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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 %
GC
1326
Gilbert & Cook
Iowa
$1.58M -$43.5K -159 -3%
ACGA
1327
Atlanta Consulting Group Advisors
Georgia
$1.57M +$830K +3,032 +112%
CCG
1328
Coastwise Capital Group
California
$1.57M +$191K +697 +14%
CF
1329
Convergence Financial
Missouri
$1.57M +$512K +1,870 +48%
HCM
1330
Howard Capital Management
Georgia
$1.57M +$1.57M +5,742 New
IIM
1331
InTrack Investment Management
Vermont
$1.57M -$205K -748 -12%
MW
1332
Maia Wealth
Colorado
$1.56M +$639K +2,227 +69%
CTFG
1333
Capstone Triton Financial Group
Oklahoma
$1.56M +$11.2K +41 +0.7%
EDRH
1334
Edmond de Rothschild Holding
Switzerland
$1.55M -$448K -1,635 -22%
FAM
1335
Fred Alger Management
New York
$1.55M -$1.1K -4 -0.1%
SP
1336
Stonebrook Private
Michigan
$1.54M +$41.6K +152 +3%
CI
1337
CX Institutional
Indiana
$1.54M +$30.1K +110 +2%
GCM
1338
Geneva Capital Management
Wisconsin
$1.54M -$134K -488 -8%
NBT
1339
Northwest Bank & Trust
Iowa
$1.53M +$12K +44 +0.8%
AC
1340
Apella Capital
Connecticut
$1.53M +$22.9K +82 +2%
CWG
1341
Crown Wealth Group
North Carolina
$1.53M -$46.3K -169 -3%
OWP
1342
Obermeyer Wealth Partners
Colorado
$1.52M -$40.5K -148 -3%
LAI
1343
Legal Advantage Investments
California
$1.52M
PPW
1344
Parcion Private Wealth
Washington
$1.51M -$94.4K -345 -6%
1SB
1345
1ST Source Bank
Indiana
$1.51M -$13.7K -50 -0.9%
GM
1346
Granger Management
New York
$1.51M -$318K -1,160 -17%
EWM
1347
Empirical Wealth Management
Washington
$1.51M -$139K -509 -8%
CM
1348
CastleKnight Management
New York
$1.51M -$2.11M -7,700 -58%
LWP
1349
LMG Wealth Partners
Louisiana
$1.5M +$353K +1,290 +31%
DL
1350
DOHJ LLC
Washington
$1.5M +$237K +847 +19%