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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 %
VCP
2301
Verus Capital Partners
Arizona
$227K -$66.2K -242 -23%
RA
2302
Rise Advisors
New York
$226K +$274 +1 +0.1%
NCTC
2303
New Covenant Trust Company
Indiana
$226K +$226K +816 New
BWM
2304
Blossom Wealth Management
California
$225K -$8.21K -30 -4%
LFG
2305
Lockerman Financial Group
California
$225K +$1.64K +6 +0.7%
HCP
2306
Hexagon Capital Partners
Arkansas
$224K -$31.2K -114 -12%
WDC
2307
Woodward Diversified Capital
California
$223K +$274 +1 +0.1%
FNWM
2308
Financial Network Wealth Management
Utah
$223K
PCMC
2309
Private Capital Management (Colorado)
Colorado
$223K -$66K -241 -23%
JSC
2310
Jackson Square Capital
California
$223K +$223K +814 New
RWA
2311
Redhawk Wealth Advisors
Minnesota
$223K -$41.3K -151 -16%
SFA
2312
Source Financial Advisors
New York
$222K +$222K +812 New
HWM
2313
Hemington Wealth Management
Virginia
$222K +$222K +765 New
HPM
2314
Hoxton Planning & Management
West Virginia
$222K +$222K +811 New
SAF
2315
Smith Anglin Financial
Texas
$222K -$14.2K -52 -6%
OFW
2316
Omnia Family Wealth
Florida
$222K +$222K +808 New
DIP
2317
DT Investment Partners
Pennsylvania
$221K +$39.7K +145 +22%
SAM
2318
Summit Asset Management
Tennessee
$221K +$221K +806 New
CWMS
2319
Cannon Wealth Management Services
North Carolina
$220K +$220K +805 New
AWM
2320
Abound Wealth Management
Tennessee
$220K +$60K +219 +37%
MWA
2321
Motive Wealth Advisors
Michigan
$220K
EGA
2322
E&G Advisors
Texas
$220K +$2.74K +10 +1%
GAG
2323
GM Advisory Group
New York
$220K -$21.6K -79 -9%
FRA
2324
Front Row Advisors
California
$219K -$31.8K -116 -13%
CIA
2325
Cladis Investment Advisory
Montana
$219K -$44.6K -163 -17%