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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 %
FGC
1176
Financial Gravity Companies
Texas
$2.06M +$2.06M +7,543 New
ISL
1177
Ingalls & Snyder LLC
New York
$2.06M +$11.2K +41 +0.5%
AAS
1178
Ameritas Advisory Services
Nebraska
$2.06M -$94.2K -344 -4%
CCG
1179
Ceeto Capital Group
Florida
$2.06M +$68.5K +250 +3%
Two Sigma Advisers
1180
Two Sigma Advisers
New York
$2.05M -$7.14M -26,100 -78%
PPC
1181
Park Place Capital
Alabama
$2.04M -$239K -873 -10%
WIM
1182
Waverton Investment Management
United Kingdom
$2.03M +$142K +518 +7%
BB
1183
Berkshire Bank
Massachusetts
$2.02M +$6.84K +25 +0.3%
B
1184
Barings
North Carolina
$2.02M +$25.5K +93 +1%
PWM
1185
Peterson Wealth Management
Nevada
$2.02M -$339K -1,240 -14%
CFFP
1186
Center for Financial Planning
Michigan
$2.01M -$92.5K -338 -4%
MRCM
1187
M&R Capital Management
New Jersey
$2.01M -$40.8K -149 -2%
KAS
1188
KPP Advisory Services
Kentucky
$2.01M +$114K +418 +6%
BA
1189
Bristlecone Advisors
Washington
$2.01M +$16.4K +60 +0.8%
PSB
1190
Passumpsic Savings Bank
Vermont
$2.01M +$23.8K +87 +1%
CHAM
1191
Clear Harbor Asset Management
Connecticut
$2.01M +$84.9K +310 +4%
PWP
1192
Perfromance Wealth Partners
Illinois
$2M +$687K +2,521 +52%
UBG
1193
United Bank (Georgia)
Georgia
$2M +$20.8K +76 +1%
UAS
1194
United Asset Strategies
New York
$2M +$7.66K +28 +0.4%
DWM
1195
Dakota Wealth Management
Florida
$2M -$694K -2,534 -26%
GA
1196
GraniteShares Advisors
New York
$1.99M -$134K -489 -6%
MFG
1197
MidWestOne Financial Group
Iowa
$1.98M -$29.8K -109 -1%
OL
1198
Optas LLC
Texas
$1.98M +$29.3K +107 +1%
KFS
1199
Kaizen Financial Strategies
California
$1.98M -$34.5K -126 -2%
GSWM
1200
Greenup Street Wealth Management
Michigan
$1.98M +$1.98M +7,224 New