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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 %
NAMM
626
NorthStar Asset Management (Massachusetts)
Massachusetts
$10.3M +$239K +873 +2%
CA
627
CSM Advisors
Pennsylvania
$10.3M +$797K +2,910 +8%
NRG
628
Nemes Rush Group
Michigan
$10.2M -$266K -882 -3%
SSB
629
Sandy Spring Bank
Maryland
$10.2M -$593K -2,165 -5%
VIM
630
Vinva Investment Management
Australia
$10.2M -$94.6K -342 -0.9%
SCM
631
Shelton Capital Management
Colorado
$10.1M -$159K -581 -2%
JMFC
632
J.M. Forbes & Co
Massachusetts
$10M -$38K -139 -0.4%
SAM
633
Sompo Asset Management
Japan
$9.97M +$2.63M +9,622 +36%
SWP
634
Stratos Wealth Partners
Ohio
$9.93M -$919K -3,356 -8%
SIM
635
Seaview Investment Managers
Florida
$9.91M -$591K -2,159 -6%
KA
636
Kintegral Advisory
New York
$9.91M -$130K -474 -1%
SWP
637
Strategic Wealth Partners
Ohio
$9.82M +$588K +2,148 +6%
MCM
638
Moore Capital Management
New York
$9.82M +$3.28M +11,984 +50%
Polen Capital Management
639
Polen Capital Management
Florida
$9.77M -$1.83B -6,678,978 -99%
CHCM
640
Columbus Hill Capital Management
New Jersey
$9.71M -$10.5M -38,300 -52%
SWA
641
Stratos Wealth Advisors
Ohio
$9.63M +$77.5K +283 +0.8%
IAA
642
Independent Advisor Alliance
North Carolina
$9.61M +$577K +2,107 +6%
BFA
643
Bragg Financial Advisors
North Carolina
$9.57M +$2.36M +8,604 +33%
ZIM
644
Zacks Investment Management
Illinois
$9.56M +$1.23M +4,489 +15%
BF
645
BOK Financial
Oklahoma
$9.49M -$3.32M -11,827 -26%
CCM
646
Channing Capital Management
Illinois
$9.38M -$29.3K -107 -0.3%
WC
647
Whitney & Co
New York
$9.36M +$49.8K +182 +0.5%
PCIG
648
Partners Capital Investment Group
Massachusetts
$9.34M -$533K -1,948 -5%
SB
649
Simmons Bank
Arkansas
$9.27M +$248K +907 +3%
DF
650
DNCA Finance
France
$9.25M -$1.7M -6,200 -16%