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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 %
LWANC
976
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.46M -$1.1K -4 -0%
ALAM
977
Asahi Life Asset Management
Japan
$3.45M +$655K +2,393 +23%
SVWAG
978
Sound View Wealth Advisors Group
Georgia
$3.42M +$705K +2,577 +26%
USCWA
979
U.S. Capital Wealth Advisors
Texas
$3.4M +$1.45M +5,299 +74%
AMCA
980
Arthur M. Cohen & Associates
Illinois
$3.39M +$52K +192 +2%
HIA
981
Harbor Investment Advisory
Maryland
$3.39M -$9.34K -80 -0.3%
Verition Fund Management
982
Verition Fund Management
Connecticut
$3.37M -$2M -7,292 -37%
RWA
983
River Wealth Advisors
Pennsylvania
$3.35M +$3.35M +12,228 New
CG
984
Carmignac Gestion
France
$3.35M +$15.9K +58 +0.5%
PCH
985
PGIM Custom Harvest
New Jersey
$3.34M +$18.3K +67 +0.6%
DT
986
Diversified Trust
Tennessee
$3.34M -$431K -1,576 -11%
KLWA
987
Kelly Lawrence W & Associates
California
$3.32M +$533K +1,949 +19%
MFG
988
Merit Financial Group
Georgia
$3.31M -$1.17M -4,271 -26%
FWM
989
Finer Wealth Management
Massachusetts
$3.3M +$28.7K +105 +0.9%
GI
990
GS Investments
Minnesota
$3.29M +$1.39M +5,088 +73%
AFG
991
Atomi Financial Group
New York
$3.28M +$709K +2,589 +28%
HFRG
992
Houlihan Financial Resource Group
Virginia
$3.27M +$7.12K +26 +0.2%
RWM
993
Rockline Wealth Management
New York
$3.26M -$29.6K -108 -0.9%
MA
994
Mutual Advisors
Nebraska
$3.26M -$627K -2,187 -16%
NHT
995
New Hampshire Trust
New Hampshire
$3.23M +$15.9K +58 +0.5%
RWA
996
Roberts Wealth Advisors
California
$3.21M +$91K +312 +3%
WSCM
997
Wellington Shields Capital Management
New York
$3.21M -$90.9K -332 -3%
P
998
Pitcairn
Pennsylvania
$3.2M -$468K -1,709 -13%
WIS
999
Wright Investors Service
Connecticut
$3.2M +$93.9K +343 +3%
SWM
1000
SeaCrest Wealth Management
New York
$3.19M -$104K -379 -3%