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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 %
RCG
1276
Regatta Capital Group
California
$1.77M +$55.8K +204 +3%
DA
1277
Dover Advisors
Virginia
$1.77M +$266K +972 +18%
CVA
1278
Central Valley Advisors
California
$1.76M +$74.2K +271 +4%
DC
1279
Davenport & Co
Virginia
$1.76M +$239K +873 +16%
TF
1280
TLWM Financial
Texas
$1.76M +$386K +1,410 +28%
AC
1281
AlphaCore Capital
California
$1.75M +$237K +864 +16%
CT
1282
Coastline Trust
Rhode Island
$1.75M +$37.8K +138 +2%
HVCM
1283
Hel Ved Capital Management
Hong Kong
$1.75M +$1.75M +6,395 New
LSA
1284
L & S Advisors
California
$1.75M -$410K -1,498 -19%
MCM
1285
Mainstream Capital Management
California
$1.75M +$1.75M +6,376 New
BMCM
1286
Bryn Mawr Capital Management
Pennsylvania
$1.74M -$1.1M -4,011 -39%
LFA
1287
Legacy Financial Advisors
Kentucky
$1.74M +$178K +651 +11%
EWA
1288
EverSource Wealth Advisors
Alabama
$1.74M +$11.2K +41 +0.6%
CBT
1289
Central Bank & Trust
Kentucky
$1.74M -$1.64K -6 -0.1%
AL
1290
Aspiriant LLC
California
$1.73M -$515K -1,883 -23%
RPC
1291
Rossmore Private Capital
Connecticut
$1.73M
PDL
1292
Portfolio Design Labs
California
$1.73M -$1.24M -4,522 -42%
CFG
1293
Cooper Financial Group
California
$1.73M +$45.4K +166 +3%
GS
1294
GTS Securities
New York
$1.72M -$369K -1,349 -18%
CP
1295
Canopy Partners
Ohio
$1.72M +$21.3K +78 +1%
AFA
1296
AA Financial Advisors
Ohio
$1.71M +$128K +466 +8%
MSAM
1297
Moloney Securities Asset Management
Missouri
$1.71M +$326K +1,190 +23%
ATS
1298
Ashton Thomas Securities
New York
$1.7M +$168K +615 +11%
SP
1299
Stablepoint Partners
Massachusetts
$1.69M +$25.2K +92 +2%
GAM
1300
Grandview Asset Management
Pennsylvania
$1.69M -$85.7K -313 -5%