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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 %
FDCP
2276
Foster Dykema Cabot & Partners
Massachusetts
$239K +$221K +808 +1,243%
SNBOSD
2277
Security National Bank of So Dak
Iowa
$239K
HB
2278
HTLF Bank
Colorado
$238K -$101K -368 -30%
WP
2279
Woodline Partners
California
$238K -$28.5M -104,104 -99%
AM
2280
Account Management
Massachusetts
$237K -$20.5K -75 -8%
WE
2281
Wealth Effects
Massachusetts
$237K +$8.21K +30 +4%
KSWWM
2282
Keyes Stange & Wooten Wealth Management
Florida
$236K -$4.93K -18 -2%
WSWA
2283
Warren Street Wealth Advisors
California
$236K +$821 +3 +0.3%
AIM
2284
Arcadia Investment Management
Michigan
$234K +$7.39K +27 +3%
M1FG
2285
Mach-1 Financial Group
Arkansas
$234K +$234K +855 New
FC
2286
Forte Capital
New York
$233K +$5.2K +19 +2%
BCG
2287
Breakwater Capital Group
New Jersey
$233K +$4.93K +18 +2%
UAML
2288
US Asset Management LLC
Pennsylvania
$233K +$233K +681 New
CFP
2289
Cascade Financial Partners
California
$233K +$1.73K +6 +0.7%
CGA
2290
Crescent Grove Advisors
Illinois
$232K -$122K -445 -34%
QFA
2291
Quantum Financial Advisors
California
$230K
GWM
2292
Gray Wealth Management
Maine
$230K -$3.83K -14 -2%
AF
2293
Affiance Financial
Minnesota
$230K
CWA
2294
Canvas Wealth Advisors
Kansas
$229K +$229K +838 New
SW
2295
SkyOak Wealth
Michigan
$229K
AWA
2296
Archvest Wealth Advisors
California
$229K
AC
2297
Allstate Corporation
Illinois
$228K -$637K -2,328 -74%
MPCL
2298
My Personal CFO LLC
Washington
$228K -$29.3K -107 -11%
SIA
2299
SGL Investment Advisors
Montana
$228K +$228K +687 New
LA
2300
Lifeworks Advisors
Michigan
$228K +$228K +832 New