CRM icon

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 %
CSWM
2426
Cassady Schiller Wealth Management
Ohio
$102K
BWP
2427
Baldwin Wealth Partners
Massachusetts
$101K +$38.6K +141 +62%
ACA
2428
American Capital Advisory
Idaho
$98.5K
CPG
2429
Cornerstone Planning Group
New Jersey
$97.8K +$1.2K +4 +1%
PWMG
2430
Private Wealth Management Group
New Jersey
$97.7K +$10.1K +37 +12%
CHC
2431
City Holding Co
West Virginia
$96.1K
UID
2432
Union Investments & Development
Israel
$95.8K
JAM
2433
JCIC Asset Management
Ontario, Canada
$93.1K +$7.12K +26 +8%
ECM
2434
Estabrook Capital Management
New York
$90.6K
SC
2435
Swan Capital
Florida
$90.1K
OAJ
2436
Ogorek Anthony Joseph
New York
$88K +$2.19K +8 +3%
PMFA
2437
Plante Moran Financial Advisors
Michigan
$87.9K -$39.2K -143 -31%
MLA
2438
MB, Levis & Associates
Pennsylvania
$85.1K
UIA
2439
Ulland Investment Advisors
Minnesota
$85K -$68.8K -250 -45%
BHWM
2440
Bay Harbor Wealth Management
Maryland
$85K -$3.84K -14 -4%
BONH
2441
Bank of New Hampshire
New Hampshire
$84.9K
FIM
2442
FWL Investment Management
Texas
$84.9K +$4.11K +15 +5%
MSFP
2443
Mark Sheptoff Financial Planning
Connecticut
$82.1K +$82.1K +300 New
HFS
2444
Horizon Financial Services
North Carolina
$81.6K
LCM
2445
Logan Capital Management
Pennsylvania
$81.6K
NIC
2446
Northwest Investment Counselors
Oregon
$81.6K +$81.6K +298 New
BBPWM
2447
Blue Bell Private Wealth Management
Pennsylvania
$80.8K +$3.29K +12 +4%
PWMG
2448
Prestige Wealth Management Group
New Jersey
$80K -$1.92K -7 -2%
DAM
2449
Delta Asset Management
Tennessee
$79.9K
CSC
2450
Caldwell Sutter Capital
California
$78.8K -$48.7K -178 -38%