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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 %
UW
1226
Unique Wealth
Florida
$1.91M +$218K +798 +13%
SAM
1227
Secure Asset Management
Michigan
$1.91M +$468K +1,711 +33%
PJSIMP
1228
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.9M +$6.84K +25 +0.4%
PL
1229
Perpetual Ltd
Australia
$1.9M -$995K -3,636 -34%
BFS
1230
Bard Financial Services
Connecticut
$1.9M -$151K -550 -7%
LS
1231
Leelyn Smith
Illinois
$1.89M +$67.3K +246 +4%
BM
1232
Brandywine Managers
Delaware
$1.89M
JPWM
1233
Jamison Private Wealth Management
Georgia
$1.89M +$138K +506 +8%
MAM
1234
Maytree Asset Management
Hong Kong
$1.89M -$807K -2,950 -30%
CAMV
1235
Concord Asset Management (Virginia)
Virginia
$1.89M +$280K +1,024 +17%
NIWA
1236
New Insight Wealth Advisors
California
$1.89M -$432K -1,578 -19%
9WM
1237
9258 Wealth Management
Ohio
$1.89M -$111K -406 -6%
Koshinski Asset Management
1238
Koshinski Asset Management
Illinois
$1.88M
ZF
1239
Zhang Financial
Michigan
$1.88M +$839K +3,064 +81%
CCG
1240
Cypress Capital Group
Florida
$1.87M -$40K -146 -2%
ACP
1241
Aviance Capital Partners
Florida
$1.86M +$9.03K +33 +0.5%
FG
1242
Fiduciary Group
Georgia
$1.86M -$449K -1,640 -19%
CCS
1243
Concentric Capital Strategies
Connecticut
$1.86M -$4.93M -17,996 -73%
UWM
1244
Udine Wealth Management
Florida
$1.85M +$1.85M +6,777 New
NG
1245
Northstar Group
New York
$1.85M -$20.5K -75 -1%
SWMG
1246
Signature Wealth Management Group
Georgia
$1.85M +$205K +748 +12%
MSR
1247
Main Street Research
Connecticut
$1.85M +$1.36M +4,969 +280%
SC
1248
Saturna Capital
Washington
$1.85M +$54.7K +200 +3%
TPI
1249
Trust Point Inc
Wisconsin
$1.84M +$477K +1,744 +35%
AFG
1250
Argent Financial Group
Louisiana
$1.84M +$1.84M +6,708 New