CRM icon

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 %
BDFN
1526
Bond & Devick Financial Network
Minnesota
$1.06M
DFA
1527
Delta Financial Advisors
Louisiana
$1.06M +$16.7K +61 +2%
PMA
1528
Prudent Man Advisors
Illinois
$1.06M -$48.4K -177 -4%
TBC
1529
Ted Buchan & Co
California
$1.05M +$125K +455 +13%
AAM
1530
Augustine Asset Management
Florida
$1.05M +$11.8K +43 +1%
LP
1531
LMR Partners
United Kingdom
$1.05M +$1.05M +3,839 New
MAM
1532
MWA Asset Management
Massachusetts
$1.05M -$138K -504 -12%
CIA
1533
Cape Investment Advisory
Georgia
$1.05M +$245K +896 +31%
SMA
1534
Sage Mountain Advisors
Georgia
$1.04M +$95.5K +349 +10%
MBT
1535
Montecito Bank & Trust
California
$1.04M +$547K +1,998 +111%
SIC
1536
Sterling Investment Counsel
New York
$1.03M +$14.5K +53 +1%
OIM
1537
Oder Investment Management
California
$1.03M +$15.3K +56 +2%
WI
1538
WrapManager Inc
California
$1.03M -$1.01M -3,707 -50%
DW30
1539
Drucker Wealth 3.0
New Jersey
$1.03M +$305K +1,114 +42%
LAM
1540
L2 Asset Management
Massachusetts
$1.03M +$34.5K +126 +3%
AWM
1541
Angeles Wealth Management
California
$1.02M +$92K +336 +10%
CWP
1542
Capital Wealth Planning
Florida
$1.02M -$1.92M -7,017 -65%
OPTFSNA
1543
Old Point Trust & Financial Services N A
Virginia
$1.02M +$32.8K +120 +3%
APC
1544
Aspire Private Capital
North Carolina
$1.01M +$20.8K +76 +2%
LOIM
1545
Liberty One Investment Management
Illinois
$1.01M -$26K -95 -3%
CWA
1546
Consilium Wealth Advisory
Texas
$1.01M +$201K +733 +25%
MFA
1547
Mayflower Financial Advisors
Massachusetts
$1.01M +$5.2K +19 +0.5%
SWM
1548
Seed Wealth Management
Illinois
$1.01M +$9.58K +35 +1%
BWP
1549
BSW Wealth Partners
Colorado
$1.01M +$140K +511 +16%
PWM
1550
Palumbo Wealth Management
New York
$1.01M +$20.5K +75 +2%