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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 %
TCMP
2351
Thrive Capital Management (Pennsylvania)
Pennsylvania
$210K +$210K +767 New
TWA
2352
Talisman Wealth Advisors
New Jersey
$210K +$210K +759 New
LWMM
2353
Legacy Wealth Management (Mississippi)
Mississippi
$210K +$210K +767 New
MSS
2354
Mitchell Sinkler & Starr
Pennsylvania
$209K +$209K +765 New
FMN
2355
Financial Management Network
California
$209K +$209K +727 New
CCA
2356
Carrera Capital Advisors
Michigan
$209K +$209K +763 New
EB
2357
Exchange Bank
California
$209K +$209K +764 New
LA
2358
Latitude Advisors
Florida
$209K +$209K +764 New
RWA
2359
Rooted Wealth Advisors
Illinois
$209K +$209K +736 New
SCM
2360
SOL Capital Management
Maryland
$209K +$209K +764 New
CAL
2361
Capital Advisors Ltd
Ohio
$207K +$3.83K +14 +2%
CAS
2362
Coppell Advisory Solutions
Texas
$207K -$42.3K -153 -17%
WFA
2363
Wellspring Financial Advisors
Ohio
$207K -$24.6K -90 -11%
CPC
2364
Consolidated Planning Corp
Georgia
$206K +$206K +754 New
PSF
2365
Pacific Sun Financial
California
$206K +$206K +753 New
MJP
2366
Michael J. Puzo
$205K +$205K +750 New
BHBT
2367
Burke & Herbert Bank & Trust
Virginia
$205K +$205K +749 New
MCC
2368
Money Concepts Capital
Florida
$205K +$205K +748 New
RF
2369
RHS Financial
California
$205K +$205K +748 New
TF
2370
Trek Financial
Arizona
$205K +$205K +748 New
AIC
2371
Archer Investment Corporation
Indiana
$205K -$3.29K -12 -2%
SCM
2372
Schnieders Capital Management
California
$204K -$148K -541 -42%
CA
2373
Calton & Associates
Florida
$204K +$204K +747 New
BFO
2374
Biltmore Family Office
North Carolina
$204K +$204K +743 New
WMWM
2375
Whitaker-Myers Wealth Managers
Ohio
$203K -$237K -866 -54%