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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 %
SWA
751
SFMG Wealth Advisors
Texas
$6.39M +$23K +84 +0.4%
TCA
752
Trifecta Capital Advisors
Illinois
$6.38M +$84.3K +308 +1%
CYG
753
Clean Yield Group
Vermont
$6.37M +$862K +3,149 +16%
BZWA
754
Blue Zone Wealth Advisors
California
$6.36M +$185K +677 +3%
CIG
755
Consolidated Investment Group
Colorado
$6.35M
VVP
756
Venture Visionary Partners
Ohio
$6.33M -$39.1K -143 -0.6%
HAG
757
HighPoint Advisor Group
Illinois
$6.31M -$1.45M -5,294 -19%
LOAME
758
Lombard Odier Asset Management (Europe)
United Kingdom
$6.3M +$55.8K +204 +0.9%
PT
759
Plimoth Trust
Massachusetts
$6.3M +$47.1K +172 +0.8%
MOS
760
MGO One Seven
Ohio
$6.28M +$1.13M +4,146 +22%
VST
761
Van Strum & Towne
California
$6.28M +$10.9K +40 +0.2%
HFS
762
Hantz Financial Services
Michigan
$6.27M -$31.3M -114,467 -83%
BHB
763
Bank Hapoalim BM
Israel
$6.26M -$286K -1,044 -4%
EH
764
Equitable Holdings
New York
$6.26M +$958K +3,501 +18%
USAA
765
United Services Automobile Association
Texas
$6.21M -$1.37M -4,993 -18%
SWM
766
Sendero Wealth Management
Texas
$6.2M +$1.02M +3,738 +20%
NP
767
NorthRock Partners
Minnesota
$6.19M +$978K +3,569 +19%
DJSG
768
D.J. St. Germain
Massachusetts
$6.19M -$109K -400 -2%
VCM
769
Vision Capital Management
Oregon
$6.18M +$104K +380 +2%
HI
770
Horizon Investments
North Carolina
$6.18M -$67.3K -246 -1%
BJL
771
Brighton Jones LLC
Washington
$6.18M -$810K -2,959 -12%
WI
772
Wahed Invest
New York
$6.17M +$244K +891 +4%
FFA
773
Fragasso Financial Advisors
Pennsylvania
$6.16M +$142K +519 +2%
TCM
774
Twin Capital Management
Pennsylvania
$6.16M -$118K -430 -2%
EIM
775
Essex Investment Management
Massachusetts
$6.15M -$350K -1,278 -5%