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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 %
DWA
2051
Delap Wealth Advisory
Oregon
$356K +$356K +1,301 New
JCM
2052
Janney Capital Management
Pennsylvania
$356K +$14.5K +53 +4%
RFA
2053
Resurgent Financial Advisors
Georgia
$355K +$274 +1 +0.1%
KOC
2054
Koss-Olinger Consulting
Florida
$355K +$822 +3 +0.2%
SSWM
2055
Sheets Smith Wealth Management
North Carolina
$351K -$10.1K -37 -3%
IP
2056
Intellectus Partners
California
$351K -$1.05M -3,814 -75%
BFAG
2057
Blackston Financial Advisory Group
Florida
$349K +$56.1K +205 +19%
IP
2058
Ignite Planners
California
$349K -$10.4K -38 -3%
PAG
2059
Powers Advisory Group
Illinois
$348K +$274 +1 +0.1%
PGWM
2060
Parisi Gray Wealth Management
New Jersey
$347K +$17.2K +63 +5%
SCM
2061
Sitrin Capital Management
California
$347K
FA
2062
FDx Advisors
Illinois
$347K -$38.1K -139 -10%
AWA
2063
Adapt Wealth Advisors
Georgia
$346K
FA
2064
Fiduciary Alliance
South Carolina
$345K +$17.5K +64 +5%
BBP
2065
Banco BTG Pactual
Brazil
$345K +$345K +1,262 New
FAG
2066
Fortitude Advisory Group
Washington
$345K
MPM
2067
MBB Public Markets
Illinois
$345K -$18.5M -67,669 -98%
CA
2068
CoreCap Advisors
Michigan
$345K -$2.16M -7,878 -86%
MSFS
2069
Main Street Financial Solutions
Pennsylvania
$344K -$943K -3,446 -73%
FCG
2070
Fielder Capital Group
Tennessee
$342K +$15.3K +56 +5%
GCA
2071
Gradient Capital Advisors
California
$342K +$13.1K +48 +4%
MWM
2072
Mindset Wealth Management
Indiana
$342K +$342K +1,249 New
FOA
2073
Five Oceans Advisors
California
$341K -$3.56K -13 -1%
NWAG
2074
Net Worth Advisory Group
Utah
$340K +$340K +1,242 New
HIIFS
2075
Harel Insurance Investments & Financial Services
Israel
$337K -$16.4K -60 -5%