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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 %
AW
2501
Avion Wealth
Texas
$24K +$8.25K +33 +52%
SC
2502
Steph & Co
Wisconsin
$23.9K -$14.7K -57 -38%
NI
2503
NCP Inc
California
$23.4K +$10.3K +40 +78%
Cohen & Steers
2504
Cohen & Steers
New York
$23K
ICM
2505
Islay Capital Management
Texas
$21.9K +$21.9K +85 New
BGAI
2506
Bruce G. Allen Investments
Colorado
$20.8K +$3.34K +13 +19%
PO
2507
Private Ocean
California
$20.6K -$3.09K -12 -13%
VWA
2508
Valued Wealth Advisors
Utah
$20.6K +$1.54K +6 +8%
VWM
2509
Valley Wealth Managers
New Jersey
$20.6K +$20.6K +80 New
DMKJ
2510
David M. Knott Jr
$20K
WAG
2511
Wiser Advisor Group
Arizona
$19.8K +$254 +1 +1%
SWM
2512
Sugarloaf Wealth Management
Georgia
$19.5K
PA
2513
Pineridge Advisors
Missouri
$19.3K -$1.29K -5 -6%
BAM
2514
Bellevue Asset Management
Washington
$18K
VAMG
2515
Voisard Asset Management Group
Michigan
$17.7K
CAM
2516
Costello Asset Management
Pennsylvania
$17.7K
FWA
2517
FSC Wealth Advisors
New York
$17.5K
OLVIG
2518
Oliver Lagore Vanvalin Investment Group
Michigan
$17.2K
KFS
2519
Kelly Financial Services
Massachusetts
$17.2K -$5.64K -22 -25%
FDCP
2520
Foster Dykema Cabot & Partners
Massachusetts
$16.7K -$771 -3 -4%
PG
2521
Proffitt & Goodson
Tennessee
$16.5K +$16.5K +64 New
TIM
2522
Tortoise Investment Management
New York
$16.2K -$43.2K -168 -73%
LFA
2523
LGT Financial Advisors
Texas
$16.2K +$16.2K +63 New
NMM
2524
Naples Money Management
Florida
$16.1K
FPB
2525
First PREMIER Bank
South Dakota
$16K