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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 %
RWM
2451
Reston Wealth Management
Virginia
$77.7K +$77.7K +284 New
NCM
2452
Northwest Capital Management
Oregon
$77.5K
CAM
2453
Creekmur Asset Management
Illinois
$74.7K +$8.76K +32 +13%
ME
2454
McIlrath & Eck
Washington
$74.5K +$2.46K +9 +3%
LOIP
2455
Live Oak Investment Partners
Texas
$73.9K -$69.4K
AWM
2456
Activest Wealth Management
Florida
$73.6K -$137K -499 -65%
AAG
2457
Armstrong Advisory Group
Massachusetts
$72.9K -$24.7K -90 -25%
OA
2458
Operose Advisors
Wisconsin
$71.7K +$8.49K +31 +13%
TVWM
2459
Tower View Wealth Management
Wisconsin
$71.4K +$273 +1 +0.4%
GIA
2460
GHP Investment Advisors
Colorado
$70.9K +$14.5K +53 +26%
PGAM
2461
Princeton Global Asset Management
New Jersey
$70.1K +$69.2K +253 +8,433%
IHWM
2462
Iron Horse Wealth Management
Iowa
$68.9K +$4.65K +17 +7%
VIA
2463
Virtus Investment Advisers
Connecticut
$67.9K
TCG
2464
Transcendent Capital Group
Oklahoma
$65.4K -$31.5K -115 -32%
PCWA
2465
Pacific Capital Wealth Advisors
California
$65.1K +$26.3K +96 +68%
HFM
2466
Hartford Financial Management
Connecticut
$64.3K
PCFFS
2467
Pacific Center for Financial Services
California
$63.1K
EFMH
2468
E Fund Management (HK)
Hong Kong
$63K +$63K +229 New
FP
2469
Financial Perspectives
Minnesota
$61K
CFS
2470
CGC Financial Services
Oregon
$61K
DCP
2471
DSM Capital Partners
Florida
$60.2K -$21.6K -79 -26%
TAM
2472
Tucker Asset Management
Colorado
$59.7K -$5.2K -19 -8%
BOC
2473
Bull Oak Capital
California
$59.7K +$59.7K +218 New
FNWA
2474
Financial Network Wealth Advisors
Utah
$57.2K -$142K -519 -71%
RFG
2475
REAP Financial Group
Texas
$55K +$23.3K +85 +73%