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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 %
WCM
2326
WealthBridge Capital Management
Ohio
$219K +$219K +799 New
LA
2327
LexAurum Advisors
Kansas
$218K -$58.5K -214 -21%
EA
2328
Ellsworth Advisors
Ohio
$218K -$8.76K -32 -4%
RS
2329
Rakuten Securities
Japan
$218K -$73.4K -268 -25%
HCM
2330
HMS Capital Management
Tennessee
$217K
JLBC
2331
J.L. Bainbridge & Co
Florida
$217K
WSC
2332
Wellington Shields & Co
New York
$217K -$308K -1,126 -59%
MWP
2333
Meridian Wealth Partners
Pennsylvania
$217K -$10.4K -38 -5%
MHWM
2334
Montz Harcus Wealth Management
Louisiana
$217K +$1.64K +6 +0.8%
SN
2335
Sittner & Nelson
Oregon
$217K
CMTU
2336
Capital Markets Trading (UK)
United Kingdom
$216K -$900K -3,292 -81%
SG
2337
Somerset Group
Minnesota
$215K -$110K -401 -34%
ML
2338
McAdam LLC
Pennsylvania
$215K -$2.19K -8 -1%
CBA
2339
Coastal Bridge Advisors
Connecticut
$214K -$64.1K -234 -23%
OPA
2340
Old Port Advisors
Maine
$214K -$274 -1 -0.1%
WAM
2341
Weatherly Asset Management
California
$213K +$213K +778 New
CCWM
2342
Cassaday & Co Wealth Management
Virginia
$213K +$213K +778 New
CA
2343
Cornerstone Advisory
Maryland
$213K +$213K +777 New
AFG
2344
ABLE Financial Group
Arizona
$213K +$213K +777 New
EBA
2345
Eagle Bay Advisors
New York
$213K +$274 +1 +0.1%
TCM
2346
Tufton Capital Management
Maryland
$212K +$212K +775 New
AFM
2347
Armstrong Fleming & Moore
District of Columbia
$211K -$35.1K -128 -14%
WPA
2348
West Paces Advisors
Georgia
$211K
HC
2349
Hamilton Capital
Ohio
$211K +$211K +724 New
RTC
2350
Riverview Trust Company
Washington
$210K +$28.2K +103 +15%