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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 %
PPP
2751
Private Portfolio Partners
New Jersey
-$497K -1,650 Closed
AIM
2752
Aspen Investment Management
Michigan
-$483K -1,603 Closed
CT
2753
ClearAlpha Technologies
Connecticut
-$477K -1,584 Closed
ACM
2754
Ategra Capital Management
Virginia
-$453K -1,503 Closed
BAM
2755
BOCHK Asset Management
Hong Kong
-$452K -1,500 Closed
P8IP
2756
Pier 88 Investment Partners
California
-$449K -1,490 Closed
CBFP
2757
Cedar Brook Financial Partners
Ohio
-$446K -1,482 Closed
DTL
2758
Dynamic Technology Lab
Singapore
-$425K -1,410 Closed
BC
2759
Bridgefront Capital
Texas
-$420K -1,394 Closed
IDBONY
2760
Israel Discount Bank of New York
New York
-$418K -1,387 Closed
HCM
2761
Hodges Capital Management
Texas
-$403K -1,337 Closed
SGCA
2762
Steel Grove Capital Advisors
Tennessee
-$387K -1,286 Closed
MYIA
2763
Mount Yale Investment Advisors
Colorado
-$379K -1,258 Closed
WWM
2764
Wagner Wealth Management
South Carolina
-$371K -1,233 Closed
WA
2765
Wealthstar Advisors
Texas
-$359K -1,192 Closed
DCM
2766
DGS Capital Management
New Jersey
-$359K -1,191 Closed
BM
2767
Belfer Management
New York
-$332K -1,102 Closed
PWS
2768
Precision Wealth Strategies
Missouri
-$332K -1,101 Closed
NWMG
2769
National Wealth Management Group
Ohio
-$328K -1,088 Closed
REMPR
2770
Roof Eidam Maycock Peralta (REMP)
California
-$325K -1,079 Closed
VDI
2771
Vaughan David Investments
Illinois
-$324K -1,076 Closed
WFC
2772
Western Financial Corp
California
-$317K -1,053 Closed
CAM
2773
CenterStar Asset Management
Illinois
-$316K -1,049 Closed
SWM
2774
SFG Wealth Management
Maryland
-$316K -1,049 Closed
CCM
2775
CloudAlpha Capital Management
Hong Kong
-$301K -1,000 Closed