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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 %
HOWA
2101
Heritage Oak Wealth Advisors
Florida
$323K +$323K +1,180 New
ST
2102
Sabal Trust
Florida
$322K +$4.11K +15 +1%
WAM
2103
Werlinich Asset Management
Connecticut
$320K
CFS
2104
CRA Financial Services
New Jersey
$318K +$10.4K +38 +3%
ITIM
2105
Indiana Trust & Investment Management
Indiana
$317K +$20.3K +74 +7%
CAM
2106
Claret Asset Management
Quebec, Canada
$316K +$1.09K +4 +0.3%
SAW
2107
Signal Advisors Wealth
Michigan
$315K +$315K +1,152 New
NC
2108
Napatree Capital
Rhode Island
$315K +$315K +1,151 New
HFS
2109
Howard Financial Services
Texas
$314K +$314K +1,148 New
VF
2110
Vawter Financial
Ohio
$313K
MCM
2111
Manchester Capital Management
Vermont
$312K +$85.4K +312 +38%
KCPG
2112
Kavar Capital Partners Group
Kansas
$312K
EFSCE
2113
Enterprise Financial Services Corp (EFSC)
Missouri
$312K +$547 +2 +0.2%
OWM
2114
OneAscent Wealth Management
Alabama
$311K -$84.8K -309 -21%
VC
2115
Veracity Capital
Georgia
$311K +$10.4K +38 +3%
EFA
2116
Evernest Financial Advisors
Indiana
$311K -$8.76K -32 -3%
MAWCM
2117
Mine & Arao Wealth Creation & Management
California
$310K
DFG
2118
Delta Financial Group
New Jersey
$310K +$7.66K +28 +3%
BSTWA
2119
Blake Schutter Theil Wealth Advisors
Ohio
$310K +$310K +1,132 New
SIC
2120
Sigma Investment Counselors
Michigan
$310K
BIA
2121
Benchmark Investment Advisors
Illinois
$309K +$1.37K +5 +0.4%
GFA
2122
Gallagher Fiduciary Advisors
Illinois
$309K -$32.8K -120 -10%
WI
2123
Wintrust Investments
Illinois
$309K -$2.75M -10,056 -90%
PWAM
2124
Pinnacle West Asset Management
Wyoming
$309K +$4.1K +15 +1%
EHC
2125
Everett Harris & Co
California
$308K