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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 %
FCA
1576
FLC Capital Advisors
California
$931K +$24.1K +88 +3%
KLCM
1577
KG&L Capital Management
Louisiana
$927K +$84.3K +308 +10%
DJYG
1578
David J. Yvars Group
Florida
$925K -$3.56M -13,014 -79%
IIC
1579
Ironwood Investment Counsel
Arizona
$921K -$5.2K -19 -0.6%
GDP
1580
Great Diamond Partners
Maine
$917K -$335K -1,223 -27%
GFP
1581
Gryphon Financial Partners
Ohio
$915K -$38K -139 -4%
PA
1582
Prossimo Advisors
California
$913K +$20K +73 +2%
FAM
1583
Formidable Asset Management
Ohio
$912K -$83.5K -305 -8%
SQA
1584
Simon Quick Advisors
New Jersey
$910K +$60.5K +221 +7%
SCA
1585
STALEY CAPITAL ADVISERS
Pennsylvania
$905K
AWM
1586
Accurate Wealth Management
Florida
$901K +$254K +881 +39%
BB
1587
Burford Brothers
Texas
$901K +$99.4K +363 +12%
GSIAS
1588
Garden State Investment Advisory Services
New Jersey
$898K +$197K +717 +28%
OWG
1589
Oxford Wealth Group
Florida
$898K -$285K -1,040 -24%
WI
1590
WBI Investments
New Jersey
$897K +$897K +3,278 New
CWM
1591
Calamos Wealth Management
Illinois
$893K +$3.01K +11 +0.3%
TGAM
1592
TBH Global Asset Management
Tennessee
$893K -$2.28M -8,318 -72%
RCA
1593
Roberts Capital Advisors
Colorado
$893K
PSP
1594
Principal Street Partners
Tennessee
$891K +$9.18K +34 +1%
MMG
1595
Monetary Management Group
Missouri
$887K -$34.2K -125 -4%
VWA
1596
Visionary Wealth Advisors
Illinois
$887K +$23.5K +86 +3%
RBFC
1597
Roman Butler Fullerton & Co
Missouri
$886K -$4.61K -16 -0.5%
WWM
1598
Wolff Wiese Magana
California
$885K +$11.5K +42 +1%
NMG
1599
New Millennium Group
Utah
$885K +$884K +3,229 +80,725%
FWI
1600
Facet Wealth Inc
Maryland
$884K +$573K +1,944 +184%