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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 %
LFASL
2526
Lugano Financial Advisors SA (LFA)
Switzerland
$15.9K
TC
2527
Trust Company
Kansas
$15.4K
AFS
2528
Annapolis Financial Services
Maryland
$15.2K
PP
2529
PFS Partners
New Jersey
$14.9K
PCC
2530
Park Circle Company
Maryland
$13.9K
VWWMG
2531
Vermillion & White Wealth Management Group
Pennsylvania
$13.1K
FFA
2532
Fairfield Financial Advisors
Massachusetts
$12.9K +$12.9K +50 New
LB
2533
Legacy Bridge
Iowa
$12.9K -$1.25M -4,873 -99%
MFC
2534
Mechanics Financial Corp
Ohio
$12.9K
RWA
2535
Redmont Wealth Advisors
Illinois
$12.9K
CC
2536
Cultivar Capital
Texas
$12.9K +$12.9K +50 New
SP
2537
SWS Partners
Ohio
$12.9K +$12.9K +50 New
MIM
2538
Macroview Investment Management
Maryland
$12.4K -$30.9K -120 -71%
AWM
2539
Atticus Wealth Management
Florida
$12.1K +$2.83K +11 +31%
AT
2540
Arlington Trust
Alabama
$12.1K
FW
2541
Fairway Wealth
Ohio
$12.1K +$12.1K +47 New
PP
2542
PrairieView Partners
Minnesota
$12K
EA
2543
Evolution Advisers
Virginia
$12K
CMP
2544
Coston McIsaac & Partners
Maine
$12K
NECFA
2545
New England Capital Financial Advisors
Connecticut
$11.6K
HI
2546
Hoey Investments
Pennsylvania
$11.6K -$27K -105 -70%
SIC
2547
SJS Investment Consulting
Ohio
$11.3K -$120K -467 -91%
CCA
2548
Criterion Capital Advisors
Tennessee
$10.8K
MBFW
2549
Morton Brown Family Wealth
Pennsylvania
$10.4K
DPW
2550
DiNuzzo Private Wealth
Pennsylvania
$10.3K +$1.54K +6 +18%