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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 %
KIG
2176
Kennedy Investment Group
New Jersey
$282K -$44.9K -164 -14%
APW
2177
Aurora Private Wealth
New Jersey
$282K -$54.8K -200 -16%
MSA
2178
McAlister Sweet & Associates
Texas
$282K -$41.1K -150 -13%
WH
2179
Willner & Heller
California
$281K +$274 +1 +0.1%
WDL
2180
Well Done LLC
Michigan
$281K -$6.56K -24 -2%
FG
2181
Foster Group
Iowa
$281K +$11.5K +42 +4%
PFG
2182
Prosperity Financial Group
California
$280K +$12.6K +46 +5%
IA
2183
Insight Advisors
Pennsylvania
$280K -$53.9K -197 -16%
WA
2184
Westfuller Advisors
New York
$280K +$280K +1,021 New
ACG
2185
Allen Capital Group
Nebraska
$280K +$56.1K +205 +25%
RI
2186
Ridgewood Investments
New Jersey
$279K -$104K -381 -27%
TIM
2187
Thompson Investment Management
Wisconsin
$279K
FFG
2188
Frisch Financial Group
New York
$279K +$549 +2 +0.2%
WA
2189
Wambolt & Associates
Colorado
$278K -$542 -2 -0.2%
CFA
2190
Cahill Financial Advisors
Minnesota
$278K +$58.1K +212 +26%
CAAS
2191
Capital Asset Advisory Services
Michigan
$278K +$37.9K +130 +16%
MAM
2192
McLean Asset Management
Virginia
$278K +$3.46K +12 +1%
CSIC
2193
Clifford Swan Investment Counsel
California
$277K
WHCI
2194
W.H. Cornerstone Investments
Massachusetts
$277K -$3.56K -13 -1%
MAG
2195
MRA Advisory Group
New Jersey
$275K +$27.4K +100 +11%
DIM
2196
DLK Investment Management
California
$274K -$10.1K -37 -4%
MUAMU
2197
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$274K -$274K -1,000 -50%
HCM
2198
Highview Capital Management
Illinois
$274K
WHC
2199
Wulff, Hansen & Co
California
$274K +$274K +1,000 New
ECM
2200
Elgethun Capital Management
South Dakota
$274K