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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 %
BCWM
251
Bartlett & Co Wealth Management
Ohio
$60.8M +$1.83M +7,116 +3%
CLOS
252
Compagnie Lombard Odier SCmA
Switzerland
$60.8M +$5.2M +20,235 +9%
PTC
253
Petrus Trust Company
Texas
$60.6M +$9M +35,000 +17%
Osaic Holdings
254
Osaic Holdings
Arizona
$59.9M -$5.09M -19,782 -8%
SG Americas Securities
255
SG Americas Securities
New York
$59.8M +$23.7M +92,230 +66%
PI
256
PineBridge Investments
New York
$59.7M -$8.92M -34,706 -13%
Comerica Bank
257
Comerica Bank
Texas
$59.2M -$1.04M -4,031 -2%
Mackenzie Financial
258
Mackenzie Financial
Ontario, Canada
$59.2M -$296K -1,150 -0.5%
Fifth Third Bancorp
259
Fifth Third Bancorp
Ohio
$58.6M -$5.95M -23,138 -9%
Jacobs Levy Equity Management
260
Jacobs Levy Equity Management
New Jersey
$58.4M +$58.4M +227,262 New
CIBC Asset Management
261
CIBC Asset Management
Ontario, Canada
$57.4M +$2.11M +8,197 +4%
CIBC World Market
262
CIBC World Market
Ontario, Canada
$57.1M -$6.27M -24,373 -10%
PNC Financial Services Group
263
PNC Financial Services Group
Pennsylvania
$56.9M -$6.77M -26,335 -11%
CII
264
Capital International Inc
California
$56.9M +$5.38M +20,921 +10%
MIF
265
Mediolanum International Funds
Ireland
$56.7M -$2.14M -9,073 -4%
ACM
266
Anomaly Capital Management
New York
$56.3M -$44.9M -174,730 -44%
Janney Montgomery Scott
267
Janney Montgomery Scott
Pennsylvania
$56.2M +$1.56M +6,081 +3%
EOJOAM
268
E. Ohman J:or Asset Management
Sweden
$56M +$483K +1,880 +0.9%
Creative Planning
269
Creative Planning
Kansas
$55.6M +$653K +2,539 +1%
Retirement Systems of Alabama
270
Retirement Systems of Alabama
Alabama
$55.1M +$153K +597 +0.3%
COPPSERS
271
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$54.8M +$214K +832 +0.4%
OAM
272
Oppenheimer Asset Management
New York
$53.7M +$4.96M +19,302 +10%
TAM
273
Tocqueville Asset Management
New York
$53.5M +$24M +93,414 +81%
X
274
Xponance
Pennsylvania
$53.3M +$2.33M +9,044 +5%
Focus Partners Wealth
275
Focus Partners Wealth
Massachusetts
$53.3M +$42.4M +165,108 +393%