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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 %
FHWM
2776
Fox Hill Wealth Management
Massachusetts
-$297K -985 Closed
ACM
2777
Aquatic Capital Management
Illinois
-$289K -960 Closed
SIMG
2778
Stephens Investment Management Group
Texas
-$284K -942 Closed
HC
2779
Hamilton Capital
Ohio
-$280K -929 Closed
BCM
2780
BlueCrest Capital Management
Jersey
-$279K -927 Closed
PWP
2781
Precedent Wealth Partners
Texas
-$272K -904 Closed
CWA
2782
Canvas Wealth Advisors
Kansas
-$246K -891 Closed
BHBT
2783
Burke & Herbert Bank & Trust
Virginia
-$266K -883 Closed
TCMP
2784
Thrive Capital Management (Pennsylvania)
Pennsylvania
-$265K -881 Closed
MFGM
2785
Marshall Financial Group (Maryland)
Maryland
-$259K -861 Closed
PWA
2786
Prairie Wealth Advisors
Nebraska
-$259K -859 Closed
LWM
2787
LongView Wealth Management
Georgia
-$258K -858 Closed
1WM
2788
1900 Wealth Management
Texas
-$257K -853 Closed
CA
2789
Cornerstone Advisory
Maryland
-$256K -851 Closed
AFG
2790
ABLE Financial Group
Arizona
-$256K -850 Closed
SEA
2791
Stegent Equity Advisors
Texas
-$255K -848 Closed
OPPS
2792
Obsidian Personal Planning Solutions
Maryland
-$228K -847 Closed
TCBWMS
2793
Texas Capital Bank Wealth Management Services
Texas
-$253K -840 Closed
AWP
2794
Abacus Wealth Partners
California
-$250K -831 Closed
MAM
2795
Madison Asset Management
Wisconsin
-$248K -825 Closed
WTB
2796
Washington Trust Bank
Washington
-$247K -821 Closed
NB
2797
Northwest Bancshares
Pennsylvania
-$247K -819 Closed
SFA
2798
Source Financial Advisors
New York
-$246K -816 Closed
TCWM
2799
Total Clarity Wealth Management
Illinois
-$245K -815 Closed
CWM
2800
Circle Wealth Management
New Jersey
-$244K -810 Closed