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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 %
ZDA
726
Zweig-DiMenna Associates
New York
$6.84M +$6.43M +23,500 +1,567%
ECM
727
Everence Capital Management
Indiana
$6.8M -$1.18M -4,320 -15%
PWS
728
Peloton Wealth Strategists
Indiana
$6.8M +$464K +1,695 +7%
ST
729
Spinnaker Trust
Maine
$6.76M -$239K -874 -3%
LI
730
Louisbourg Investments
New Brunswick, Canada
$6.69M +$341K +1,530 +5%
MWM
731
Modera Wealth Management
New Jersey
$6.66M +$905K +3,308 +16%
CCM
732
Coldstream Capital Management
Washington
$6.66M +$1.86M +6,440 +39%
KIA
733
Knollwood Investment Advisory
Maryland
$6.65M
MWM
734
Marietta Wealth Management
Georgia
$6.64M +$295K +1,076 +5%
EIA
735
Eastover Investment Advisors
North Carolina
$6.62M +$958K +3,500 +17%
JIC
736
Johnson Investment Counsel
Ohio
$6.61M -$87.6K -320 -1%
KFP
737
KMG Fiduciary Partners
Ohio
$6.6M +$191K +698 +3%
AC
738
Asio Capital
Kentucky
$6.59M -$4.65K -17 -0.1%
HWM
739
HB Wealth Management
Georgia
$6.58M +$1.48M +5,405 +29%
AG
740
AIA Group
Hong Kong
$6.58M +$537K +1,962 +9%
PTB
741
Pioneer Trust Bank
Oregon
$6.57M +$661K +2,414 +11%
SGI
742
Summit Global Investments
Utah
$6.55M +$5.94M +21,699 +972%
BFM
743
Boston Financial Management
Massachusetts
$6.53M +$3.01K +11 +0%
PCM
744
Pinnbrook Capital Management
New York
$6.53M +$6.53M +23,855 New
WB
745
Webster Bank
Connecticut
$6.52M -$332K -1,214 -5%
CCMG
746
Clark Capital Management Group
Pennsylvania
$6.52M +$620K +2,267 +11%
MWM
747
Meridian Wealth Management
Kentucky
$6.49M +$233K +850 +4%
CTC
748
Central Trust Company
Missouri
$6.46M -$361K -1,320 -5%
MWM
749
Moran Wealth Management
Florida
$6.45M -$15.2M -55,715 -70%
CI
750
Ceera Investments
Texas
$6.44M -$127K -465 -2%