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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 %
IAS
1051
Insigneo Advisory Services
Florida
$2.73M -$513K -1,874 -16%
CW
1052
CreativeOne Wealth
Kansas
$2.72M +$729K +2,664 +37%
PWCM
1053
Processus Wealth & Capital Management
Tennessee
$2.71M -$146K -534 -5%
JWCA
1054
J.W. Cole Advisors
Florida
$2.7M -$78K -285 -3%
AIP
1055
Ameritas Investment Partners
Nebraska
$2.69M -$111K -406 -4%
AFC
1056
AFT Forsyth & Company
Florida
$2.68M -$13.7K -50 -0.5%
SI
1057
Scharf Investments
California
$2.67M +$77.5K +283 +3%
PNAA
1058
Pictet North America Advisors
Switzerland
$2.67M +$2.67M +9,748 New
ADL
1059
Asset Dedication LLC
California
$2.67M -$637K -2,327 -19%
CGL
1060
Clarius Group LLC
Washington
$2.66M -$44K -161 -2%
CI
1061
Cigna Investments
Connecticut
$2.66M -$32.3K -118 -1%
JGCM
1062
Joseph Group Capital Management
Ohio
$2.65M +$688K +2,515 +35%
TIA
1063
Tiemann Investment Advisors
California
$2.65M -$50.6K -185 -2%
NF
1064
Nikulski Financial
Iowa
$2.65M +$78K +285 +3%
PPWP
1065
Premier Path Wealth Partners
New Jersey
$2.64M +$98.3K +359 +4%
BCM
1066
Boltwood Capital Management
California
$2.64M -$65.7K -240 -2%
APM
1067
a16z Perennial Management
California
$2.64M -$1.07M -3,900 -29%
COI
1068
Connable Office Inc
Michigan
$2.63M +$14.2K +52 +0.5%
CTC
1069
Cetera Trust Company
Minnesota
$2.63M -$114K -415 -4%
AC
1070
Avestar Capital
New York
$2.62M +$265K +970 +11%
FHA
1071
Flagship Harbor Advisors
Massachusetts
$2.62M +$2.62M +9,555 New
NW
1072
Naviter Wealth
Arkansas
$2.61M +$412K +1,502 +19%
SWM
1073
Segment Wealth Management
Texas
$2.61M +$163K +596 +7%
GLR
1074
Great Lakes Retirement
Ohio
$2.61M +$85.4K +312 +3%
OHIS
1075
Oak Harvest Investment Services
Texas
$2.6M +$945K +3,453 +57%