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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 %
ACM
1876
Arcataur Capital Management
Wisconsin
$508K -$1.37K -5 -0.3%
BWG
1877
Berry Wealth Group
Texas
$508K +$1.64K +6 +0.3%
FHC
1878
First Heartland Consultants
Missouri
$507K +$136K +496 +37%
SC
1879
Saiph Capital
New Jersey
$507K +$1.1K +4 +0.2%
BBI
1880
Baxter Bros Inc
Connecticut
$506K -$15.6K -57 -3%
LA
1881
LVW Advisors
New York
$505K +$5.47K +20 +1%
IWM
1882
Iams Wealth Management
Nebraska
$504K -$109K -397 -18%
GWANC
1883
Guardian Wealth Advisors (North Carolina)
North Carolina
$500K -$15.9K -58 -3%
MTC
1884
McDaniel Terry & Co
Texas
$499K +$274 +1 +0.1%
LIM
1885
Leavell Investment Management
Alabama
$498K -$6.03K -22 -1%
AC
1886
ASB Consultores
Florida
$498K -$821 -3 -0.2%
ACH
1887
ArrowMark Colorado Holdings
Colorado
$498K
CCM
1888
Chaney Capital Management
Washington
$497K +$821 +3 +0.2%
EL
1889
Essex LLC
Illinois
$497K +$16.4K +60 +3%
BRIA
1890
Balanced Rock Investment Advisors
Massachusetts
$496K -$10.9K -40 -2%
APWM
1891
Argonautica Private Wealth Management
Massachusetts
$495K +$7.66K +28 +2%
OFG
1892
Oxford Financial Group
Indiana
$494K -$147K -537 -23%
TNA
1893
True North Advisors
Texas
$493K -$4.93K -18 -1%
TVAMP
1894
Tennessee Valley Asset Management Partners
Tennessee
$492K -$8.76K -32 -2%
PP
1895
Patron Partners
Texas
$491K -$23.8K -87 -5%
FWCM
1896
Ferguson Wellman Capital Management
Oregon
$486K +$36.1K +132 +8%
PSP
1897
Pacific Sage Partners
Washington
$485K
CWM
1898
Centurion Wealth Management
Virginia
$485K +$485K +1,773 New
KIG
1899
Kowal Investment Group
Wisconsin
$485K +$256K +936 +112%
PB
1900
Pinnacle Bancorp
Nebraska
$484K