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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 %
CCM
876
Condor Capital Management
New Jersey
$4.58M +$58.8K +215 +1%
WPP
877
Whalerock Point Partners
Rhode Island
$4.55M +$106K +388 +2%
DLCIG
878
D.L. Carlson Investment Group
New Hampshire
$4.55M -$53.4K -195 -1%
PSC
879
Prentiss Smith & Co
Vermont
$4.55M -$5.75K -21 -0.1%
HS
880
HighVista Strategies
Massachusetts
$4.54M -$1.26M -4,600 -22%
FIB
881
First Interstate Bank
Montana
$4.54M -$76.6K -280 -2%
CI
882
Cavalier Investments
Georgia
$4.47M +$264K +966 +6%
NFC
883
Northeast Financial Consultants
Connecticut
$4.43M -$117K -426 -3%
HAS
884
HBW Advisory Services
California
$4.43M -$684K -2,498 -13%
RWM
885
RBA Wealth Management
California
$4.43M +$157K +574 +4%
DBG
886
De Burlo Group
Massachusetts
$4.42M -$71.2K -260 -2%
PAM
887
Pegasus Asset Management
New York
$4.39M -$70.3K -257 -2%
KA
888
Kerrisdale Advisers
Florida
$4.39M -$167K -610 -4%
AG
889
Ascent Group
Virginia
$4.38M -$973K -3,554 -18%
FFA
890
Farther Finance Advisors
California
$4.37M -$201K -735 -4%
MAS
891
Meeder Advisory Services
Ohio
$4.36M -$44.3K -162 -1%
PGFC
892
Peapack-Gladstone Financial Corp
New Jersey
$4.36M -$832K -3,039 -16%
SPG
893
Strategic Planning Group
Utah
$4.35M +$178K +652 +4%
VIA
894
Vickerman Investment Advisors
Washington
$4.33M +$66K +241 +2%
SC
895
Sepio Capital
Utah
$4.33M +$58.6K +214 +1%
HWAM
896
Hennion & Walsh Asset Management
New Jersey
$4.3M +$1.36M +4,967 +46%
SAI
897
Systematic Alpha Investments
New Jersey
$4.28M
BDL
898
Bey-Douglas LLC
Georgia
$4.27M +$42.2K +154 +1%
ATPW
899
Ashton Thomas Private Wealth
Arizona
$4.26M -$91.7K -335 -2%
LW
900
Linscomb Wealth
Texas
$4.25M -$141K -515 -3%