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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 %
PCM
1626
Prana Capital Management
Connecticut
$839K -$1.17M -4,288 -58%
LAM
1627
Lingohr Asset Management
Germany
$839K +$275K +1,003 +49%
SSWM
1628
Strait & Sound Wealth Management
California
$838K -$148K -539 -15%
CF
1629
Cyr Financial
Illinois
$836K -$23K -84 -3%
CCG
1630
Catalina Capital Group
California
$833K +$189K +689 +29%
MCWA
1631
Meadow Creek Wealth Advisors
Georgia
$831K -$17K -62 -2%
VA
1632
Valmark Advisers
Ohio
$830K +$103K +377 +14%
CM
1633
Corvex Management
New York
$830K
PFBT
1634
Parkside Financial Bank & Trust
Missouri
$829K -$9.58K -35 -1%
RGI
1635
River Global Investors
United Kingdom
$829K -$21.1K -77 -2%
WAOI
1636
Wealth Advisors of Iowa
Iowa
$829K +$1.1K +4 +0.1%
1IA
1637
1834 Investment Advisors
Wisconsin
$828K -$75K -274 -8%
QC
1638
Quent Capital
New York
$828K -$12.9K -47 -2%
MIC
1639
Meridian Investment Counsel
California
$825K
CAM
1640
Carret Asset Management
New York
$824K +$90.9K +332 +12%
MWA
1641
Midland Wealth Advisors
Illinois
$823K +$9.85K +36 +1%
ITC
1642
Inspire Trust Company
Nevada
$821K +$821K +3,000 New
TP
1643
Tranquility Partners
Tennessee
$814K
ST
1644
Smithfield Trust
Pennsylvania
$809K -$13.9K -51 -2%
RC
1645
Rovin Capital
Arizona
$805K +$365K +1,335 +83%
KC
1646
Knuff & Co
California
$805K
AFT
1647
Alpha Family Trust
California
$803K
BCM
1648
Bienville Capital Management
New York
$801K
SIA
1649
Soltis Investment Advisors
Utah
$801K -$51.2K -187 -6%
CCT
1650
Chemung Canal Trust
New York
$800K -$113K -413 -12%