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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 %
CPBTD
1126
Central Pacific Bank - Trust Division
Hawaii
$2.31M -$812K -2,967 -26%
SCP
1127
Shorepoint Capital Partners
Massachusetts
$2.3M +$291K +1,063 +14%
LMKC
1128
L.M. Kohn & Company
Ohio
$2.28M -$4.65K -17 -0.2%
ANTB
1129
AMG National Trust Bank
Colorado
$2.28M -$94.2K -344 -4%
ACS
1130
Archford Capital Strategies
Illinois
$2.27M -$7K -24 -0.3%
OGF
1131
Orin Green Financial
California
$2.26M
VWM
1132
Venturi Wealth Management
Texas
$2.26M +$324K +1,182 +17%
CCM
1133
Chickasaw Capital Management
Tennessee
$2.25M -$16.4K -60 -0.7%
FWA
1134
FOCUS Wealth Advisors
Texas
$2.25M -$17.5K -64 -0.8%
COCM
1135
Charter Oak Capital Management
New Hampshire
$2.24M +$7.94K +29 +0.4%
NB
1136
Nicolet Bankshares
Wisconsin
$2.22M -$34.8K -127 -2%
AWMT
1137
AAFMAA Wealth Management & Trust
North Carolina
$2.22M +$50.9K +186 +2%
CRIG
1138
Charter Research & Investment Group
Connecticut
$2.22M -$1.37K -5 -0.1%
MS
1139
Mizuho Securities
Japan
$2.21M -$523K -1,910 -19%
DC
1140
DeDora Capital
California
$2.21M +$106K +387 +5%
SFM
1141
Signet Financial Management
New Jersey
$2.21M +$601K +2,197 +37%
SFP
1142
Shepherd Financial Partners
Massachusetts
$2.2M +$34.8K +127 +2%
NCM
1143
Nelson Capital Management
California
$2.2M +$232K +846 +12%
GL
1144
Graypoint LLC
New York
$2.2M -$524K -1,915 -19%
PWM
1145
Power Wealth Management
Georgia
$2.2M +$247K +904 +13%
NL
1146
Navalign LLC
California
$2.19M +$22.2K +81 +1%
SACTSONJ
1147
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.19M
IA
1148
IFP Advisors
Florida
$2.19M -$52.3K -191 -2%
TW
1149
TrinityPoint Wealth
Connecticut
$2.17M +$116K +424 +6%
SDIC
1150
South Dakota Investment Council
South Dakota
$2.17M