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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 %
NCM
651
Novare Capital Management
North Carolina
$9.2M +$78K +285 +0.9%
SVCP
652
Silicon Valley Capital Partners
California
$9.11M -$853K -3,115 -9%
EF
653
Empirical Finance
Pennsylvania
$9.09M +$207K +757 +2%
CG
654
Caprock Group
Idaho
$9.08M -$118K -429 -1%
PFU
655
Parus Finance (UK)
United Kingdom
$9.08M +$9.08M +33,170 New
KeyBank National Association
656
KeyBank National Association
Ohio
$9.04M +$37.5K +137 +0.4%
VFA
657
Valeo Financial Advisors
Indiana
$9.02M +$193K +1,695 +2%
CSPIA
658
Cary Street Partners Investment Advisory
Virginia
$8.9M -$140K -511 -2%
AAP
659
Ardsley Advisory Partners
Connecticut
$8.9M +$4.24M +15,500 +91%
CWM
660
CMH Wealth Management
New Hampshire
$8.89M -$49.9K -182 -0.6%
GIM
661
Grassi Investment Management
California
$8.87M -$205K -749 -2%
SCA
662
Snowden Capital Advisors
New York
$8.87M -$868K -3,165 -9%
GAM
663
Gotham Asset Management
New York
$8.8M -$5.35M -19,542 -38%
MHC
664
Meyer Handelman Company
New York
$8.78M -$824K -3,010 -9%
FIA
665
Foundations Investment Advisors
Arizona
$8.68M +$1.34M +4,891 +18%
LFAS
666
Level Four Advisory Services
Texas
$8.6M -$1.75K -6 -0%
Citadel Advisors
667
Citadel Advisors
Florida
$8.56M -$76.2M -278,498 -90%
FNT
668
First National Trust
Pennsylvania
$8.52M +$86.5K +316 +1%
NSAM
669
North Star Asset Management
Wisconsin
$8.46M +$2.03M +7,400 +31%
PA
670
Procyon Advisors
Connecticut
$8.45M -$84K -307 -1%
NMIMC
671
Northwestern Mutual Investment Management Company
Wisconsin
$8.41M -$53.9K -197 -0.6%
BWFA
672
Baltimore-Washington Financial Advisors
Maryland
$8.35M +$259K +945 +3%
PA
673
Pinnacle Associates
New York
$8.33M +$87.4K +332 +1%
BIAS
674
Beacon Investment Advisory Services
New Jersey
$8.22M -$324K -1,184 -4%
SI
675
Sora Investors
Pennsylvania
$8.21M -$9.58M -35,000 -54%