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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 %
CA
676
Callahan Advisors
Texas
$8.21M +$523K +1,909 +7%
WS
677
Wedbush Securities
California
$8.17M -$874K -3,192 -10%
PIM
678
Plato Investment Management
Australia
$8.17M +$187K +684 +2%
SA
679
SpiderRock Advisors
Delaware
$8.14M -$511K -1,866 -6%
LMIM
680
Lockheed Martin Investment Management
Maryland
$8.12M -$235K -860 -3%
SIM
681
Stratos Investment Management
Ohio
$8.11M +$612K +2,236 +8%
FTIS
682
First Trust Investment Solutions
Florida
$8.09M +$7.28M +26,606 +902%
BONST
683
Bank of Nova Scotia Trust
Ontario, Canada
$8.01M +$232K +848 +3%
WFG
684
Wormser Freres Gestion
France
$7.98M +$168K +612 +2%
HCM
685
Harvey Capital Management
Florida
$7.97M +$5.66M +20,661 +244%
RRAM
686
River Road Asset Management
Kentucky
$7.97M +$3.8M +13,882 +91%
KRSITF
687
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$7.85M -$722K -2,637 -8%
CK
688
Cohen Klingenstein
New York
$7.75M
MPWT
689
MassMutual Private Wealth & Trust
Connecticut
$7.7M +$87.3K +319 +1%
GSPF
690
Grafton Street Partners Fund
Florida
$7.69M -$4.38M -16,000 -36%
LNWWM
691
Laird Norton Wetherby Wealth Management
California
$7.65M +$113K +413 +1%
BRWA
692
B. Riley Wealth Advisors
Florida
$7.64M -$272K -983 -3%
CIA
693
Concurrent Investment Advisors
Florida
$7.6M +$210K +1,486 +3%
DA
694
Dillon & Associates
Michigan
$7.56M +$229K +836 +3%
PS
695
Principal Securities
Iowa
$7.5M -$2.28M -8,337 -23%
SAM
696
Shell Asset Management
Netherlands
$7.46M +$7.46M +27,248 New
SWM
697
Selective Wealth Management
Virginia
$7.41M -$556K -1,908 -7%
EWM
698
Evercore Wealth Management
New York
$7.4M -$32K -117 -0.4%
SM
699
Selkirk Management
New Jersey
$7.39M
FTDI
700
First Trust Direct Indexing
Massachusetts
$7.37M +$1.24M +4,526 +20%