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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 %
SB
1676
Sunflower Bank
Texas
$760K +$71.7K +262 +10%
PHIC
1677
Pine Haven Investment Counsel
Massachusetts
$760K +$115K +419 +18%
AIA
1678
Angeles Investment Advisors
California
$759K
NF
1679
Nvest Financial
New Hampshire
$759K +$238K +870 +46%
CC
1680
Callan Capital
California
$758K +$210K +768 +38%
IWA
1681
Icon Wealth Advisors
Texas
$758K -$2.19M -8,008 -74%
FCBT
1682
First Citizens Bank & Trust
North Carolina
$756K -$67.6K -247 -8%
JCIA
1683
Jackson Creek Investment Advisors
Colorado
$751K +$361K +1,318 +92%
MLA
1684
My Legacy Advisors
Oregon
$751K -$126K -459 -14%
BFWM
1685
Bright Futures Wealth Management
New York
$750K -$37.9K -128 -5%
MIM
1686
Moseley Investment Management
Florida
$745K -$274K -1,002 -27%
TSS
1687
Two Sigma Securities
New York
$744K +$744K +2,719 New
EWM
1688
Evermay Wealth Management
Virginia
$743K -$18.1K -66 -2%
SGA
1689
Seaport Global Advisors
Massachusetts
$743K
HNW
1690
High Note Wealth
Minnesota
$740K -$2.46K -9 -0.3%
AA
1691
Alta Advisers
United Kingdom
$739K
HTHT
1692
Hemenway Trust Hemenway Trust
New Hampshire
$738K +$260K +950 +54%
FMWA
1693
Forvis Mazars Wealth Advisors
Missouri
$735K +$357K +1,305 +95%
KA
1694
Kozak & Associates
Colorado
$733K +$1.45K +5 +0.2%
APW
1695
Austin Private Wealth
Texas
$732K -$3.01K -11 -0.4%
VIM
1696
Vancity Investment Management
British Columbia, Canada
$732K -$49.4M -180,495 -99%
GWM
1697
Greenwich Wealth Management
Connecticut
$731K +$31.2K +114 +4%
SCP
1698
Sivia Capital Partners
California
$728K +$84K +307 +13%
GI
1699
GAMCO Investors
Connecticut
$728K +$106K +386 +17%
AWM
1700
Avitas Wealth Management
California
$726K -$55.8K -204 -7%