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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 %
CA
2576
Centerpoint Advisors
Massachusetts
$4K
FIA
2577
FPC Investment Advisory
California
$3.77K
LAM
2578
Lummis Asset Management
Texas
$3.6K
WCM
2579
Westend Capital Management
California
$3.59K -$6.92K -27 -66%
DWA
2580
Delos Wealth Advisors
Texas
$3.34K
SWM
2581
Sanctuary Wealth Management
Idaho
$3.34K +$1.8K +7 +117%
SL
2582
Salomon & Ludwin
Virginia
$3.09K -$13.6K -53 -82%
ACM
2583
Anfield Capital Management
California
$3.09K -$3.34K -13 -52%
KFP
2584
Keener Financial Planning
Texas
$3K
PCA
2585
Providence Capital Advisors
North Carolina
$2.83K
RDFA
2586
Ritter Daniher Financial Advisory
Ohio
$2.57K -$771 -3 -23%
CC
2587
Cypress Capital
Tennessee
$2.57K +$2.57K +10 New
TCM
2588
TD Capital Management
Tennessee
$2.32K
TLCM
2589
Twin Lakes Capital Management
California
$2.06K
MFS
2590
Mattson Financial Services
Michigan
$2.06K +$2.06K +8 New
MFG
2591
Mendota Financial Group
Wisconsin
$1.8K
DF
2592
DecisionPoint Financial
Arizona
$1.55K
TFA
2593
Toth Financial Advisory
Virginia
$1.54K +$1.54K +6 New
PCM
2594
Perritt Capital Management
Illinois
$1.29K
TJHA
2595
Thomas J. Herzfeld Advisors
Florida
$1.29K +$1.29K +5 New
NMG
2596
New Millennium Group
Utah
$1.08K -$1.74M -6,413 -100%
SA
2597
Scarborough Advisors
Maryland
$771 -$1.8K -7 -70%
IA
2598
IFS Advisors
Kansas
$771
PGAM
2599
Princeton Global Asset Management
New Jersey
$771
FHC
2600
First Heartland Consultants
Missouri
$348 -$9 -35 -3%