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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 %
AGWCA
1901
Annis Gardner Whiting Capital Advisors
Florida
$483K +$48.5K +177 +11%
WPC
1902
Waters Parkerson & Co
Louisiana
$481K
TC
1903
Trilogy Capital
California
$481K +$44.3K +162 +10%
SAM
1904
Silvercrest Asset Management
New York
$481K +$65.1K +238 +16%
EA
1905
Everpar Advisors
Oklahoma
$480K -$32.6K -119 -6%
ACA
1906
Aspire Capital Advisors
Washington
$479K +$4.65K +17 +1%
IWA
1907
IVC Wealth Advisors
Pennsylvania
$477K -$144K -525 -23%
SWP
1908
Semus Wealth Partners
Florida
$476K -$22.7K -83 -5%
BFA
1909
Brown Financial Advisors
Ohio
$476K +$476K +1,739 New
CWA
1910
Clarity Wealth Advisors
California
$476K +$27.4K +100 +6%
SFO
1911
Stokes Family Office
Louisiana
$475K
OWA
1912
One Wealth Advisors
California
$474K +$1.65K +6 +0.3%
FFC
1913
First Financial Corp
Indiana
$474K -$19.4K -71 -4%
HCM
1914
Howland Capital Management
Massachusetts
$474K +$17.5K +64 +4%
EWA
1915
Encompass Wealth Advisors
Oregon
$474K -$66.2K -242 -12%
JWCA
1916
J.W. Coons Advisors
Ohio
$473K +$7.12K +26 +2%
SMA
1917
Seven Mile Advisory
New Jersey
$472K +$76.1K +278 +19%
JC
1918
JB Capital
Connecticut
$470K -$223K -815 -32%
CWM
1919
Cedar Wealth Management
California
$470K
UAG
1920
United Advisor Group
Ohio
$469K +$229K +838 +96%
SI
1921
Seeds Investor
New York
$469K +$77.2K +282 +20%
BPFA
1922
Barnes Pettey Financial Advisors
Mississippi
$468K -$29.8K -109 -6%
NEI
1923
Northwest & Ethical Investments
Ontario, Canada
$468K +$221K +807 +89%
FF
1924
Farrell Financial
New York
$465K +$322 +1 +0.1%
S
1925
Sunpointe
Missouri
$465K -$23K -84 -5%