CRM icon

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
1301
IMA Advisory Services
Colorado
$1.69M -$68.3K -249 -4%
JCM
1302
Jacobi Capital Management
Pennsylvania
$1.69M +$93.3K +341 +6%
RAM
1303
Redmond Asset Management
Virginia
$1.69M +$2.19K +8 +0.1%
ATWA
1304
Arbor Trust Wealth Advisors
Michigan
$1.68M
VIM
1305
VELA Investment Management
Ohio
$1.67M +$10.9K +40 +0.7%
CPIA
1306
Cornell Pochily Investment Advisors
New York
$1.67M -$19.2K -70 -1%
TCPG
1307
Trivant Custom Portfolio Group
California
$1.67M -$9.31K -34 -0.6%
DA
1308
Doliver Advisors
Texas
$1.66M +$78.8K +288 +5%
SMH
1309
Sanders Morris Harris
Texas
$1.66M
GWSG
1310
GPS Wealth Strategies Group
Colorado
$1.66M -$119K -435 -7%
QWM
1311
Quadcap Wealth Management
Texas
$1.65M -$69.3K -253 -4%
FCB
1312
First County Bank
Connecticut
$1.65M -$70.1K -256 -4%
RMC
1313
Resources Management Corp
Connecticut
$1.64M +$17.8K +65 +1%
AFAS
1314
Acorn Financial Advisory Services
Virginia
$1.64M -$4.65K -17 -0.3%
RAM
1315
Ramirez Asset Management
New York
$1.64M
AWA
1316
Aaron Wealth Advisors
Illinois
$1.63M +$136K +496 +9%
SSI
1317
Scott & Selber Inc
Texas
$1.62M -$6.57K -24 -0.4%
CWM
1318
Castle Wealth Management
Florida
$1.62M +$253K +923 +19%
AA
1319
Axiom Advisory
California
$1.61M +$24.6K +96 +2%
TPWA
1320
TRUE Private Wealth Advisors
Oregon
$1.61M -$8.49K -31 -0.5%
RCA
1321
Riverview Capital Advisers
Massachusetts
$1.6M -$547 -2 -0%
PTP
1322
Platform Technology Partners
New York
$1.6M -$70.9K -259 -4%
WGCA
1323
Wolf Group Capital Advisors
Virginia
$1.59M +$72K +341 +5%
RCAG
1324
Rehmann Capital Advisory Group
Michigan
$1.58M -$30.4K -111 -2%
LC
1325
Lindbrook Capital
California
$1.58M +$45.7K +167 +3%