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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 %
CA
1776
Crumly & Associates
Illinois
$614K +$2.74K +10 +0.4%
GKWIM
1777
Gerber Kawasaki Wealth & Investment Management
California
$613K +$11.8K +43 +2%
MFG
1778
Magnus Financial Group
New York
$611K -$91.1K -333 -13%
WCA
1779
Westover Capital Advisors
Delaware
$608K -$65.7K -240 -10%
RZH
1780
Relyea Zuckerberg Hanson
Connecticut
$607K +$72.5K +265 +14%
GLA
1781
Good Life Advisors
Pennsylvania
$607K +$159K +581 +36%
CIAS
1782
Capital Investment Advisory Services
North Carolina
$603K -$4.65K -17 -0.8%
AWE
1783
Avidian Wealth Enterprises
Texas
$603K +$184K +673 +44%
HL
1784
HeadInvest LLC
Maine
$601K -$4.11K -15 -0.7%
HCM
1785
Hengehold Capital Management
Ohio
$600K +$6.84K +25 +1%
MA
1786
Montag & Associates
Georgia
$596K
WBCM
1787
Wilson & Boucher Capital Management
California
$595K +$233K +850 +64%
VCA
1788
Verdence Capital Advisors
Maryland
$595K +$59.9K +219 +11%
BFA
1789
Beacon Financial Advisory
Ohio
$594K +$144K +525 +32%
WA
1790
WBH Advisory
Maryland
$592K -$33.7K -123 -5%
RIP
1791
RAM Investment Partners
Washington
$592K +$7.39K +27 +1%
PWMAG
1792
Pinnacle Wealth Management Advisory Group
New Jersey
$591K +$32K +117 +6%
FPCP
1793
Fort Point Capital Partners
California
$591K +$5.75K +21 +1%
CWS
1794
Confluence Wealth Services
Pennsylvania
$589K -$98K -358 -14%
BC
1795
Brio Consultants
California
$588K +$38.6K +141 +7%
AF
1796
Apollon Financial
South Carolina
$588K +$5.47K +20 +0.9%
HHRDM
1797
H&H Retirement Design & Management
Nevada
$587K +$141K +489 +32%
ISWM
1798
Independent Solutions Wealth Management
New York
$586K +$39.7K +145 +7%
MSA
1799
Marino Stram & Associates
Massachusetts
$585K
CC
1800
Centiva Capital
New York
$584K -$250K -912 -30%