43M +8,914 +22%
TWC
546
TD Waterhouse Canada
Ontario, Canada
$13.4M -$1.89M -6,970 -12%
BCV
547
Banque Cantonale Vaudoise
Switzerland
$13.3M -$2.64M -9,631 -16%
MIP
548
Mondrian Investment Partners
United Kingdom
$13.3M +$13.3M +48,705 New
CA
549
Cornerstone Advisors
North Carolina
$13.1M
GT
550
Glenview Trust
Kentucky
$13.1M +$2.74M +10,023 +26%