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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 %
FCAS
2401
First Command Advisory Services
Texas
$148K +$1.64K +6 +1%
FFA
2402
Frazier Financial Advisors
Ohio
$147K -$6.84K -25 -4%
JWA
2403
JFS Wealth Advisors
Pennsylvania
$140K +$30.1K +110 +27%
LJHT
2404
Laurie J. Hall Trustee
$139K
OIA
2405
Optimum Investment Advisors
Illinois
$137K
KIG
2406
Kessler Investment Group
Indiana
$137K
TSMHT
2407
Thurston Springer Miller Herd & Titak
Indiana
$136K -$132K -481 -49%
DMBA
2408
Deseret Mutual Benefit Administrators
Utah
$128K
MWM
2409
Mascoma Wealth Management
New Hampshire
$128K
FPB
2410
First PREMIER Bank
South Dakota
$127K +$110K +400 +635%
BIA
2411
Bell Investment Advisors
California
$126K -$1.92K -7 -2%
EPW
2412
Evergreen Private Wealth
Colorado
$126K
HGERS
2413
Householder Group Estate & Retirement Specialist
Arizona
$124K +$3.81K +14 +3%
DCBT
2414
Dakota Community Bank & Trust
North Dakota
$122K
FAM
2415
Flaharty Asset Management
Florida
$115K +$115K +419 New
GFPC
2416
Global Financial Private Client
Florida
$114K +$33.1K +121 +41%
WWP
2417
WR Wealth Planners
Missouri
$113K +$274 +1 +0.2%
FMP
2418
Financial Management Professionals
Texas
$109K +$3.83K +14 +4%
ACA
2419
Atlas Capital Advisors
Wyoming
$108K
DF
2420
Dunhill Financial
United Kingdom
$107K +$28.5K +104 +36%
SHIM
2421
Stone House Investment Management
Pennsylvania
$105K
AP
2422
Atwood & Palmer
Missouri
$104K
FCG
2423
Financial Connections Group
California
$103K -$10.7K -39 -9%
MWA
2424
MFA Wealth Advisors
Pennsylvania
$102K
EFP
2425
EnRich Financial Partners
Wisconsin
$102K