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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 %
AWG
2826
Altus Wealth Group
Colorado
-$220K -729 Closed
FMN
2827
Financial Management Network
California
-$213K -725 Closed
MC
2828
Marest Capital
California
-$217K -722 Closed
ACA
2829
Affinity Capital Advisors
California
-$217K -721 Closed
HFP
2830
Holistic Financial Partners
Indiana
-$217K -719 Closed
M1FG
2831
Mach-1 Financial Group
Arkansas
-$216K -716 Closed
HR
2832
Howe & Rusling
New York
-$216K -716 Closed
RMC
2833
Regis Management Company
California
-$216K -716 Closed
HI
2834
Humankind Investments
New York
-$215K -713 Closed
SIAG
2835
Safeguard Investment Advisory Group
California
-$214K -709 Closed
GWM
2836
GSB Wealth Management
Connecticut
-$213K -708 Closed
SFG
2837
Sather Financial Group
Texas
-$213K -708 Closed
AIM
2838
Athena Investment Management
California
-$212K -705 Closed
FSC
2839
Full Sail Capital
Oklahoma
-$212K -704 Closed
AR
2840
Apeiron RIA
Texas
-$211K -702 Closed
TWA
2841
Talisman Wealth Advisors
New Jersey
-$211K -702 Closed
JFG
2842
JMG Financial Group
Illinois
-$211K -700 Closed
AWM
2843
Alterna Wealth Management
Texas
-$210K -698 Closed
RW
2844
REDW Wealth
New Mexico
-$210K -697 Closed
HWM
2845
Hemington Wealth Management
Virginia
-$210K -696 Closed
NCM
2846
NCM Capital Management
New Jersey
-$209K -695 Closed
VWM
2847
Vigilare Wealth Management
Arizona
-$209K -695 Closed
JBA
2848
Johnson Bixby & Associates
Washington
-$209K -694 Closed
RIM
2849
Rockbridge Investment Management
New York
-$208K -692 Closed
SFP
2850
Sandbox Financial Partners
Maryland
-$208K -691 Closed