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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 %
MM
776
Meridian Management
Arkansas
$6.14M +$227K +828 +4%
JFG
777
Jefferies Financial Group
New York
$6.12M +$124K +454 +2%
RAM
778
Roanoke Asset Management
New Jersey
$6.07M +$159K +580 +3%
SFI
779
Siemens Fonds Invest
Germany
$6.06M +$17.8K +65 +0.3%
MKA
780
M. Kulyk & Associates
Georgia
$6.06M +$52.8K +193 +0.9%
AAM
781
Advisors Asset Management
Colorado
$6.04M +$729K +2,665 +14%
LF
782
Longbow Finance
Switzerland
$5.99M
VSQM
783
V-Square Quantitative Management
Illinois
$5.99M +$644K +2,354 +12%
DAS
784
Dynamic Advisor Solutions
Arizona
$5.98M +$85.7K +313 +1%
TCOK
785
Trust Company of Kansas
Kansas
$5.96M +$52.3K +191 +0.9%
CI
786
Conning Inc
Connecticut
$5.95M -$6.3K -23 -0.1%
TFS
787
Thoroughbred Financial Services
Tennessee
$5.93M -$753K -2,753 -11%
AF
788
Allworth Financial
California
$5.93M -$409K -1,495 -6%
ISB
789
Iowa State Bank
Iowa
$5.87M -$60.2K -220 -1%
CUAMC
790
China Universal Asset Management Company
China
$5.86M -$5M -18,220 -46%
WIA
791
Westbourne Investment Advisors
Maryland
$5.85M +$195K +714 +3%
GIC
792
GFI Investment Counsel
Ontario, Canada
$5.85M +$5.85M +21,364 New
RIG
793
Renaissance Investment Group
Massachusetts
$5.82M +$230K +840 +4%
RCM
794
RB Capital Management
Nevada
$5.81M +$4.65K +17 +0.1%
HCM
795
Hillman Capital Management
Maryland
$5.8M +$3.29K +12 +0.1%
CCA
796
Checchi Capital Advisers
California
$5.8M +$150K +548 +3%
LFRG
797
Lazard Frères Gestion
France
$5.78M -$872K -3,187 -13%
MPM
798
Meritage Portfolio Management
Kansas
$5.76M -$81.6K -298 -1%
CWP
799
Cyndeo Wealth Partners
Florida
$5.71M +$1.17M +4,267 +26%
FM
800
Family Management
New York
$5.66M +$2.1M +7,680 +59%