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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 %
OAM
926
Ostrum Asset Management
France
$3.97M -$1M -3,671 -20%
MA
927
Modus Advisors
Minnesota
$3.93M +$79.4K +290 +2%
NB
928
NBT Bank
New York
$3.92M -$66.2K -242 -2%
GIA
929
Gladstone Institutional Advisory
Florida
$3.92M -$1.42M -5,183 -27%
MGP
930
M&G plc
United Kingdom
$3.91M +$1.93M +7,038 +97%
CAM
931
Cozad Asset Management
Illinois
$3.91M -$19.7K -72 -0.5%
TPA
932
Trivium Point Advisory
Connecticut
$3.9M -$59.5K -174 -2%
GWM
933
Geneos Wealth Management
Colorado
$3.9M +$658K +2,404 +20%
KHLMTHM
934
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$3.88M
CP
935
Cumberland Partners
Ontario, Canada
$3.86M -$274K -1,000 -7%
KWA
936
Kingswood Wealth Advisors
California
$3.85M -$205K -750 -5%
BHWM
937
Bar Harbor Wealth Management
New Hampshire
$3.84M -$39.7K -145 -1%
GCM
938
Graham Capital Management
Connecticut
$3.84M +$1.76M +6,426 +84%
GRP
939
Global Retirement Partners
California
$3.84M -$1.1K -4 -0%
RI
940
Redwood Investments
Massachusetts
$3.83M -$89.2K -326 -2%
FTWA
941
Fifth Third Wealth Advisors
Ohio
$3.83M +$135K +492 +4%
WR
942
WD Rutherford
Oregon
$3.83M +$76.1K +278 +2%
KIA
943
KCM Investment Advisors
California
$3.8M -$42.4K -155 -1%
JGUA
944
John G. Ullman & Associates
New York
$3.78M -$246K -900 -6%
CAMG
945
CWA Asset Management Group
Florida
$3.77M +$3.77M +13,772 New
RBA
946
Richard Bernstein Advisors
New York
$3.77M +$3.77M +13,758 New
CGIM
947
Capital Group Investment Management
Singapore
$3.75M +$402K +1,468 +12%
CCM
948
Canal Capital Management
Virginia
$3.71M +$138K +505 +4%
WMA
949
West Michigan Advisors
Michigan
$3.7M +$3.26M +11,897 +732%
PAG
950
Private Advisory Group
Washington
$3.69M +$3.37M +12,296 +1,032%