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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 %
MYLI
1401
Meiji Yasuda Life Insurance
Japan
$1.36M -$819K -2,993 -38%
PCG
1402
Prosperity Consulting Group
Maryland
$1.36M +$751K +2,742 +123%
ACM
1403
Ayrshire Capital Management
Connecticut
$1.36M +$29.3K +107 +2%
CWM
1404
Chemistry Wealth Management
New York
$1.36M +$547 +2 +0%
CW
1405
CIC Wealth
Maryland
$1.35M -$38.6K -141 -3%
FFG
1406
Fiduciary Financial Group
California
$1.35M -$583 -2 -0%
RMAM
1407
Raab & Moskowitz Asset Management
New Jersey
$1.34M -$4.38K -16 -0.3%
OCM
1408
Orion Capital Management
California
$1.34M +$10.9K +40 +0.8%
EW
1409
Elyxium Wealth
California
$1.34M +$1.34M +4,883 New
PBT
1410
Pictet Bank & Trust
Bahamas
$1.33M -$384K -1,404 -22%
PPWM
1411
Paragon Private Wealth Management
Kentucky
$1.33M +$84.6K +309 +7%
EW
1412
Evoke Wealth
California
$1.33M +$1.33M +4,852 New
TPWA
1413
Twin Peaks Wealth Advisors
California
$1.33M +$26.6K +97 +2%
DP
1414
Dearborn Partners
Illinois
$1.33M -$174K -635 -12%
NA
1415
Navellier & Associates
Nevada
$1.32M -$4.93K -18 -0.4%
CCB
1416
Country Club Bank
Missouri
$1.32M -$73K -264 -5%
MFA
1417
Millington Financial Advisors
Illinois
$1.32M +$205K +749 +18%
CFG
1418
Carr Financial Group
Massachusetts
$1.32M -$79.7K -291 -6%
EB
1419
Emprise Bank
Kansas
$1.32M -$67.1K -245 -5%
CIC
1420
Cornercap Investment Counsel
Georgia
$1.32M -$1.03M -3,745 -44%
PWP
1421
Pursue Wealth Partners
California
$1.31M +$279K +1,018 +27%
AA
1422
Argent Advisors
Louisiana
$1.31M +$4.65K +17 +0.4%
SAM
1423
Stansberry Asset Management
Texas
$1.31M -$100K -366 -7%
VBCG
1424
Valley Brook Capital Group
Pennsylvania
$1.31M +$28.7K +105 +2%
NAMNJ
1425
NorthStar Asset Management (New Jersey)
New Jersey
$1.3M +$117K +426 +10%