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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 %
MW
2076
MBL Wealth
North Carolina
$337K -$13.1K -48 -4%
SFG
2077
Sovereign Financial Group
Connecticut
$336K -$6.02K -22 -2%
PBK
2078
Peoples Bank (Kansas)
Kansas
$335K
WA
2079
Wealth Architects
California
$335K +$6.84K +25 +2%
GMA
2080
Glassy Mountain Advisors
Maryland
$335K -$5.47K -20 -2%
WDG
2081
Wealth Dimensions Group
Ohio
$335K -$13.7K -50 -4%
BFC
2082
Bedel Financial Consulting
Indiana
$333K -$33.7K -123 -9%
LDB
2083
Lee, Danner & Bass
Tennessee
$333K -$27.4K -100 -8%
CAGAS
2084
Capital Advisory Group Advisory Services
Minnesota
$333K -$6.84K -25 -2%
DA
2085
DSC Advisors
Illinois
$332K -$24.1K -88 -7%
TFM
2086
TFC Financial Management
Massachusetts
$332K +$91.7K +335 +38%
BOS
2087
Bank of Stockton
California
$332K -$65.1K -238 -16%
JCFM
2088
JBR Co Financial Management
Oklahoma
$332K -$10.9K -40 -3%
SCA
2089
Sandy Cove Advisors
Massachusetts
$332K +$16.7K +61 +5%
YWM
2090
Yoder Wealth Management
California
$331K +$8.21K +30 +3%
SEA
2091
Stegent Equity Advisors
Texas
$330K +$330K +1,207 New
GF
2092
Gries Financial
Ohio
$330K +$330K +1,204 New
FNBSF
2093
First National Bank Sioux Falls
South Dakota
$328K -$33.9K -124 -9%
JF
2094
JSF Financial
California
$328K -$1.64K -6 -0.5%
SPC
2095
Spirepoint Private Client
Florida
$327K -$69.8K -255 -18%
RIA
2096
Regal Investment Advisors
Michigan
$327K -$229K -838 -41%
DWS
2097
Dynamic Wealth Strategies
California
$326K -$38.6K -141 -11%
GA
2098
GSG Advisors
New Jersey
$325K +$26K +96 +9%
NWWA
2099
New Wave Wealth Advisors
Arkansas
$323K -$35K -128 -10%
ETCM
2100
Evolutionary Tree Capital Management
Virginia
$323K