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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 %
WRPWM
1076
Werba Rubin Papier Wealth Management
California
$2.6M -$65.4K -239 -2%
MSK
1077
Melissa S. Kampmann
$2.59M -$252K -920 -9%
VFA
1078
Voya Financial Advisors
Connecticut
$2.58M +$221K +798 +9%
WAP
1079
Wealthcare Advisory Partners
Pennsylvania
$2.57M -$199K -728 -7%
EI
1080
Ellevest Inc
New York
$2.56M +$1.2M +4,389 +88%
ONGA
1081
O'Neil Global Advisors
California
$2.55M +$2.55M +9,330 New
NAG
1082
Northstar Advisory Group
New Jersey
$2.55M -$320K -1,169 -11%
OHWP
1083
Oak Harbor Wealth Partners
North Carolina
$2.55M +$116K +424 +5%
NSB
1084
Norway Savings Bank
Maine
$2.55M +$63.2K +231 +3%
MWS
1085
Maxwell Wealth Strategies
California
$2.55M -$303K -1,017 -11%
BWG
1086
Boomfish Wealth Group
Georgia
$2.55M +$10.4K +38 +0.4%
MGIA
1087
Moneta Group Investment Advisors
Missouri
$2.54M -$83.2K -304 -3%
MTIC
1088
Missouri Trust & Investment Company
Missouri
$2.54M +$202K +739 +9%
MC
1089
Mirabaud & Cie
Switzerland
$2.54M -$3.05M -11,160 -55%
FB
1090
Fulton Bank
Pennsylvania
$2.54M +$10.4K +38 +0.4%
DS
1091
DRW Securities
Illinois
$2.54M -$735K -2,685 -22%
AFCM
1092
Applied Finance Capital Management
Puerto Rico
$2.53M +$260K +951 +11%
PWP
1093
Principle Wealth Partners
Connecticut
$2.52M +$82.1K +300 +3%
WP
1094
WealthShield Partners
North Carolina
$2.52M -$223K -815 -8%
KA
1095
Kovack Advisors
Florida
$2.52M +$463K +1,690 +22%
VNA
1096
Valley National Advisers
Pennsylvania
$2.52M +$1.85M +6,754 +276%
AFS
1097
Aft Forsyth & Sober
Florida
$2.5M
JWBC
1098
J.W. Burns & Co
New York
$2.5M -$171K -624 -6%
IGAM
1099
iA Global Asset Management
Quebec, Canada
$2.5M +$69.8K +255 +3%
AA
1100
ALPS Advisors
Colorado
$2.5M -$828K -3,025 -25%