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 %
WA
1976
Waddell & Associates
Tennessee
$412K -$4.38K -16 -1%
KFGK
1977
Keystone Financial Group (Kentucky)
Kentucky
$411K -$10.1K -37 -2%
MPCA
1978
Madison Park Capital Advisors
Washington
$411K
HA
1979
Harbor Advisors
Florida
$411K
AAP
1980
Aristotle Atlantic Partners
Florida
$411K
SICM
1981
Sustainable Insight Capital Management
New York
$410K +$164K +600 +67%
RIS
1982
Retirement Income Solutions
Michigan
$409K -$3.83K -14 -0.9%
DA
1983
DCM Advisors
New York
$409K -$23.3K -85 -5%
GAA
1984
Guardian Asset Advisors
Pennsylvania
$408K +$408K +1,490 New
CPWA
1985
Cerro Pacific Wealth Advisors
California
$404K
PIA
1986
Pinion Investment Advisors
Kansas
$403K +$18.1K +66 +5%
SMC
1987
Smith, Moore & Co
Missouri
$402K -$189K -691 -32%
GD
1988
Grandfield & Dodd
New York
$401K -$1.92K -7 -0.5%
BWM
1989
BlackDiamond Wealth Management
New York
$401K +$40.6K +119 +11%
STA
1990
Smith Thornton Advisors
Alabama
$400K -$11.2K -41 -3%
OFS
1991
OneAscent Financial Services
Alabama
$400K -$336K -1,227 -46%
IIC
1992
Integrated Investment Consultants
Michigan
$399K -$53.4K -195 -12%
CCA
1993
Cobblestone Capital Advisors
New York
$397K -$5.47K -20 -1%
PAG
1994
Paladin Advisory Group
Iowa
$396K -$4.93K -18 -1%
MWM
1995
Mattern Wealth Management
Kansas
$395K -$26.8K -98 -6%
BCMLT
1996
Beacon Capital Management LLC (Tennessee)
Tennessee
$395K +$23.3K +85 +6%
DIM
1997
DC Investments Management
Virginia
$394K
FC
1998
Fulcrum Capital
Washington
$394K -$122K -445 -24%
ATC
1999
Adirondack Trust Company
New York
$392K +$24.9K +91 +7%
APGDR
2000
Absoluto Partners Gestao de Recursos
Brazil
$392K -$660K -2,411 -63%