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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 %
CC
1851
Copperleaf Capital
North Carolina
$531K +$20.3K +74 +4%
RFP
1852
Root Financial Partners
California
$529K +$41.1K +150 +8%
AWAP
1853
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$527K +$45.7K +167 +9%
SPWG
1854
Sage Private Wealth Group
Illinois
$527K +$39.7K +145 +8%
NFA
1855
Northern Financial Advisors
Michigan
$526K -$27.6K -101 -5%
RA
1856
Riversedge Advisors
Delaware
$526K +$33.4K +122 +7%
BGA
1857
Battery Global Advisors
Massachusetts
$525K
IGGA
1858
Iron Gate Global Advisors
Utah
$524K -$1.92K -7 -0.4%
TCM
1859
Telos Capital Management
California
$523K -$62.7K -229 -11%
ECA
1860
Elevated Capital Advisors
Utah
$523K +$523K +1,909 New
JWM
1861
Jeppson Wealth Management
California
$522K +$274 +1 +0.1%
Financial Engines Advisors
1862
Financial Engines Advisors
California
$522K -$2.1M -7,646 -80%
WAG
1863
Winthrop Advisory Group
Massachusetts
$521K +$274 +1 +0.1%
SWA
1864
Sax Wealth Advisors
New Jersey
$520K +$263K +962 +103%
FA
1865
Fermata Advisors
California
$519K +$140K +511 +37%
SFG
1866
SevenBridge Financial Group
Pennsylvania
$519K +$118K +344 +29%
CNBTD
1867
Citizens National Bank Trust Department
Mississippi
$517K +$37.5K +137 +8%
BOPW
1868
Brandywine Oak Private Wealth
Pennsylvania
$513K
FWM
1869
FFT Wealth Management
Pennsylvania
$513K +$68.4K +250 +15%
PA
1870
PSI Advisors
Florida
$513K +$274 +1 +0.1%
WWP
1871
Waypoint Wealth Partners
California
$512K +$89K +325 +21%
FI
1872
Financial Insights
Washington
$510K -$466K -1,701 -48%
RCM
1873
Raleigh Capital Management
North Carolina
$509K +$35.6K +130 +8%
GA
1874
Geller Advisors
New York
$508K +$23K +84 +5%
AT
1875
Avalon Trust
New Mexico
$508K -$116K -425 -19%