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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 %
Walleye Capital
826
Walleye Capital
New York
$5.29M -$13.5M -49,175 -72%
SF
827
Summit Financial
New Jersey
$5.27M +$35.6K +130 +0.7%
YIA
828
YHB Investment Advisors
Connecticut
$5.26M +$222K +811 +4%
RDWM
829
Red Door Wealth Management
Tennessee
$5.26M +$432K +1,577 +9%
MMA
830
Miracle Mile Advisors
California
$5.26M -$230K -840 -4%
SC
831
Sawyer & Company
Massachusetts
$5.25M +$95.2K +348 +2%
LTAS
832
Linden Thomas Advisory Services
North Carolina
$5.24M +$252K +922 +5%
BP
833
Ballentine Partners
Massachusetts
$5.2M +$1.05M +3,846 +25%
VI
834
Vestcor Inc
New Brunswick, Canada
$5.18M -$2.74M -10,000 -35%
S
835
SignatureFD
Georgia
$5.16M +$229K +837 +5%
FHA
836
First Horizon Advisors
Tennessee
$5.15M +$49.5K +181 +1%
IWC
837
Integrated Wealth Concepts
Massachusetts
$5.14M -$544K -1,986 -10%
AI
838
AXS Investments
New York
$5.12M -$1.02M -3,730 -17%
SWM
839
Spire Wealth Management
Virginia
$5.09M -$4.75M -17,352 -48%
WIC
840
Woodmont Investment Counsel
Tennessee
$5.07M +$77.5K +283 +2%
HCA
841
Harbour Capital Advisors
Virginia
$5.07M -$92.7K -322 -2%
CCAM
842
Codex Capital Asset Management
Texas
$5.06M -$1.51M -5,500 -23%
SB
843
Strategic Blueprint
Georgia
$5.05M -$1.16M -4,225 -19%
DWT
844
Dorsey & Whitney Trust
South Dakota
$5.03M +$299K +1,094 +6%
BFW
845
Brady Family Wealth
Missouri
$5M +$88.1K +322 +2%
Simplex Trading
846
Simplex Trading
Illinois
$4.99M +$4.99M +18,218 New
MYIA
847
Mount Yale Investment Advisors
Colorado
$4.98M +$4.98M +18,190 New
YDMI
848
Y.D. More Investments
Israel
$4.96M -$622K -2,272 -11%
BCA
849
Bray Capital Advisors
Florida
$4.95M -$94.4K -345 -2%
WAOTB
850
Wealth Advisors of Tampa Bay
Florida
$4.94M -$83.2K -304 -2%