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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 %
PG
1501
Prostatis Group
Maryland
$1.14M +$93.1K +340 +9%
BAM
1502
Byrne Asset Management
New Jersey
$1.14M +$6.3K +23 +0.6%
WGC
1503
Watts Gwilliam & Co
Arizona
$1.14M +$1.14M +3,897 New
CIA
1504
Choate Investment Advisors
Massachusetts
$1.14M +$2.46K +9 +0.2%
SSWG
1505
Seven Springs Wealth Group
Tennessee
$1.13M -$24.4K -89 -2%
CCP
1506
Carmel Capital Partners
California
$1.13M +$1.13M +4,141 New
JIP
1507
Jaffetilchin Investment Partners
Florida
$1.13M +$79.1K +289 +8%
HPC
1508
HM Payson & Co
Maine
$1.13M +$20.8K +76 +2%
MIP
1509
Marietta Investment Partners
Wisconsin
$1.12M -$147K -538 -12%
SIC
1510
Salem Investment Counselors
North Carolina
$1.12M
GCM
1511
Gladius Capital Management
Illinois
$1.12M +$1.12M +4,080 New
BL
1512
BFSG LLC
California
$1.11M +$50.1K +183 +5%
SI
1513
Shaker Investments
Ohio
$1.11M -$1.1M -4,033 -50%
GITFIT
1514
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$1.11M
BIM
1515
Bridges Investment Management
Nebraska
$1.11M -$183K -670 -14%
CCMT
1516
CMT Capital Markets Trading
Germany
$1.11M -$6.9M -25,209 -86%
ARC
1517
Advisor Resource Council
Texas
$1.1M +$1.1M +4,033 New
BAM
1518
Belpointe Asset Management
Nevada
$1.1M +$218K +796 +25%
SRC
1519
Sage Rhino Capital
California
$1.1M +$7.66K +28 +0.7%
CLA
1520
Carnegie Lake Advisors
New Jersey
$1.1M +$1.1M +4,020 New
BTWM
1521
Baker Tilly Wealth Management
Wisconsin
$1.09M -$627K -2,290 -36%
CBTWT
1522
Community Bank & Trust (Waco, Texas)
Texas
$1.09M -$821 -3 -0.1%
LCM
1523
LCM Capital Management
Illinois
$1.08M +$20.3K +74 +2%
MFS
1524
Monetta Financial Services
Illinois
$1.07M +$1.07M +3,900 New
RBC
1525
Romano Brothers & Co
Illinois
$1.07M -$13.4K -49 -1%