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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 %
NIP
2376
Nicholas Investment Partners
California
$203K -$373K -1,363 -65%
GHA
2377
Granite Harbor Advisors
Texas
$203K +$203K +741 New
MMC
2378
Mizuho Markets Cayman
Cayman Islands
$201K -$70.3K -257 -26%
GIA
2379
Guyasuta Investment Advisors
Pennsylvania
$201K +$201K +736 New
KW
2380
KWB Wealth
California
$201K -$722K -2,809 -78%
Capstone Investment Advisors
2381
Capstone Investment Advisors
New York
$201K -$9.42M -34,425 -98%
TA
2382
TruWealth Advisors
Louisiana
$201K -$31.5K -115 -14%
MA
2383
MJP Associates
Connecticut
$200K -$55.6K -203 -22%
FSC
2384
Full Sail Capital
Oklahoma
$200K +$200K +731 New
FCT
2385
First Community Trust
Iowa
$199K +$4.93K +18 +3%
BCM
2386
Blume Capital Management
California
$194K +$1.92K +7 +1%
DP
2387
Denver PWM
Colorado
$183K +$7.39K +27 +4%
MAM
2388
Meeder Asset Management
Ohio
$182K +$73.4K +268 +67%
CCA
2389
Catalyst Capital Advisors
New York
$182K +$182K +665 New
BHWM
2390
Beaird Harris Wealth Management
Texas
$181K +$171K +623 +1,639%
SIS
2391
Sound Income Strategies
Florida
$175K +$29.6K +108 +20%
W
2392
WealthCollab
Washington
$173K -$7.66K -28 -4%
UOTTAIMCU
2393
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$170K -$89.8K -328 -35%
GC
2394
Globeflex Capital
California
$164K
CT
2395
Clearstead Trust
Maine
$160K +$5.75K +21 +4%
PW
2396
Paladin Wealth
Minnesota
$159K +$159K +582 New
TF
2397
Tompkins Financial
New York
$156K
HDIM
2398
Hanson & Doremus Investment Management
Vermont
$155K -$10.4K -38 -6%
LCM
2399
Laurion Capital Management
New York
$155K +$155K +566 New
GKIM
2400
GW&K Investment Management
Massachusetts
$149K +$25.7K +94 +21%