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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 %
RF
2801
RHS Financial
California
-$243K -808 Closed
EA
2802
Echo45 Advisors
California
-$242K -804 Closed
LAM
2803
Lifestyle Asset Management
Texas
-$236K -784 Closed
Fiera Capital (Canada)
2804
Fiera Capital (Canada)
Quebec, Canada
-$236K -783 Closed
MFS
2805
Madrona Financial Services
Washington
-$236K -782 Closed
RP
2806
Riverwater Partners
Wisconsin
-$235K -780 Closed
A
2807
AJOVista
Massachusetts
-$233K -775 Closed
MSS
2808
Mitchell Sinkler & Starr
Pennsylvania
-$230K -765 Closed
MBTD
2809
Mechanics Bank - Trust Department
California
-$230K -765 Closed
SCM
2810
SOL Capital Management
Maryland
-$230K -764 Closed
EPA
2811
Element Pointe Advisors
Florida
-$230K -763 Closed
EFG
2812
Ethos Financial Group
Pennsylvania
-$230K -761 Closed
EB
2813
Exchange Bank
California
-$229K -759 Closed
TCM
2814
Tufton Capital Management
Maryland
-$228K -758 Closed
PSF
2815
Pacific Sun Financial
California
-$228K -758 Closed
KCM
2816
Kathmere Capital Management
Pennsylvania
-$227K -755 Closed
KI
2817
Kapitalo Investimentos
Brazil
-$227K -754 Closed
SLT
2818
St Louis Trust
Missouri
-$227K -753 Closed
CCWM
2819
Cassaday & Co Wealth Management
Virginia
-$227K -753 Closed
PI
2820
Pachira Investments
California
-$223K -740 Closed
AT
2821
American Trust
Kentucky
-$223K -740 Closed
HCC
2822
Hirtle Callaghan & Co
Pennsylvania
-$221K -735 Closed
CWM
2823
CCG Wealth Management
California
-$220K -731 Closed
HPM
2824
Hoxton Planning & Management
West Virginia
-$220K -730 Closed
SAM
2825
Summit Asset Management
Tennessee
-$220K -729 Closed