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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 %
TFA
951
Transamerica Financial Advisors
Florida
$3.67M +$3.67M +13,414 New
AWM
952
Axxcess Wealth Management
California
$3.64M -$1.85M -6,775 -34%
TCA
953
Transcend Capital Advisors
New Jersey
$3.64M -$22.7K -83 -0.6%
HCA
954
Harbor Capital Advisors
Illinois
$3.64M -$1.17M -4,281 -24%
CC
955
Courier Capital
New York
$3.63M +$92.2K +337 +3%
ACM
956
Aljian Capital Management
Nevada
$3.63M +$502K +1,834 +16%
BOSSRA
957
B.O.S.S. Retirement Advisors
Utah
$3.61M -$694K -2,535 -16%
AI
958
Atom Investors
Texas
$3.61M -$2.37M -8,661 -40%
QI
959
Qtron Investments
Massachusetts
$3.59M +$630K +2,301 +21%
CA
960
CGN Advisors
Kansas
$3.57M +$159K +582 +5%
DCM
961
Davidson Capital Management
Texas
$3.57M -$32.6K -119 -0.9%
RWM
962
Ritholtz Wealth Management
New York
$3.55M +$43.8K +160 +1%
HIP
963
Harrell Investment Partners
Texas
$3.55M +$37.5K +137 +1%
CF
964
Centaurus Financial
California
$3.55M +$135K +494 +4%
WWM
965
Western Wealth Management
Colorado
$3.54M +$564K +2,060 +19%
TPW
966
Transatlantique Private Wealth
New York
$3.54M -$391K -1,428 -10%
BCM
967
Bridgeway Capital Management
Texas
$3.53M -$192K -700 -5%
SC
968
Savoie Capital
Illinois
$3.53M
IIA
969
IPG Investment Advisors
California
$3.53M -$774K -2,825 -18%
JHCP
970
Jackson Hole Capital Partners
Oklahoma
$3.52M +$263K +962 +8%
WAS
971
Winch Advisory Services
Wisconsin
$3.51M -$22.4K -82 -0.6%
GJWM
972
Gilliland Jeter Wealth Management
Arkansas
$3.5M -$39.1K -143 -1%
IA
973
Icon Advisers
Colorado
$3.49M
IBOK
974
Independence Bank of Kentucky
Kentucky
$3.49M +$11.5K +42 +0.3%
SAS
975
Stelac Advisory Services
New York
$3.47M -$4.23M -15,468 -55%