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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 %
WF
1101
Welch & Forbes
Massachusetts
$2.49M -$45.2K -165 -2%
FAIM
1102
Financial Advocates Investment Management
Washington
$2.45M +$32.8K +120 +1%
TSWM
1103
Triangle Securities Wealth Management
North Carolina
$2.45M -$22.2K -81 -0.9%
HFM
1104
Harvest Fund Management
China
$2.45M +$393K +1,435 +19%
ACA
1105
Aptus Capital Advisors
Alabama
$2.44M +$472K +1,724 +24%
MCCP
1106
Mission Creek Capital Partners
California
$2.43M -$433K -1,582 -15%
SIA
1107
Schechter Investment Advisors
Michigan
$2.43M -$1.83M -6,696 -43%
PCM
1108
Penserra Capital Management
California
$2.42M +$28.7K +105 +1%
CNC
1109
Citizens & Northern Corp
Pennsylvania
$2.41M +$174K +635 +8%
IP
1110
Interval Partners
New York
$2.39M +$607K +2,216 +34%
CPC
1111
Congress Park Capital
New York
$2.39M -$106K -388 -4%
RWP
1112
RWA Wealth Partners
Massachusetts
$2.38M -$90.1K -329 -4%
PTC
1113
Private Trust Company
Ohio
$2.38M -$118K -430 -5%
NCL
1114
Nishkama Capital LLC
Puerto Rico
$2.38M +$2.38M +8,690 New
BB
1115
Bell Bank
North Dakota
$2.37M +$47.4K +173 +2%
EAM
1116
EFG Asset Management
Oregon
$2.37M -$550K -2,010 -19%
SFA
1117
Semmax Financial Advisors
North Carolina
$2.36M +$667K +1,954 +39%
ECG
1118
Edge Capital Group
Georgia
$2.34M +$76.9K +281 +3%
BC
1119
Burney Company
Virginia
$2.33M -$5.74M -20,975 -71%
LHC
1120
Little House Capital
Massachusetts
$2.33M +$244K +890 +12%
LWL
1121
Leo Wealth LLC
Texas
$2.32M +$214K +783 +10%
FFM
1122
Forum Financial Management
Illinois
$2.32M +$7.66K +28 +0.3%
LF
1123
LifePlan Financial
Minnesota
$2.32M +$499K +1,822 +27%
PH
1124
Pinnacle Holdings
Oklahoma
$2.31M -$16.7K -61 -0.7%
CWA
1125
Core Wealth Advisors
Florida
$2.31M +$90.1K +329 +4%