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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 %
BWM
1551
Baron Wealth Management
Michigan
$1.01M +$119K +434 +13%
CFMC
1552
Curbstone Financial Management Corp
New Hampshire
$1.01M +$2.74K +10 +0.3%
FFS
1553
Founders Financial Securities
Maryland
$999K +$39.4K +144 +4%
PIA
1554
Perennial Investment Advisors
California
$998K -$31.2K -114 -3%
BCM
1555
BluePath Capital Management
Georgia
$998K +$159K +582 +19%
CF
1556
Copperwynd Financial
Arizona
$996K +$122K +444 +14%
MC
1557
Machina Capital
France
$995K -$2.16M -7,880 -68%
JSW
1558
Journey Strategic Wealth
New Jersey
$992K +$436K +1,593 +78%
LCGC
1559
Legacy Capital Group California
California
$991K +$382K +1,395 +63%
KIA
1560
Kraematon Investment Advisors
Massachusetts
$989K -$29.8K -109 -3%
IIM
1561
Ipswich Investment Management
Massachusetts
$983K -$13.7K -50 -1%
SIG
1562
Sky Investment Group
Connecticut
$969K -$1.64K -6 -0.2%
MCC
1563
Malaga Cove Capital
California
$969K +$247K +902 +34%
LIG
1564
Lokken Investment Group
Delaware
$967K -$5.47K -20 -0.6%
BCM
1565
Brown Capital Management
Maryland
$963K -$7.66K -28 -0.8%
AM
1566
AGF Management
Ontario, Canada
$962K -$226K -825 -19%
OP
1567
ORG Partners
Indiana
$959K -$764K -2,792 -44%
XF
1568
XML Financial
Maryland
$955K -$9.03K -33 -0.9%
FZCM
1569
Flynn Zito Capital Management
New York
$952K -$500K -1,826 -34%
WAAG
1570
Wealth Alliance Advisory Group
Kansas
$948K -$12K -44 -1%
WPW
1571
Watershed Private Wealth
Illinois
$947K
IPAM
1572
Investment Partners Asset Management
New Jersey
$943K
EFS
1573
Essex Financial Services
Connecticut
$942K -$12.7K -44 -1%
MCP
1574
Mirador Capital Partners
California
$939K +$341K +1,246 +57%
APP
1575
Avantax Planning Partners
Iowa
$934K -$518K -1,891 -36%