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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 %
MFWP
2151
Mosaic Family Wealth Partners
Missouri
$294K -$6.3K -23 -2%
MMM
2152
Mendel Money Management
Illinois
$294K +$7.39K +27 +3%
FL
2153
Fort LP
Maryland
$293K -$6.3K -23 -2%
JAG
2154
Journey Advisory Group
Kentucky
$293K
SCG
2155
Sonata Capital Group
Washington
$292K -$137K -500 -32%
CT
2156
Colonial Trust
South Carolina
$292K -$5.2K -19 -2%
ONSWM
2157
Old North State Wealth Management
North Carolina
$291K +$1.92K +7 +0.7%
MIA
2158
MainStreet Investment Advisors
Illinois
$291K +$291K +1,063 New
BWG
2159
Balanced Wealth Group
Ohio
$290K +$547 +2 +0.2%
RWI
2160
Red Wave Investments
Pennsylvania
$288K
SWMP
2161
Signature Wealth Management Partners
New Jersey
$287K
GAG
2162
Goodman Advisory Group
Massachusetts
$286K +$6.3K +23 +2%
CPA
2163
Capital Planning Advisors
California
$286K +$1.92K +7 +0.7%
C
2164
Covestor
United Kingdom
$286K +$21.6K +79 +8%
APG
2165
Abacus Planning Group
South Carolina
$286K +$63.5K +232 +29%
NRI
2166
NFP Retirement Inc
California
$286K
VCM
2167
Versant Capital Management
Arizona
$285K -$30.7K -112 -10%
AGA
2168
Arkos Global Advisors
Texas
$285K +$11.5K +42 +4%
WP
2169
Westmount Partners
California
$285K +$9.04K +33 +3%
BSHC
2170
Breed's Hill Capital
Massachusetts
$285K -$7.39K -27 -3%
CWA
2171
Consilio Wealth Advisors
Washington
$285K +$32.3K +118 +13%
AHL
2172
Abel Hall LLC
Louisiana
$284K +$14.2K +52 +5%
NCM
2173
Next Capital Management
New York
$284K -$373K -1,364 -57%
HR
2174
Howe & Rusling
New York
$283K +$283K +1,035 New
PI
2175
Pettee Investors
Connecticut
$283K