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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 %
BFA
1826
Beaumont Financial Advisors
Massachusetts
$553K -$154K -563 -22%
HBT
1827
Heartland Bank & Trust
Illinois
$551K -$35.6K -130 -6%
PWP
1828
Phillips Wealth Planners
Mississippi
$549K +$95.4K +328 +21%
AIMC
1829
Alley Investment Management Company
Illinois
$547K -$821 -3 -0.1%
GMF
1830
Grace & Mercy Foundation
New York
$547K -$1.51M -5,500 -73%
LWM
1831
Latko Wealth Management
Illinois
$547K +$547K +2,000 New
TW
1832
Traveka Wealth
California
$546K +$21.1K +77 +4%
SFI
1833
SPC Financial Inc
Maryland
$546K +$19.4K +71 +4%
NFA
1834
Northwest Financial Advisors
Virginia
$544K -$4.38K -16 -0.8%
TA
1835
TFB Advisors
Kansas
$544K +$17.2K +63 +3%
IF
1836
Intrua Financial
Texas
$541K +$25.2K +92 +5%
CWM
1837
Connecticut Wealth Management
Connecticut
$539K -$6.02K -22 -1%
DOA
1838
D'Orazio & Associates
Virginia
$539K -$548 -2 -0.1%
HNB
1839
Hilltop National Bank
Wyoming
$539K -$9.31K -34 -2%
FWM
1840
Focused Wealth Management
New York
$538K +$22.7K +83 +4%
FIA
1841
FNY Investment Advisers
New York
$538K +$538K +1,966 New
CPWM
1842
Cypress Point Wealth Management
Texas
$537K +$23.8K +87 +5%
CPA
1843
Capital Performance Advisors
California
$537K +$71.2K +260 +15%
LRWA
1844
Long Run Wealth Advisors
New York
$537K +$537K +1,962 New
WC
1845
Waterloo Capital
Texas
$537K +$117K +429 +28%
CA
1846
Carson Advisory
Georgia
$535K +$4.93K +18 +0.9%
SCI
1847
Silver Coast Investments
United States
$535K +$10.9K +40 +2%
PW
1848
Peninsula Wealth
California
$535K +$33.2K +114 +7%
SMFG
1849
Sumitomo Mitsui Financial Group
Japan
$534K -$54.5K -197 -9%
FFA
1850
Fi3 Financial Advisors
Indiana
$533K +$206K +752 +63%