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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 %
FWP
1701
FAS Wealth Partners
Kansas
$725K +$274 +1 +0%
WBC
1702
West Branch Capital
Massachusetts
$724K +$254K +929 +54%
Fayez Sarofim & Co
1703
Fayez Sarofim & Co
Texas
$724K
MIFH
1704
Migdal Insurance & Financial Holdings
Israel
$721K -$83.2K -302 -10%
BWA
1705
Blodgett Wealth Advisors
California
$719K -$16.4K -60 -2%
SYBT
1706
Stock Yards Bank & Trust
Kentucky
$719K -$149K -545 -17%
AWM
1707
Aviso Wealth Management
Washington
$719K -$123K -450 -15%
BW
1708
BIP Wealth
Georgia
$715K +$5.47K +20 +0.8%
Winslow Capital Management
1709
Winslow Capital Management
Minnesota
$715K -$23M -83,924 -97%
IC
1710
Inscription Capital
Texas
$710K +$3.83K +14 +0.5%
CRWM
1711
Castle Rock Wealth Management
California
$705K +$43K +150 +6%
KFA
1712
Kapstone Financial Advisors
Ohio
$700K
KFI
1713
Key Financial Inc
Pennsylvania
$700K +$2.74K +10 +0.4%
HIF
1714
Hill Island Financial
Michigan
$698K +$274 +1 +0%
FFO
1715
Fortitude Family Office
Arizona
$697K +$23K +84 +3%
OL
1716
OneFund LLC
Florida
$697K +$3.01K +11 +0.4%
WCM
1717
Windsor Capital Management
Arizona
$695K -$3.83K -14 -0.5%
LCWP
1718
Legacy Capital Wealth Partners
Arkansas
$694K +$346K +1,264 +99%
MC
1719
Mathes Company
New York
$691K -$54.7K -200 -7%
AP
1720
Appleton Partners
Massachusetts
$691K -$26.6K -97 -4%
CPW
1721
Catalyst Private Wealth
California
$691K
GEM
1722
Global Endowment Management
North Carolina
$689K +$2.46K +9 +0.4%
AF
1723
Advisornet Financial
Minnesota
$689K +$38K +139 +6%
AIMA
1724
Ables Iannone Moore & Associates
Georgia
$688K
FA
1725
Fountainhead AM
New Jersey
$688K +$247K +903 +56%