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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 %
VF
1376
Vest Financial
Virginia
$1.42M +$893K +3,262 +168%
SCA
1377
St. Clair Advisors
Ohio
$1.42M -$54.7K -200 -4%
HIM
1378
Hillsdale Investment Management
Ontario, Canada
$1.41M +$231K +844 +20%
NAS
1379
Nicolet Advisory Services
Wisconsin
$1.41M -$11K -39 -0.8%
BLC
1380
Brown, Lisle/Cummings
Rhode Island
$1.41M +$34.2K +125 +2%
NIMI
1381
Natixis Investment Managers International
France
$1.41M +$1.41M +5,154 New
CCP
1382
Cunning Capital Partners
North Carolina
$1.41M
AA
1383
Ancora Advisors
Ohio
$1.4M -$2.46K -9 -0.2%
IIM
1384
Ironwood Investment Management
Massachusetts
$1.4M -$66.8K -244 -5%
CPM
1385
Connective Portfolio Management
New York
$1.4M
BC
1386
Bowman & Company
Wisconsin
$1.4M +$145K +530 +12%
BAM
1387
Bosun Asset Management
Illinois
$1.4M +$10.9K +40 +0.8%
PL
1388
Plancorp LLC
Missouri
$1.39M -$359K -1,312 -21%
EFG
1389
Everhart Financial Group
Ohio
$1.39M +$196K +715 +16%
DFC
1390
DB Fitzpatrick & Co
Idaho
$1.39M -$4.11K -15 -0.3%
AWA
1391
Alta Wealth Advisors
Massachusetts
$1.38M -$110K -403 -7%
GIP
1392
Granite Investment Partners
California
$1.38M -$193K -704 -12%
JFGIW
1393
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.38M -$45.8K -167 -3%
SSWM
1394
Smith Salley Wealth Management
North Carolina
$1.38M +$108K +395 +9%
SIG
1395
Sargent Investment Group
Maryland
$1.37M +$16.7K +61 +1%
CFP
1396
Catalyst Financial Partners
Massachusetts
$1.37M +$36.4K +133 +3%
TFIPS
1397
Towarzystwo Funduszy Inwestycyjnych PZU SA
$1.37M +$45.2K +165 +3%
MLL
1398
Moody Lynn & Lieberson
Massachusetts
$1.37M -$79.4K -290 -5%
APIM
1399
Agate Pass Investment Management
Washington
$1.37M +$1.37M +5,004 New
UOC
1400
UBS O'Connor
Illinois
$1.37M -$4.11M -15,000 -75%