CRM icon

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 %
TWM
1751
Trueblood Wealth Management
Ohio
$650K +$13.4K +49 +2%
MPWS
1752
McCarter Private Wealth Services
Massachusetts
$648K +$648K +2,369 New
RPWA
1753
Regent Peak Wealth Advisors
Georgia
$647K +$26.3K +96 +4%
GF
1754
Gabelli Funds
New York
$645K -$13.7K -50 -2%
GTAM
1755
Global Trust Asset Management
Florida
$644K -$50.9K -186 -7%
ZIG
1756
Zullo Investment Group
Pennsylvania
$643K +$16.4K +60 +3%
JIC
1757
Joel Isaacson & Co
New York
$643K +$94.7K +346 +17%
RH
1758
RFG Holdings
Texas
$641K +$84.9K +310 +15%
PA
1759
PFG Advisors
Arizona
$638K -$22.7K -83 -3%
IRC
1760
Investors Research Corp
Georgia
$634K
CIM
1761
CIM Investment Management
Pennsylvania
$634K -$22.4K -82 -3%
PA
1762
Parkside Advisors
California
$630K
LWM
1763
Laidlaw Wealth Management
New York
$630K -$2.19K -8 -0.3%
CCAM
1764
Cascades Capital Asset Management
North Carolina
$630K +$630K +2,302 New
AFP
1765
Ausdal Financial Partners
Iowa
$628K +$93.6K +342 +18%
DWAM
1766
Duncan Williams Asset Management
Tennessee
$628K +$628K +2,294 New
AWM
1767
Accel Wealth Management
Iowa
$625K +$10.9K +40 +2%
CWG
1768
Cornerstone Wealth Group
North Carolina
$625K -$29.3K -107 -4%
TC
1769
Truvestments Capital
Florida
$623K +$95.5K +349 +18%
PP
1770
Pegasus Partners
Wisconsin
$622K +$73.9K +270 +13%
MSWM
1771
McGlone Suttner Wealth Management
Wisconsin
$622K -$102K -374 -14%
BFG
1772
Berger Financial Group
Minnesota
$621K +$31.8K +116 +5%
CP
1773
Covenant Partners
Tennessee
$618K +$70.3K +257 +13%
AA
1774
Advisory Alpha
Michigan
$617K +$112K +408 +22%
1CP
1775
17 Capital Partners
Arizona
$616K +$2.74K +10 +0.4%