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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 %
PWM
1726
Prentice Wealth Management
New York
$686K +$10.1K +37 +1%
XWM
1727
Xcel Wealth Management
Florida
$683K -$603K -2,202 -47%
VIM
1728
Vista Investment Management
Pennsylvania
$681K +$452K +1,650 +197%
SC
1729
Solstein Capital
California
$681K
XS
1730
XR Securities
Illinois
$679K +$679K +2,479 New
WWS
1731
Wellington Wealth Strategies
Indiana
$677K +$677K +2,322 New
KCIC
1732
Kuhn & Co Investment Counsel
Illinois
$675K
VCM
1733
Virtue Capital Management
Tennessee
$672K +$108K +396 +19%
HFM
1734
Hartford Funds Management
Pennsylvania
$671K +$59.4K +217 +10%
WFAG
1735
Worth Financial Advisory Group
North Carolina
$667K +$20.8K +76 +3%
DWM
1736
Drive Wealth Management
Utah
$667K -$41.9K -153 -6%
NL
1737
NVWM LLC
Pennsylvania
$667K +$9.36K +36 +1%
CSB
1738
City State Bank
Iowa
$666K
EL
1739
EWA LLC
Pennsylvania
$664K +$10.9K +33 +2%
HWMO
1740
Heritage Wealth Management (Ohio)
Ohio
$663K
MCA
1741
Magnolia Capital Advisors
Mississippi
$659K +$3.56K +13 +0.5%
SIM
1742
Studio Investment Management
Illinois
$658K +$11.2K +41 +2%
MAWA
1743
Moss Adams Wealth Advisors
Washington
$657K +$187K +683 +40%
AIA
1744
Alera Investment Advisors
Illinois
$656K +$58.3K +213 +10%
BCP
1745
Blackhawk Capital Partners
Wisconsin
$655K -$11.8K -43 -2%
MMPW
1746
Mitchell McLeod Pugh & Williams
Alabama
$654K +$2.74K +10 +0.4%
WJWM
1747
Williams Jones Wealth Management
New York
$654K -$259K -946 -28%
SC
1748
Sierra Capital
Florida
$654K
HIC
1749
Holderness Investments Company
North Carolina
$653K +$3.56K +13 +0.5%
CCA
1750
Childress Capital Advisors
Texas
$652K +$39.1K +143 +6%