CRM icon

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 %
NS
1001
NBC Securities
Alabama
$3.17M -$166K -607 -5%
AIMCA
1002
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$3.15M +$2.87M +10,500 +1,050%
IAN
1003
Integrated Advisors Network
Texas
$3.13M +$52K +190 +2%
FHB
1004
First Hawaiian Bank
Hawaii
$3.13M -$76.9K -281 -2%
GIS
1005
Graphene Investments SAS
France
$3.12M +$3.12M +11,400 New
EBT
1006
Enterprise Bank & Trust
Massachusetts
$3.1M +$12K +44 +0.4%
BHIA
1007
Birch Hill Investment Advisors
Massachusetts
$3.08M -$26K -95 -0.8%
TAM
1008
Trust Asset Management
Texas
$3.07M
DWP
1009
Destiny Wealth Partners
Florida
$3.07M -$319K -1,165 -9%
CIA
1010
Cohen Investment Advisors
New Hampshire
$3.06M +$283K +1,034 +10%
OM
1011
OV Management
Minnesota
$3.05M +$112K +411 +4%
WAM
1012
Weiss Asset Management
Massachusetts
$3.05M +$3.05M +11,136 New
WBC
1013
Westpac Banking Corp
Australia
$3.05M -$688K -2,513 -18%
LSAG
1014
Lake Street Advisors Group
New Hampshire
$3.02M -$126K -460 -4%
CNBT
1015
Canandaigua National Bank & Trust
New York
$3.01M -$1.42M -5,206 -32%
S
1016
Sachetta
Massachusetts
$3.01M +$2.95M +10,790 +5,505%
CWM
1017
Cabot Wealth Management
Massachusetts
$3.01M -$1.63M -5,949 -35%
Two Sigma Investments
1018
Two Sigma Investments
New York
$2.99M +$192K +700 +7%
BTI
1019
Blue Trust Inc
Georgia
$2.98M +$788K +3,065 +36%
SLI
1020
Sumitomo Life Insurance
Japan
$2.98M +$71.2K +260 +2%
HW
1021
Hancock Whitney
Mississippi
$2.96M +$24.1K +88 +0.8%
FCM
1022
Fortis Capital Management
Washington
$2.95M +$2.95M +10,784 New
RA
1023
RFG Advisory
Alabama
$2.94M +$14.5K +53 +0.5%
FCP
1024
Fidelis Capital Partners
Florida
$2.94M +$222K +779 +8%
RC
1025
Roundview Capital
New Jersey
$2.93M +$4.38K +16 +0.1%