CRM icon

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 %
WCM
1926
Wedge Capital Management
North Carolina
$463K -$7.12K -26 -2%
CFG
1927
Copley Financial Group
California
$463K +$463K +1,693 New
NRC
1928
New Republic Capital
North Carolina
$461K -$239K -872 -34%
LSIA
1929
LaSalle St. Investment Advisors
Illinois
$460K -$820 -3 -0.2%
PWMG
1930
Pioneer Wealth Management Group
Texas
$457K
GFS
1931
GYL Financial Synergies
Connecticut
$456K -$547 -2 -0.1%
CSA
1932
Cottage Street Advisors
Massachusetts
$452K -$34.2K -125 -7%
SW
1933
SlateStone Wealth
Florida
$452K -$5.47K -20 -1%
BFG
1934
Beacon Financial Group
Texas
$452K -$43.8K -160 -9%
HP
1935
Hyperion Partners
Pennsylvania
$452K -$2.46K -9 -0.5%
BHPW
1936
Beverly Hills Private Wealth
California
$451K -$12.9K -47 -3%
CA
1937
Crewe Advisors
Utah
$451K -$102K -373 -18%
LIA
1938
LBMC Investment Advisors
Tennessee
$451K
ACP
1939
Aveo Capital Partners
Colorado
$450K +$45.4K +166 +11%
VA
1940
Verdad Advisers
Massachusetts
$449K +$449K +1,642 New
PCP
1941
Proficio Capital Partners
Massachusetts
$448K -$117K -426 -21%
RFS
1942
Richardson Financial Services
Massachusetts
$448K +$4.12K +16 +0.9%
ANBT
1943
American National Bank & Trust
Texas
$448K -$6.02K -22 -1%
PFA
1944
Pathway Financial Advisors
Vermont
$447K +$27.9K +102 +7%
VFG
1945
V2 Financial group
Illinois
$446K
T
1946
TOBAM
France
$445K -$39.4K -144 -8%
CIP
1947
Convergence Investment Partners
Florida
$444K -$12.3K -45 -3%
RWP
1948
Revolve Wealth Partners
New Jersey
$444K -$51.5K -188 -10%
PPP
1949
Private Portfolio Partners
New Jersey
$443K +$443K +1,619 New
AI
1950
Accredited Investors
Minnesota
$443K +$189K +689 +74%