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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 %
Jones Financial Companies
351
Jones Financial Companies
Missouri
$32.7M +$16.2M +63,004 +98%
HCM
352
Hollencrest Capital Management
California
$32.7M -$171K -664 -0.5%
SCTC
353
Sanibel Captiva Trust Company
Florida
$32.4M +$1.36M +5,280 +4%
Squarepoint
354
Squarepoint
New York
$32.4M +$25.6M +99,615 +379%
VA
355
Vident Advisory
Georgia
$32.2M +$13.9M +54,123 +76%
BMSSC
356
B. Metzler seel. Sohn & Co
Germany
$32.2M -$5.46M -21,236 -14%
VCM
357
Valiant Capital Management
California
$31.9M -$18.6M -72,539 -37%
BPWM
358
Badgley Phelps Wealth Managers
Washington
$31.6M -$357K -1,390 -1%
MOACM
359
Mutual of America Capital Management
New York
$31.5M -$1.14M -4,433 -3%
AIM
360
Allen Investment Management
New York
$31.3M +$7.45M +28,995 +31%
SPIA
361
Steward Partners Investment Advisory
New York
$30.7M -$1.12M -4,346 -4%
RG
362
Renaissance Group
Kentucky
$30.4M +$1.21M +4,714 +4%
GA
363
GuoLine Advisory
Singapore
$30.3M +$19.6M +76,390 +184%
Twin Tree Management
364
Twin Tree Management
Texas
$30.1M -$14.2M -55,375 -32%
SFA
365
Sequoia Financial Advisors
Ohio
$30.1M -$1.12M -4,360 -4%
AssetMark Inc
366
AssetMark Inc
California
$30M +$2.16M +8,410 +8%
KWM
367
Kingsview Wealth Management
Oregon
$29.7M +$5.79M +22,504 +24%
HCMG
368
Howard Capital Management Group
California
$29.5M +$242K +941 +0.8%
NAM
369
Nissay Asset Management
Japan
$29.4M +$784K +3,051 +3%
BAMF
370
BI Asset Management Fondsmaeglerselskab
Denmark
$29.3M +$13.5M +52,444 +85%
TIAA Trust, National Association
371
TIAA Trust, National Association
North Carolina
$28.9M +$4.88M +18,996 +20%
Pathstone Holdings
372
Pathstone Holdings
New Jersey
$28.3M -$1.42M -5,516 -5%
TCM
373
Trybe Capital Management
Connecticut
$28M
NC
374
NZS Capital
Colorado
$27.6M +$9.84M +38,258 +55%
CA
375
Commerzbank Aktiengesellschaft
Germany
$27.6M -$89.2K -347 -0.3%