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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 %
LSPW
2026
Lake Street Private Wealth
Illinois
$372K -$2.65M -9,663 -88%
B
2027
Bellecapital
Switzerland
$372K
HWA
2028
HCR Wealth Advisors
California
$372K +$32.8K +120 +10%
MWM
2029
Modern Wealth Management
Kansas
$369K +$44.9K +164 +14%
TFA
2030
Teamwork Financial Advisors
Texas
$369K -$2.2M -8,027 -86%
TCWA
2031
Turtle Creek Wealth Advisors
Texas
$368K +$63K +230 +21%
GCS
2032
Gordian Capital (Singapore)
Singapore
$368K +$82.1K +300 +29%
SWA
2033
SOA Wealth Advisors
New York
$365K -$34.5K -126 -9%
SWM
2034
Scissortail Wealth Management
Oklahoma
$365K -$38.3M -1,257 -99%
PMSA
2035
Patrick M. Sweeney & Associates
Illinois
$365K +$54.2K +198 +17%
SFC
2036
SYM Financial Corp
Indiana
$364K +$8.21K +30 +2%
APA
2037
Astoria Portfolio Advisors
New York
$364K +$42.7K +148 +13%
WJA
2038
Willis Johnson & Associates
Texas
$363K +$24.9K +91 +7%
EAM
2039
Evanson Asset Management
California
$363K -$5.2K -19 -1%
MFA
2040
Morling Financial Advisors
California
$363K +$39.4K +144 +12%
BWP
2041
Balboa Wealth Partners
Arizona
$362K -$339K -1,239 -48%
GI
2042
GLOBALT Investments
Georgia
$361K +$13.1K +48 +4%
OWM
2043
Opes Wealth Management
California
$360K +$13.1K +48 +4%
RWPA
2044
Richard W. Paul & Associates
Michigan
$360K -$5.48K -20 -1%
TCM
2045
Traynor Capital Management
Pennsylvania
$359K -$26.5K -97 -7%
BCP
2046
Berkeley Capital Partners
Georgia
$359K
GCM
2047
Gallacher Capital Management
Colorado
$358K -$223K -816 -38%
CCM
2048
Consolidated Capital Management
California
$358K +$1.1K +4 +0.3%
WG
2049
Wealth Group
North Carolina
$357K +$18.1K +66 +5%
TWP
2050
Tempus Wealth Planning
California
$357K +$56.7K +207 +19%