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Salesforce

2,599 hedge funds and large institutions have $201B invested in Salesforce in 2024 Q2 according to their latest regulatory filings, with 181 funds opening new positions, 1,227 increasing their positions, 956 reducing their positions, and 284 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,599
Holders Change
-143
Holders Change %
-5.22%
% of All Funds
37.8%
Holding in Top 10
77
Holding in Top 10 Change
-57
Holding in Top 10 Change %
-42.54%
% of All Funds
1.12%
New
181
Increased
1,227
Reduced
956
Closed
284
Calls
$5.36B
Puts
$5.4B
Net Calls
-$37.9M
Net Calls Change
+$293M
Name Holding Trade Value Shares
Change
Shares
Change %
PCTC
2476
Perkins Coie Trust Company
Washington
$34.7K
CTA
2477
Colonial Trust Advisors
South Carolina
$34.5K +$3.34K +13 +11%
CWC
2478
Carolinas Wealth Consulting
North Carolina
$34.1K -$102K -396 -75%
MA
2479
MCF Advisors
Kentucky
$33.9K +$5.4K +21 +19%
SC
2480
Stephens Consulting
Michigan
$33.2K +$32.1K +125 +3,125%
SIS
2481
Strategic Investment Solutions
Illinois
$33.1K +$33.1K +128 New
IGWM
2482
ICA Group Wealth Management
Colorado
$31.4K -$331K -1,288 -91%
FPFS
2483
First Personal Financial Services
North Carolina
$31.4K
MSG
2484
Main Street Group
Virginia
$30.5K -$12.8K -50 -30%
EL
2485
EMFO LLC
Florida
$30.1K
KSWA
2486
Kathleen S. Wright Associates
Pennsylvania
$30.1K
RFG
2487
REAP Financial Group
Texas
$29.8K -$6.43K -25 -18%
GCM
2488
Gables Capital Management
Florida
$29.8K
CMA
2489
Cedar Mountain Advisors
Oregon
$28.6K
BC
2490
Barrett & Company
Rhode Island
$28.3K -$45K -175 -61%
CIR
2491
Clear Investment Research
Georgia
$28.3K +$25.2K +98 +817%
ZRP
2492
Zynergy Retirement Planning
New Jersey
$28.3K +$28.3K +110 New
AP
2493
Aspect Partners
Virginia
$28K
RTL
2494
Red Tortoise LLC
Georgia
$27.8K
QL
2495
Quarry LP
New York
$27.8K -$39.1K -152 -58%
CB
2496
Centennial Bank
Arkansas
$27K -$3.86K -15 -13%
TC
2497
Tacita Capital
Ontario, Canada
$25.7K
PSB
2498
Piscataqua Savings Bank
New Hampshire
$25.7K +$24.7K +96 +2,400%
SRCM
2499
Signature Resources Capital Management
California
$25K
MHR
2500
Matthew Hamilton Rosenberg
$24.1K -$25.6K -100 -52%