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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 %
VAS
1026
Vestmark Advisory Solutions
Massachusetts
$2.93M -$1.37M -5,021 -32%
OFS
1027
OMC Financial Services
New York
$2.92M
GGI
1028
GPM Growth Investors
Michigan
$2.92M +$61K +223 +2%
NGA
1029
Naples Global Advisors
Florida
$2.9M +$974K +3,555 +51%
HH
1030
Hilltop Holdings
Texas
$2.9M +$1.68M +6,148 +138%
CFSG
1031
Community Financial Services Group
Vermont
$2.88M -$62.7K -229 -2%
IFWM
1032
Institute for Wealth Management
Colorado
$2.88M +$156K +569 +6%
DWA
1033
Douglass Winthrop Advisors
New York
$2.87M -$137K -501 -5%
CBB
1034
Citizens Business Bank
California
$2.87M -$49K -179 -2%
CWI
1035
Conscious Wealth Investments
Florida
$2.86M +$15.4K +54 +0.5%
CHP
1036
Cable Hill Partners
Oregon
$2.84M -$10.4K -38 -0.4%
SCP
1037
Stamos Capital Partners
California
$2.84M +$287K +1,050 +11%
MNBTD
1038
Moody National Bank Trust Division
Texas
$2.83M +$96.3K +352 +4%
EWM
1039
Executive Wealth Management
Michigan
$2.83M -$37.2K -136 -1%
GI
1040
GAMMA Investing
California
$2.83M +$901K +3,292 +47%
DAS
1041
Diversify Advisory Services
Utah
$2.82M -$1.34M -4,653 -32%
MCM
1042
MV Capital Management
Maryland
$2.81M +$468K +1,709 +20%
DIM
1043
Delta Investment Management
California
$2.8M -$33.4K -122 -1%
SWM
1044
Sculati Wealth Management
Michigan
$2.8M +$3.01K +11 +0.1%
1WA
1045
180 Wealth Advisors
Washington
$2.77M -$1.37K -5 -0%
HG
1046
Herbst Group
Connecticut
$2.77M +$137K +500 +5%
VCM
1047
Verde Capital Management
Michigan
$2.76M +$31.5K +115 +1%
WA
1048
Waverly Advisors
Alabama
$2.75M -$218K -796 -7%
ACM
1049
Advisors Capital Management
New Jersey
$2.73M +$64K +234 +2%
BWM
1050
BigSur Wealth Management
Florida
$2.73M +$5.48K +20 +0.2%