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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 %
AWM
1651
Aprio Wealth Management
Georgia
$796K +$166K +606 +26%
RMDI
1652
R.M. Davis Inc
Maine
$794K -$59.7K -218 -7%
BIP
1653
Blueprint Investment Partners
North Carolina
$794K +$520K +1,899 +190%
ECU
1654
Eisler Capital (UK)
United Kingdom
$793K -$2.47M -9,028 -76%
GBT
1655
Grove Bank & Trust
Florida
$792K -$2.85M -10,423 -78%
AP
1656
Adero Partners
California
$791K -$411K -1,501 -34%
GFG
1657
Greystone Financial Group
Michigan
$790K -$194K -709 -20%
PCM
1658
Pointe Capital Management
Michigan
$790K +$246K +897 +45%
TSW
1659
Three Seasons Wealth
Utah
$789K -$975K -3,557 -55%
UCB
1660
United Community Bank
South Carolina
$787K +$111K +404 +16%
PCM
1661
Poehling Capital Management
Wisconsin
$785K +$51.5K +188 +7%
WFI
1662
West Family Investments
California
$783K +$340K +1,241 +77%
AWAG
1663
ARS Wealth Advisors Group
Florida
$781K -$2.46K -9 -0.3%
EHWM
1664
Eads & Heald Wealth Management
Georgia
$778K +$56.7K +207 +8%
JSL
1665
JT Stratford LLC
Georgia
$778K +$195K +712 +33%
DFCM
1666
Dark Forest Capital Management
Puerto Rico
$777K +$777K +2,839 New
SCI
1667
S&CO Inc
Massachusetts
$777K
CIG
1668
Cascade Investment Group
Colorado
$769K
DM
1669
Deerfield Management
New York
$768K +$333K +1,217 +77%
NPA
1670
Nichols & Pratt Advisers
Massachusetts
$768K +$363K +1,325 +90%
KIM
1671
Kestra Investment Management
Texas
$766K +$766K +2,800 New
FAFN
1672
First Affirmative Financial Network
Colorado
$766K +$144K +527 +23%
BBL
1673
Beck Bode LLC
Massachusetts
$766K -$315K -1,151 -29%
AFM
1674
Abbot Financial Management
Massachusetts
$766K +$118K +430 +18%
KA
1675
Klingman & Associates
New York
$760K +$369K +1,349 +94%