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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 %
BHWM
2551
Beaird Harris Wealth Management
Texas
$9.64K +$5.08K +20 +111%
NAAA
2552
New Age Alpha Advisors
New York
$9K -$1.53M -5,965 -99%
HWA
2553
HHM Wealth Advisors
Tennessee
$8.49K -$11.3K -44 -57%
HGA
2554
Hobbs Group Advisors
South Carolina
$8.23K +$8.23K +32 New
GIM
2555
Gold Investment Management
Alberta, Canada
$7.97K
OSNBOA
2556
Old Second National Bank of Aurora
Illinois
$7.97K +$7.97K +31 New
ECM
2557
Everence Capital Management
Indiana
$7.84K
GGI
2558
Godsey & Gibb Inc
Virginia
$7.71K
AFWM
2559
Abich Financial Wealth Management
Virginia
$7.2K +$514 +2 +8%
CWA
2560
Carolina Wealth Advisors
South Carolina
$6.69K
PWA
2561
Provenance Wealth Advisors
Florida
$6.43K
MFT
2562
Moisand Fitzgerald Tamayo
Florida
$6.43K +$2.83K +11 +79%
CHA
2563
Carmichael Hill & Associates
Maryland
$6.17K +$1.29K +5 +26%
CJH
2564
Christopher J. Hasenberg
Wisconsin
$6.17K
BG
2565
Bollard Group
Massachusetts
$6K
JGIA
2566
Jackson Grant Investment Advisers
Connecticut
$5.66K
SFC
2567
Strategic Financial Concepts
Texas
$5.52K +$5.52K +149,213 New
TCM
2568
TruNorth Capital Management
Michigan
$5.4K -$7.97K -31 -60%
UFF
2569
USA Financial Formulas
Michigan
$5.14K -$208K -809 -98%
HWM
2570
HighMark Wealth Management
Minnesota
$5.14K
PS
2571
PayPay Securities
Japan
$4.89K +$1.29K +5 +36%
RAM
2572
Riggs Asset Management
Pennsylvania
$4.63K -$257 -1 -5%
LWA
2573
Lowe Wealth Advisors
Maryland
$4.63K
TWD
2574
True Wealth Design
Ohio
$4.37K +$1.03K +4 +31%
WOSD
2575
WFA of San Diego
California
$4.37K +$4.37K +17 New