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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 %
SFS
901
Sowell Financial Services
Arkansas
$4.23M -$2.02M -7,366 -32%
GM
902
GeoWealth Management
Illinois
$4.23M -$30.1K -110 -0.7%
VT
903
Vise Technologies
New York
$4.22M +$3.14M +11,462 +290%
SC
904
Savant Capital
Illinois
$4.21M +$557K +2,035 +15%
LA
905
LM Advisors
California
$4.21M -$1.43M -5,241 -25%
WWA
906
WCG Wealth Advisors
Nevada
$4.2M -$306K -1,118 -7%
AFA
907
Arlington Financial Advisors
California
$4.18M +$67.9K +248 +2%
NIM
908
Nicollet Investment Management
Minnesota
$4.17M +$55K +201 +1%
MPPLM
909
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$4.16M +$275K +1,004 +7%
IRAG
910
Investment Research & Advisory Group
Georgia
$4.15M +$81K +296 +2%
PIM
911
Progressive Investment Management
Oregon
$4.15M -$32.3K -118 -0.8%
M
912
Mirova
France
$4.13M
CCP
913
Clarity Capital Partners
California
$4.12M +$573K +2,092 +16%
SF
914
Symphony Financial
Texas
$4.12M +$206K +744 +5%
ZCI
915
Zevenbergen Capital Investments
Washington
$4.11M +$4.11M +15,000 New
HZ
916
Hixon Zuercher
Ohio
$4.06M -$103K -375 -2%
BHA
917
Beech Hill Advisors
New York
$4.03M +$94.7K +346 +2%
PWP
918
Private Wealth Partners
California
$4.03M -$165K -604 -4%
TW
919
TritonPoint Wealth
Maryland
$4.03M +$66.2K +239 +2%
AI
920
Aperture Investors
New York
$4M
KTM
921
Keeler Thomas Management
Utah
$4M +$863K +3,154 +28%
Tudor Investment Corp
922
Tudor Investment Corp
Connecticut
$3.99M -$60.9M -222,561 -94%
TCOT
923
Trust Company of Toledo
Ohio
$3.99M -$69.2K -253 -2%
IWM
924
IHT Wealth Management
Illinois
$3.98M +$1.09M +3,967 +38%
NFSG
925
Newbridge Financial Services Group
Florida
$3.98M +$437K +1,598 +12%