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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 %
AIC
1426
Argus Investors Counsel
New York
$1.3M -$9.85K -36 -0.8%
HSA
1427
HBK Sorce Advisory
Pennsylvania
$1.3M -$37.5K -137 -3%
AF
1428
Aldebaran Financial
$1.3M
KCFA
1429
Key Client Fiduciary Advisors
New Jersey
$1.29M -$20.8K -76 -2%
WIM
1430
Westside Investment Management
California
$1.29M -$5.39K -20 -0.4%
FPAS
1431
Focus Partners Advisor Solutions
Missouri
$1.29M +$110K +401 +9%
BWM
1432
Brophy Wealth Management
New Hampshire
$1.29M +$1.29M +4,712 New
V
1433
ViaWealth
Kansas
$1.29M +$159K +582 +14%
CAG
1434
Csenge Advisory Group
Florida
$1.29M +$60.2K +209 +5%
PR
1435
Payden & Rygel
California
$1.29M +$164K +600 +15%
AFO
1436
Arrowroot Family Office
California
$1.28M +$42.7K +156 +3%
GEA
1437
Glen Eagle Advisors
New Jersey
$1.28M +$284K +1,037 +28%
SIA
1438
Strategic Investment Advisors
Michigan
$1.28M -$42.1K -154 -3%
QPW
1439
Quantum Private Wealth
Florida
$1.28M -$263K -961 -17%
RP
1440
Raelipskie Partnership
Ontario, Canada
$1.28M +$185K +675 +17%
LA
1441
Legacy Advisors
Pennsylvania
$1.28M +$191K +696 +18%
FFO
1442
Fiduciary Family Office
Florida
$1.27M -$105K -384 -8%
MA
1443
MONECO Advisors
Connecticut
$1.26M +$128K +469 +11%
QWP
1444
Quotient Wealth Partners
Texas
$1.26M +$24.1K +88 +2%
FNFDCM
1445
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.26M +$473K +1,729 +60%
PWPS
1446
Pinnacle Wealth Planning Services
Ohio
$1.26M -$75.8K -277 -6%
GLAM
1447
Gardner Lewis Asset Management
Pennsylvania
$1.25M
BO
1448
Bank OZK
Arkansas
$1.25M -$39.7K -145 -3%
SS
1449
Sunbelt Securities
Texas
$1.25M -$248K -906 -17%
ETC
1450
Exchange Traded Concepts
Oklahoma
$1.25M -$1.75M -6,387 -58%