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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 %
AF
1351
Aviso Financial
Ontario, Canada
$1.5M +$113K +412 +8%
PMG
1352
ProVise Management Group
Florida
$1.5M -$10.9K -40 -0.7%
CA
1353
Claro Advisors
Massachusetts
$1.5M +$424K +1,550 +39%
NSIM
1354
North Star Investment Management
Illinois
$1.5M +$1.11M +4,044 +283%
OPW
1355
Oxler Private Wealth
New York
$1.5M +$1.92K +7 +0.1%
MCM
1356
Mainstay Capital Management
Michigan
$1.5M +$90.9K +332 +6%
BFPW
1357
BOK Financial Private Wealth
Colorado
$1.49M -$192K -702 -11%
GPA
1358
Guerra Pan Advisors
New Jersey
$1.49M
LCM
1359
Lazari Capital Management
California
$1.49M -$64K -234 -4%
KCM
1360
KRS Capital Management
Michigan
$1.48M -$81K -296 -5%
CAWM
1361
Capital Advisors Wealth Management
Washington
$1.48M -$98.5K -360 -6%
FMLI
1362
Fukoku Mutual Life Insurance
Japan
$1.48M +$90.9K +332 +7%
HAG
1363
HF Advisory Group
Maryland
$1.48M +$499K +1,821 +51%
CB
1364
Community Bank
New York
$1.48M +$128K +469 +10%
LPT
1365
Legacy Private Trust
Wisconsin
$1.47M -$1.18M -4,328 -45%
PIWA
1366
Prevail Innovative Wealth Advisors
Kansas
$1.47M +$1.47M +5,368 New
BI
1367
Ballast Inc
Kentucky
$1.47M -$16.1K -59 -1%
KMWM
1368
Keudell/Morrison Wealth Management
Oregon
$1.47M -$287K -1,049 -16%
IIM
1369
Intact Investment Management
Quebec, Canada
$1.46M -$129K -470 -8%
B
1370
Birchbrook
Maine
$1.46M +$75.5K +276 +5%
KJHP
1371
K.J. Harrison & Partners
Ontario, Canada
$1.46M +$1.46M +5,000 New
EWA
1372
Etesian Wealth Advisors
Oregon
$1.45M +$223K +816 +18%
FMTC
1373
Farmers & Merchants Trust Company
California
$1.45M -$21.3K -78 -1%
SC
1374
Sapient Capital
Indiana
$1.44M -$274 -1 -0%
SC
1375
Syon Capital
California
$1.43M -$37.8K -138 -3%