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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 %
GWMIA
1201
Global Wealth Management Investment Advisory
Florida
$1.97M +$129K +470 +7%
RCA
1202
Resonant Capital Advisors
Wisconsin
$1.97M +$1.03M +3,763 +109%
V
1203
VeraBank
Texas
$1.97M -$16.7K -61 -0.8%
RSWM
1204
Robertson Stephens Wealth Management
California
$1.97M +$46.6K +170 +2%
SAG
1205
SageView Advisory Group
California
$1.97M -$345K -1,260 -15%
AB
1206
Atlas Brown
Kentucky
$1.96M +$168K +615 +9%
BIG
1207
Brooklyn Investment Group
New York
$1.96M +$94.7K +346 +5%
CPIG
1208
Chicago Partners Investment Group
Illinois
$1.96M -$100K -352 -5%
GCM
1209
Glynn Capital Management
California
$1.96M -$1.38M -5,054 -41%
NP
1210
Nilsine Partners
Colorado
$1.95M -$40K -146 -2%
CPA
1211
Cardiff Park Advisors
California
$1.95M -$145K -530 -7%
CWP
1212
Concord Wealth Partners
Virginia
$1.94M +$261K +953 +15%
HA
1213
Harfst & Associates
Wyoming
$1.94M +$425K +1,553 +28%
IB
1214
Intrust Bank
Kansas
$1.94M -$6.57K -24 -0.3%
C
1215
Certuity
Florida
$1.94M +$43.8K +160 +2%
SAM
1216
Smartleaf Asset Management
Massachusetts
$1.93M +$482K +1,743 +33%
PVI
1217
Pine Valley Investments
New Jersey
$1.93M +$237K +866 +14%
CT
1218
Chicago Trust
Illinois
$1.93M +$363K +1,326 +23%
LWA
1219
Lineweaver Wealth Advisors
Ohio
$1.92M +$158K +575 +9%
OIS
1220
Okabena Investment Services
Minnesota
$1.92M -$9.31K -34 -0.5%
IWA
1221
Invera Wealth Advisors
Oregon
$1.92M -$111K -357 -5%
RC
1222
RV Capital
Switzerland
$1.92M
PIMJS
1223
PKO Investment Management Joint-Stock
Poland
$1.92M -$1.53M -5,590 -44%
DAM
1224
Doheny Asset Management
California
$1.92M
BWAM
1225
Boyd Watterson Asset Management
Ohio
$1.91M -$1.37K -5 -0.1%