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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 %
PCM
2201
Princeton Capital Management
New Jersey
$273K +$7.12K +26 +3%
OBWG
2202
Onyx Bridge Wealth Group
New York
$273K +$13.4K +49 +5%
JWM
2203
JGP Wealth Management
Oregon
$272K +$20.8K +76 +8%
CV
2204
Counterweight Ventures
North Carolina
$272K -$1.92K -7 -0.7%
BWA
2205
BlueChip Wealth Advisors
Georgia
$271K +$1.37K +5 +0.5%
Kayne Anderson Rudnick Investment Management
2206
Kayne Anderson Rudnick Investment Management
California
$271K
FWM
2207
Forza Wealth Management
Florida
$270K -$274 -1 -0.1%
KCM
2208
Kathmere Capital Management
Pennsylvania
$270K +$270K +988 New
SAMT
2209
Select Asset Management & Trust
Pennsylvania
$270K -$5.2K -19 -2%
SL
2210
Sentinus LLC
Illinois
$270K +$270K +985 New
SOW
2211
State of Wyoming
Wyoming
$269K -$429K -1,569 -61%
SOS
2212
Silver Oak Securities
Tennessee
$269K -$102K -369 -28%
EP
2213
EPIQ Partners
Minnesota
$268K
BFS
2214
Burkett Financial Services
South Carolina
$268K +$547 +2 +0.2%
CG
2215
Clifford Group
Massachusetts
$267K +$5.47K +20 +2%
SWG
2216
Summit Wealth Group
Vermont
$267K
OWA
2217
Opal Wealth Advisors
New York
$267K -$65.4K -239 -20%
AAP
2218
Arax Advisory Partners
Colorado
$267K +$16.7K +61 +7%
HWP
2219
Highline Wealth Partners
California
$265K +$109K +398 +70%
ZIC
2220
ZWJ Investment Counsel
Georgia
$264K +$274 +1 +0.1%
AC
2221
Avory & Company
Florida
$264K -$9.58K -35 -4%
AI
2222
Arvest Investments
Arkansas
$264K +$39.7K +145 +18%
SFP
2223
Sweet Financial Partners
Minnesota
$261K +$274 +1 +0.1%
IFPG
2224
Intrepid Financial Planning Group
Indiana
$261K
SFS
2225
Stiles Financial Services
Minnesota
$261K -$15.6K -57 -6%