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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 %
ESB
1451
Essex Savings Bank
Connecticut
$1.25M +$61.6K +225 +5%
HWM
1452
Hohimer Wealth Management
Washington
$1.24M +$42.2K +154 +4%
OAM
1453
Occidental Asset Management
California
$1.24M -$119K -435 -9%
LGA
1454
Lebenthal Global Advisors
New York
$1.23M +$98.8K +361 +9%
PP
1455
PDS Planning
Ohio
$1.23M +$93.9K +343 +8%
EFG
1456
Embree Financial Group
Illinois
$1.23M +$74.5K +272 +6%
TYCC
1457
Texas Yale Capital Corp
Florida
$1.22M +$112K +410 +10%
FUBT
1458
First United Bank & Trust
Maryland
$1.22M -$30.9K -113 -2%
DF
1459
Donoghue Forlines
Massachusetts
$1.22M +$1.22M +4,454 New
CA
1460
Continuum Advisory
Idaho
$1.22M +$150K +453 +14%
NJIM
1461
Nabity-Jensen Investment Management
Nebraska
$1.22M
SIM
1462
Sentry Investment Management
Wisconsin
$1.21M +$50.4K +184 +4%
BWA
1463
Bordeaux Wealth Advisors
California
$1.21M -$573K -2,092 -32%
CB
1464
CNB Bank
Pennsylvania
$1.2M +$124K +454 +12%
MFP
1465
Meridian Financial Partners
Virginia
$1.2M +$17.5K +64 +1%
FC
1466
Fairscale Capital
New Hampshire
$1.2M -$11K -40 -0.9%
SFA
1467
Souders Financial Advisors
Ohio
$1.2M +$101K +368 +9%
ICP
1468
Interchange Capital Partners
Pennsylvania
$1.2M -$169K -617 -12%
PFWA
1469
Paces Ferry Wealth Advisors
Georgia
$1.19M -$27.6K -101 -2%
BA
1470
Birinyi Associates
Connecticut
$1.19M
TAM
1471
Trillium Asset Management
Massachusetts
$1.19M -$143K -523 -11%
JE
1472
JMAC Enterprises
Pennsylvania
$1.18M +$6.84K +25 +0.6%
S
1473
ShariaPortfolio
Florida
$1.18M +$274 +1 +0%
ARMT
1474
Amica Retiree Medical Trust
Rhode Island
$1.18M +$1.18M +4,303 New
PCS
1475
Personal CFO Solutions
New Jersey
$1.18M -$1.01M -3,688 -46%