CRM icon

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 %
FAM
2126
Forte Asset Management
New York
$308K
PCA
2127
Peddock Capital Advisors
Massachusetts
$308K -$2.74K -10 -0.9%
VI
2128
VanderPol Investments
Michigan
$307K +$26.8K +98 +10%
RRA
2129
Round Rock Advisors
Connecticut
$307K +$93.6K +342 +44%
BBNA
2130
Bremer Bank National Association
Minnesota
$307K -$52.8K -193 -15%
FCM
2131
Fourpath Capital Management
Oklahoma
$307K -$821 -3 -0.3%
TWM
2132
TCFG Wealth Management
California
$306K +$306K +1,116 New
AGC
2133
Aspen Grove Capital
Colorado
$305K -$1.65K -6 -0.5%
AWM
2134
Aries Wealth Management
Maine
$305K +$60.8K +222 +25%
BC
2135
Bridgefront Capital
Texas
$305K +$305K +1,113 New
EW
2136
Element Wealth
Mississippi
$304K -$6.84K -25 -2%
FMII
2137
Farmers & Merchants Investments Inc
Nebraska
$304K -$821 -3 -0.3%
KFC
2138
Klingenstein Fields & Co
New York
$304K -$1.37K -5 -0.4%
FAT
2139
First American Trust
California
$303K -$48.4K -177 -14%
BI
2140
Bramshill Investments
Florida
$301K +$301K +1,100 New
NIM
2141
Northeast Investment Management
Massachusetts
$299K
SIC
2142
Shoker Investment Counsel
Ohio
$299K +$299K +1,091 New
MCM
2143
Mengis Capital Management
Oregon
$298K -$2.46K -9 -0.8%
LAM
2144
Lifestyle Asset Management
Texas
$297K +$297K +1,085 New
OC
2145
Oarsman Capital
Wisconsin
$296K +$5.48K +20 +2%
NFG
2146
Nadler Financial Group
Illinois
$296K +$1.37K +5 +0.5%
WFA
2147
WMG Financial Advisors
Tennessee
$296K -$1.1K -4 -0.4%
CFO
2148
Collective Family Office
Pennsylvania
$295K -$9.85K -36 -3%
WRM
2149
Weybosset Research & Management
Rhode Island
$294K +$19.1K +70 +7%
HWA
2150
Heritage Wealth Advisors
Virginia
$294K -$21.1K -77 -7%