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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 %
AIM
1476
Anchor Investment Management
South Carolina
$1.17M +$159K +581 +16%
KHCM
1477
Kirtland Hills Capital Management
Ohio
$1.17M +$265K +970 +29%
CWM
1478
Cornerstone Wealth Management
Missouri
$1.17M -$82.7K -302 -7%
DCM
1479
Dudley Capital Management
Virginia
$1.17M +$14K +51 +1%
FFN
1480
Focus Financial Network
Minnesota
$1.17M -$164K -597 -12%
LFG
1481
Larson Financial Group
Missouri
$1.17M +$325K +1,188 +39%
GWP
1482
Gen-Wealth Partners
Michigan
$1.17M +$13.9K +47 +1%
WAG
1483
Wallace Advisory Group
California
$1.16M -$21.1K -82 -2%
SFG
1484
Shum Financial Group
California
$1.16M +$1.16M +3,893 New
CMI
1485
Clare Market Investments
Texas
$1.16M -$94.4K -345 -8%
CPW
1486
Cove Private Wealth
New York
$1.16M
FMC
1487
First Merchants Corp
Indiana
$1.16M +$4.65K +17 +0.4%
BOM
1488
Bank of Marin
California
$1.15M +$2.46K +9 +0.2%
ACM
1489
Allred Capital Management
Texas
$1.15M +$70.3K +257 +6%
NL
1490
NWAM LLC
Washington
$1.15M +$1.15M +4,209 New
OWA
1491
Octavia Wealth Advisors
Ohio
$1.15M +$40.6K +148 +4%
PWG
1492
Portside Wealth Group
Utah
$1.15M -$6.43M -23,495 -85%
NDSI
1493
Newman Dignan & Sheerar Inc
Rhode Island
$1.15M +$294 +1 +0%
CL
1494
CSS LLC
Illinois
$1.15M +$876K +3,200 +320%
OFS
1495
Orrstown Financial Services
Pennsylvania
$1.15M +$497K +1,814 +76%
PFGIA
1496
Patriot Financial Group Insurance Agency
Massachusetts
$1.14M +$202K +738 +21%
DI
1497
Diligent Investors
California
$1.14M +$20.8K +76 +2%
AWA
1498
Arete Wealth Advisors
Illinois
$1.14M +$1.14M +4,234 New
Wolverine Trading
1499
Wolverine Trading
Illinois
$1.14M -$26.4M -95,585 -96%
BOH
1500
Bank of Hawaii
Hawaii
$1.14M +$18.9K +69 +2%