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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 %
CFO
1951
CVA Family Office
Colorado
$442K +$36.1K +132 +9%
TWA
1952
TCI Wealth Advisors
Arizona
$441K +$58K +212 +15%
MAG
1953
M3 Advisory Group
Massachusetts
$438K +$27.6K +101 +7%
WG
1954
Welch Group
Alabama
$437K +$197K +718 +82%
LWM
1955
LJI Wealth Management
Indiana
$437K -$4.38K -16 -1%
OWMIAS
1956
One Wealth Management Investment & Advisory Services
Florida
$435K -$1.44M -5,270 -77%
CH
1957
Canton Hathaway
Rhode Island
$435K +$137K +500 +46%
SA
1958
Strategic Advocates
Utah
$434K -$2.56M -9,359 -86%
BB
1959
Busey Bank
Illinois
$432K -$8.76K -32 -2%
JCM
1960
Jacobsen Capital Management
Utah
$432K +$48.2K +176 +13%
BMC
1961
Beaton Management Company
Massachusetts
$431K
OW
1962
Olistico Wealth
Oklahoma
$430K
NHC
1963
Nicholas Hoffman & Company
Georgia
$428K +$6.02K +22 +1%
AF
1964
Apexium Financial
Texas
$428K -$11.8K -43 -3%
JFA
1965
JNBA Financial Advisors
Minnesota
$428K -$9.58K -35 -2%
DWA
1966
Dougherty Wealth Advisers
Minnesota
$424K
WP
1967
WMS Partners
Maryland
$422K +$11.8K +43 +3%
WIA
1968
Wetzel Investment Advisors
Indiana
$420K +$54.5K +199 +15%
AO
1969
Advisor OS
Illinois
$419K -$27.7K -101 -6%
HAM
1970
Harmony Asset Management
Arizona
$419K +$57.2K +209 +16%
FSA
1971
Fort Sheridan Advisors
Illinois
$419K
RFO
1972
RiverGlades Family Offices
Florida
$417K
TSWM
1973
Tyler-Stone Wealth Management
Ohio
$417K +$232K +849 +126%
SIM
1974
SSI Investment Management
California
$414K -$274 -1 -0.1%
MCI
1975
MRP Capital Investments
Georgia
$413K -$32.6K -119 -7%