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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 %
AAMA
2251
Advanced Asset Management Advisors
Ohio
$251K
MP
2252
McDonald Partners
Ohio
$250K +$3.01K +11 +1%
PFA
2253
Pure Financial Advisors
California
$249K +$8.21K +30 +3%
JCM
2254
Jag Capital Management
Missouri
$249K +$29K +106 +13%
CAM
2255
CenterStar Asset Management
Illinois
$249K +$249K +908 New
GCP
2256
Gill Capital Partners
Colorado
$248K +$17.2K +63 +7%
MWM
2257
Marion Wealth Management
Pennsylvania
$248K +$23.3K +85 +10%
HKIMG
2258
Hutchens & Kramer Investment Management Group
Indiana
$247K +$6.5K +24 +3%
RAS
2259
RPS Advisory Solutions
Kentucky
$247K +$6.29K +23 +3%
LWM
2260
Liberty Wealth Management
California
$246K -$2.19M -7,992 -90%
ERWM
2261
Elk River Wealth Management
Colorado
$246K
AC
2262
AXQ Capital
New Jersey
$246K +$246K +898 New
BCM
2263
BluePointe Capital Management
California
$245K +$5.76K +21 +2%
SWM
2264
Silverlake Wealth Management
Vermont
$245K +$17.8K +65 +8%
BCA
2265
Bay Colony Advisors
Massachusetts
$244K +$274 +1 +0.1%
BSSFA
2266
Baron Silver Stevens Financial Advisors
Florida
$244K +$27.4K +100 +13%
HP
2267
Holistic Planning
Texas
$243K +$44.9K +164 +23%
FNBT
2268
FineMark National Bank & Trust
Florida
$243K -$455K -1,664 -65%
DWM
2269
Destination Wealth Management
California
$243K -$19.2K -70 -7%
ACC
2270
Acorn Creek Capital
Colorado
$242K +$20.5K +75 +9%
GGA
2271
Granite Group Advisors
Connecticut
$242K
IDBONY
2272
Israel Discount Bank of New York
New York
$242K +$242K +883 New
TWP
2273
Tower Wealth Partners
Pennsylvania
$241K -$821 -3 -0.3%
ABWM
2274
Alpine Bank Wealth Management
Colorado
$241K +$241K +879 New
CFSG
2275
Clark Financial Services Group
Missouri
$240K +$240K +877 New