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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 %
WPWM
1801
Western Pacific Wealth Management
Illinois
$579K -$704K -2,573 -55%
LI
1802
LRI Investments
Florida
$579K +$543K +23,418 +1,511%
PWS
1803
Peterson Wealth Services
Utah
$579K +$27.6K +101 +5%
GSEP
1804
Golden State Equity Partners
California
$578K -$5.48M -20,026 -90%
OWP
1805
ORG Wealth Partners
Texas
$578K +$578K +2,111 New
C
1806
CEDRUS
Colorado
$574K +$43K +157 +8%
WCFA
1807
Walkner Condon Financial Advisors
Wisconsin
$573K -$274 -1 -0%
LTI
1808
Laffer Tengler Investments
Tennessee
$571K -$14.5K -53 -2%
ES
1809
Eagle Strategies
New York
$571K -$1.22M -4,447 -68%
6F
1810
626 Financial
Michigan
$571K -$62.7K -229 -10%
FA
1811
FF Advisors
California
$570K
SFG
1812
Synergy Financial Group
California
$569K +$32.9K +120 +6%
WPC
1813
White Pine Capital
Minnesota
$568K +$30.9K +113 +6%
LJAC
1814
L.J. Altfest & Co
New York
$568K -$49.6K -181 -8%
FIM
1815
Freedom Investment Management
Connecticut
$565K -$526K -1,921 -48%
AA
1816
Addison Advisors
Vermont
$562K +$48.4K +177 +9%
GAA
1817
Global Assets Advisory
Florida
$561K +$561K +2,072 New
BW
1818
Bison Wealth
Georgia
$561K -$24.6K -90 -4%
SL
1819
SFM LLC
New Hampshire
$559K -$1.1K -4 -0.2%
RFN
1820
Redwood Financial Network
Ohio
$559K -$27.4K -100 -5%
BTW
1821
Boston Trust Walden
Massachusetts
$558K
NCFG
1822
New Century Financial Group
New Jersey
$558K +$342K +1,248 +158%
TWP
1823
Tyche Wealth Partners
Texas
$555K -$15.3K -56 -3%
RGC
1824
Roberts, Glore & Co
Illinois
$554K -$20.5K -75 -4%
BIA
1825
Bigelow Investment Advisors
Maine
$553K +$39.1K +143 +8%