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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 %
CFD
2001
Creative Financial Designs
Indiana
$391K +$4.11K +15 +1%
MWA
2002
Muirfield Wealth Advisors
North Carolina
$390K +$88.7K +324 +29%
AWM
2003
AllSquare Wealth Management
New York
$390K
GAM
2004
Gemmer Asset Management
California
$390K -$56.6K -207 -13%
FFA
2005
First Foundation Advisors
California
$389K +$234K +854 +150%
KWMG
2006
King Wealth Management Group
Florida
$389K -$377K -1,379 -49%
SFPG
2007
Stonebridge Financial Planning Group
Florida
$389K -$10.4K -38 -3%
FPGK
2008
Financial Partners Group (Kansas)
Kansas
$388K +$36.1K +132 +10%
OWA
2009
Outlook Wealth Advisors
Texas
$388K +$6.84K +25 +2%
VC
2010
Veery Capital
Delaware
$386K +$8.21K +30 +2%
IA
2011
IFG Advisors
Missouri
$383K
DWM
2012
Dorchester Wealth Management
Quebec, Canada
$383K
CFIA
2013
Cantor Fitzgerald Investment Advisors
New York
$383K +$383K +1,400 New
ZIMP
2014
Zimmermann Investment Management & Planning
Pennsylvania
$382K -$77.5K -283 -17%
TWM
2015
Tradition Wealth Management
Minnesota
$382K -$40.2K -147 -10%
SIGI
2016
Susquehanna International Group (Ireland)
Ireland
$381K +$381K +1,392 New
SSA
2017
Sierra Summit Advisors
Nevada
$380K -$8.81M -32,188 -96%
TPW
2018
Talon Private Wealth
Florida
$380K +$380K +1,389 New
ABTD
2019
Arvest Bank Trust Division
Oklahoma
$380K +$380K +1,388 New
LPAM
2020
Lodestar Private Asset Management
California
$379K -$6.02K -22 -2%
GSB
2021
Greenfield Savings Bank
Massachusetts
$379K +$379K +1,383 New
WKSWA
2022
White Knight Strategic Wealth Advisors
New Jersey
$378K +$10.9K +40 +3%
SC
2023
Shay Capital
New York
$378K +$378K +1,380 New
SWA
2024
Strata Wealth Advisors
Texas
$374K +$35.3K +129 +10%
KWM
2025
Kolinsky Wealth Management
New Jersey
$372K +$16.2K +59 +5%