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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 %
NCTC
2851
New Covenant Trust Company
Indiana
-$208K -689 Closed
ABC
2852
Associated Banc-Corp
Wisconsin
-$207K -687 Closed
TFG
2853
Taylor Financial Group
Virginia
-$206K -685 Closed
CWM
2854
Cherrydale Wealth Management
New Jersey
-$206K -684 Closed
MCM
2855
Monarch Capital Management
Indiana
-$206K -683 Closed
SHF
2856
Stage Harbor Financial
Massachusetts
-$205K -682 Closed
UAML
2857
US Asset Management LLC
Pennsylvania
-$205K -681 Closed
WCG
2858
Weaver Consulting Group
California
-$205K -681 Closed
RA
2859
Riverstone Advisors
Texas
-$204K -676 Closed
CB
2860
Cadence Bank
Mississippi
-$202K -672 Closed
HAC
2861
Harbor Advisory Corp
New Hampshire
-$202K -671 Closed
EFL
2862
ERn Financial LLC
Wisconsin
-$202K -670 Closed
LA
2863
Latitude Advisors
Florida
-$201K -669 Closed
CWA
2864
Centennial Wealth Advisory
Michigan
-$201K -668 Closed
CA
2865
Corrado Advisors
New Jersey
-$200K -665 Closed
PP
2866
Paloma Partners
Connecticut
-$187K -620 Closed
AAG
2867
Accordant Advisory Group
Maryland
-$164K -544 Closed
SFFS
2868
Stonehage Fleming Financial Services
Jersey
-$90.9K -455 Closed
EMFAT
2869
Emerald Mutual Fund Advisers Trust
Pennsylvania
-$135K -447 Closed
CI
2870
Cordant Inc
Oregon
-$127K -422 Closed
FIM
2871
Fernwood Investment Management
Massachusetts
-$120K -400 Closed
WTG
2872
West Tower Group
Virginia
-$120K -400 Closed
NIC
2873
Northwest Investment Counselors
Oregon
-$109K -362 Closed
EFMH
2874
E Fund Management (HK)
Hong Kong
-$89K -297 Closed
LF
2875
LifeSteps Financial
California
-$76.2K -253 Closed