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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 %
WTC
551
WhitTier Trust Company
Nevada
$13.1M +$112K +410 +0.9%
CL
552
Choreo LLC
Illinois
$13M +$532K +1,962 +4%
NMERB
553
New Mexico Educational Retirement Board
New Mexico
$13M -$411K -1,500 -3%
AAMU
554
APG Asset Management US
New York
$13M -$116M -428,481 -90%
CTA
555
Chesley Taft & Associates
Illinois
$13M -$92K -336 -0.7%
PWM
556
Perigon Wealth Management
California
$13M -$151K -551 -1%
BCMO
557
Buckingham Capital Management (Ohio)
Ohio
$12.9M -$76.9K -281 -0.6%
EWM
558
Edge Wealth Management
New York
$12.9M -$84.6K -309 -0.7%
DCM
559
Dupont Capital Management
Delaware
$12.8M -$2.72M -9,949 -18%
Hudson Bay Capital Management
560
Hudson Bay Capital Management
Connecticut
$12.8M +$12.8M +46,842 New
BWL
561
Bogart Wealth LLC
Virginia
$12.8M +$194K +707 +2%
ECU
562
Eisler Capital (US)
New York
$12.7M +$12.7M +46,307 New
IMCOOI
563
Investment Management Corp of Ontario (IMCO)
Canada
$12.4M +$2.9M +10,600 +31%
ASN
564
Advisory Services Network
Georgia
$12.4M
ET
565
Equitable Trust
Tennessee
$12.4M -$71.7K -262 -0.6%
AWS
566
Atria Wealth Solutions
New York
$12.3M -$1.86M -6,776 -13%
SCM
567
Sterling Capital Management
North Carolina
$12.2M +$12.2M +44,623 New
BBA
568
BLB&B Advisors
Pennsylvania
$12.2M +$2.42M +8,858 +25%
BEI
569
Benjamin Edwards Inc
Missouri
$12.2M +$11.9M +43,322 +3,967%
RIL
570
Rothschild Investment LLC
Illinois
$12.1M -$161K -588 -1%
A
571
Atomvest
Hong Kong
$12.1M +$5.26M +19,200 +77%
PA
572
Profund Advisors
Maryland
$12M +$611K +2,233 +5%
RSS
573
Rosenblum Silverman Sutton
California
$12M -$10.9K -40 -0.1%
WSFS
574
Wilmington Savings Fund Society
Delaware
$12M +$827K +3,021 +7%
NIM
575
NEOS Investment Management
Connecticut
$12M +$2.44M +8,932 +26%