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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 %
TCPW
1601
Twin City Private Wealth
North Carolina
$884K +$240K +874 +37%
MTWM
1602
Masso Torrence Wealth Management
New Jersey
$883K -$47.4K -173 -5%
AP
1603
Americana Partners
Texas
$880K -$899K -3,283 -51%
MAM
1604
Milestone Asset Management
Pennsylvania
$879K +$41.1K +150 +5%
CH
1605
Cromwell Holdings
Wyoming
$874K
SAI
1606
Savvy Advisors Inc
New York
$871K +$142K +517 +19%
CCWM
1607
Correct Capital Wealth Management
Missouri
$867K +$59.7K +218 +7%
PA
1608
Probity Advisors
Texas
$866K +$50.4K +184 +6%
KSB
1609
Kennebec Savings Bank
Maine
$865K +$865K +3,161 New
CMANY
1610
Capital Management Associates (New York)
New York
$862K
ECG
1611
EPIQ Capital Group
California
$861K +$29.6K +108 +4%
CNTOF
1612
Canandaigua National Trust of Florida
New York
$861K +$861K +3,145 New
ACI
1613
Alpha Cubed Investments
California
$859K -$48.5K -177 -5%
MI
1614
Motiv8 Investments
Florida
$858K +$195K +711 +29%
MW
1615
Marcum Wealth
Ohio
$856K +$31.2K +114 +4%
FB
1616
First Bancorp
Maine
$855K -$10.4K -38 -1%
HI
1617
Harbour Investments
Wisconsin
$850K -$10.9K -40 -1%
KIC
1618
Kensington Investment Counsel
California
$850K +$38.6K +141 +5%
EI
1619
Ecofi Investissements
France
$848K +$11.2K +50 +1%
CRI
1620
Colonial River Investments
Virginia
$844K -$1.35M -4,916 -61%
TA
1621
TFG Advisers
Michigan
$842K +$44.6K +163 +6%
RL
1622
Retireful LLC
Michigan
$841K +$841K +3,073 New
HBW
1623
Hazlett, Burt & Watson
West Virginia
$841K +$34.6K +126 +4%
SW
1624
Simplicity Wealth
New Jersey
$840K -$6.99M -25,519 -89%
MG
1625
Mather Group
Illinois
$840K -$183K -669 -18%