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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 %
DIA
451
Davidson Investment Advisors
Montana
$20.1M -$5.83M -22,674 -22%
NPT
452
Nixon Peabody Trust
Massachusetts
$20M -$601K -2,338 -3%
LPP
453
Long Path Partners
Connecticut
$19.8M -$806K -3,135 -4%
IG
454
Ithaka Group
Virginia
$19.7M -$579K -2,253 -3%
PWLP
455
Prio Wealth Limited Partnership
Massachusetts
$19.6M -$3.51M -13,662 -15%
MIA
456
MMBG Investment Advisors
Florida
$19.6M +$41.7K +162 +0.2%
PCMC
457
Paragon Capital Management (Colorado)
Colorado
$19.6M
VPIM
458
Vanguard Personalized Indexing Management
California
$19.5M -$414K -1,651 -2%
QFA
459
Quattro Financial Advisors
Texas
$19.3M +$6.43M +25,000 +50%
MSU
460
Mizuho Securities USA
New York
$19.3M +$19.3M +74,886 New
CA
461
Clearstead Advisors
Ohio
$19M +$15.4M +59,981 +433%
CHCM
462
Columbus Hill Capital Management
New Jersey
$19M +$8.85M +34,435 +88%
PAG
463
Private Advisor Group
New Jersey
$18.9M -$293K -1,138 -2%
KRS
464
Kentucky Retirement Systems
Kentucky
$18.8M -$83K -323 -0.4%
MSRPS
465
Maryland State Retirement & Pension System
Maryland
$18.8M
O
466
Ossiam
France
$18.7M +$13M +50,422 +227%
KC
467
Kadensa Capital
Hong Kong
$18.7M +$2.18M +8,460 +13%
YC
468
Yarbrough Capital
Tennessee
$18.6M
Carson Wealth (CWM LLC)
469
Carson Wealth (CWM LLC)
Nebraska
$18.6M +$2.65M +10,317 +17%
DILIC
470
Dai-ichi Life Insurance Company
Japan
$18.6M -$3.76M -14,630 -17%
HIP
471
HUB Investment Partners
Texas
$18.6M +$61.2K +238 +0.3%
LSCM
472
Light Street Capital Management
California
$18.4M +$2.6M +10,095 +16%
KPWS
473
Kestra Private Wealth Services
Texas
$18.3M +$2.25M +8,748 +14%
NA
474
NewEdge Advisors
Louisiana
$18.2M -$119K -464 -0.7%
AAS
475
Avantax Advisory Services
Texas
$18.2M +$9.1M +35,394 +100%