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 %
GA
2226
GoalVest Advisory
New York
$260K +$17.5K +64 +7%
CAM
2227
Clark Asset Management
New Hampshire
$260K +$260K +948 New
EC
2228
EdgeRock Capital
Colorado
$259K +$4.65K +17 +2%
GAMC
2229
Garner Asset Management Corp
Texas
$258K
FFA
2230
Florida Financial Advisors
Florida
$258K -$69.5K -254 -21%
TFA
2231
Trinity Financial Advisors
Ohio
$258K
GSIS
2232
Global Strategic Investment Solutions
Arizona
$258K -$4.11K -15 -2%
CWP
2233
Curated Wealth Partners
California
$257K +$1.1K +4 +0.4%
LCM
2234
Lattice Capital Management
Washington
$257K
SIAG
2235
Safeguard Investment Advisory Group
California
$256K +$256K +936 New
HB
2236
Horizon Bancorp
Indiana
$256K +$19.2K +70 +8%
MWM
2237
Mosley Wealth Management
California
$255K +$23K +79 +10%
WTA
2238
Washington Trust Advisors
Massachusetts
$255K -$146K -532 -36%
FPWM
2239
FSB Premier Wealth Management
Iowa
$254K +$254K +929 New
D
2240
Diversified
Delaware
$254K +$6.84K +25 +3%
DE
2241
Diversified Enterprises
Delaware
$254K +$254K +929 New
MBI
2242
May Barnhard Investments
Maryland
$254K
LRIA
2243
Leonard Rickey Investment Advisors
Washington
$254K +$40.8K +149 +19%
MFS
2244
Madrona Financial Services
Washington
$253K +$253K +924 New
CCMW
2245
Cypress Capital Management (Wyoming)
Wyoming
$252K
CS
2246
Crescent Sterling
Louisiana
$252K +$252K +920 New
RIA
2247
Realta Investment Advisors
Delaware
$252K -$1.44M -4,942 -85%
AA
2248
Aire Advisors
California
$251K -$6.85K -25 -3%
WPW
2249
Warther Private Wealth
Ohio
$251K -$27.4K -100 -10%
1WM
2250
1858 Wealth Management
Ohio
$251K