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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 %
PIM
1151
Penobscot Investment Management
Massachusetts
$2.17M +$36.7K +134 +2%
SIG
1152
Stonegate Investment Group
Alabama
$2.16M +$3.83K +14 +0.2%
BSB
1153
Bangor Savings Bank
Maine
$2.16M -$54.7K -200 -2%
CFCI
1154
Comprehensive Financial Consultants Institutional
Indiana
$2.15M +$30.9K +113 +1%
CCM
1155
Cinctive Capital Management
New York
$2.15M +$2.15M +7,868 New
TFGT
1156
TS Financial Group (TSFG)
Illinois
$2.14M -$250K -914 -10%
AFG
1157
Albion Financial Group
Utah
$2.14M -$8.49K -31 -0.4%
PCG
1158
PFC Capital Group
California
$2.14M +$68.4K +250 +3%
BAM
1159
Beaumont Asset Management
Texas
$2.14M -$341K -1,245 -14%
NG
1160
Norden Group
Utah
$2.14M -$1.15M -4,207 -35%
TWM
1161
Thrive Wealth Management
Pennsylvania
$2.13M -$121K -442 -5%
FMB
1162
Field & Main Bank
Kentucky
$2.13M -$19.7K -72 -0.9%
WPW
1163
Waldron Private Wealth
Pennsylvania
$2.13M +$252K +919 +13%
RWB
1164
RMR Wealth Builders
New Jersey
$2.13M -$179K -654 -8%
WMP
1165
Wealth Management Partners
Arizona
$2.12M -$78.3K -286 -4%
FCA
1166
FinTrust Capital Advisors
South Carolina
$2.12M -$28.7K -105 -1%
AWP
1167
Ascent Wealth Partners
New York
$2.11M -$2.19K -8 -0.1%
UB
1168
Umpqua Bank
Oregon
$2.11M +$9.31K +34 +0.4%
EWM
1169
EPG Wealth Management
Georgia
$2.11M +$2.11M +7,696 New
CWAG
1170
Compton Wealth Advisory Group
Virginia
$2.11M +$213K +780 +11%
QCG
1171
Quadrant Capital Group
Ohio
$2.09M +$16.4K +60 +0.8%
WA
1172
Wealth Alliance
New York
$2.08M -$388K -1,416 -16%
MFS
1173
Mirabella Financial Services
United Kingdom
$2.08M -$39.3K -145 -2%
BRG
1174
Bay Rivers Group
Virginia
$2.08M +$45.4K +166 +2%
WANY
1175
Wealthspire Advisors (New York)
New York
$2.07M -$41.6K -152 -2%