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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 %
GFA
851
Gifford Fong Associates
California
$4.93M
HBT
852
Hills Bank & Trust
Iowa
$4.93M -$96.1K -351 -2%
FFWA
853
FRG Family Wealth Advisors
Washington
$4.92M -$65.7K -240 -1%
ZB
854
Zions Bancorporation
Utah
$4.89M +$455K +1,663 +10%
AAM
855
Azzad Asset Management
Virginia
$4.87M +$459K +1,676 +10%
SW
856
SteelPeak Wealth
California
$4.86M -$22.4M -81,694 -82%
GC
857
Garde Capital
Washington
$4.84M -$140K -512 -3%
WPC
858
Wedmont Private Capital
Pennsylvania
$4.83M +$312K +1,098 +7%
BWM
859
Bulltick Wealth Management
Florida
$4.83M -$713K -2,600 -13%
QPWM
860
Quadrant Private Wealth Management
Pennsylvania
$4.8M +$274 +1 +0%
TCCM
861
Timber Creek Capital Management
Massachusetts
$4.79M +$192K +703 +4%
GA
862
Gateway Advisory
New Jersey
$4.78M +$90.9K +332 +2%
CAL
863
Capital Analysts LLC
Pennsylvania
$4.76M +$475K +1,735 +11%
PC
864
Promethos Capital
Massachusetts
$4.75M +$4.75M +17,360 New
CIG
865
Cullen Investment Group
Louisiana
$4.73M -$465K -1,700 -9%
MYAM
866
Meiji Yasuda Asset Management
Japan
$4.7M -$321K -1,171 -6%
HCM
867
Hudson Capital Management
New Jersey
$4.7M +$55.3K +202 +1%
OA
868
Oak Associates
Ohio
$4.7M -$72.3K -264 -2%
I
869
INVST
Indiana
$4.65M +$187K +685 +4%
DWM
870
Diversify Wealth Management
Utah
$4.65M -$992K -3,488 -18%
TPCW
871
TD Private Client Wealth
New York
$4.62M +$2.45M +8,949 +113%
SC
872
SouthState Corp
Florida
$4.61M -$39.1K -143 -0.8%
LGF
873
LGT Group Foundation
Liechtenstein
$4.6M +$793K +2,836 +21%
FRA
874
Frank Rimerman Advisors
California
$4.6M +$249K +909 +6%
PCM
875
Parsons Capital Management
Rhode Island
$4.6M -$19.2K -70 -0.4%