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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 %
EAM
526
EdenTree Asset Management
United Kingdom
$13.9M +$3.34M +13,010 +32%
JRP
527
Jasper Ridge Partners
California
$13.9M +$257 +1 +0%
BFS
528
Bradley Foster & Sargent
Connecticut
$13.9M +$3.66M +14,239 +36%
OCM
529
One Capital Management
California
$13.9M +$1.59M +6,181 +13%
ACA
530
Anchor Capital Advisors
Massachusetts
$13.8M -$3.34K -13 -0%
EAM
531
Eagle Asset Management
Florida
$13.8M +$1.82M +7,087 +15%
OIA
532
OneDigital Investment Advisors
Kansas
$13.8M +$1.6M +6,231 +13%
MCM
533
Mill Capital Management
North Carolina
$13.6M +$683K +2,656 +5%
SRC
534
Shufro Rose & Co
New York
$13.6M +$5.66M +22,007 +72%
MIM
535
Marco Investment Management
Georgia
$13.5M +$592K +2,304 +5%
GAM
536
Gotham Asset Management
New York
$13.3M -$2.66M -10,335 -17%
AWS
537
Atria Wealth Solutions
New York
$13.3M -$470K -1,827 -3%
CWM
538
Congress Wealth Management
Massachusetts
$13.2M +$747K +2,905 +6%
CAPTRUST Financial Advisors
539
CAPTRUST Financial Advisors
North Carolina
$13.2M -$143K -556 -1%
PCIA
540
Prime Capital Investment Advisors
Kansas
$13.1M -$2.43M -9,438 -16%
Balyasny Asset Management
541
Balyasny Asset Management
Illinois
$13.1M -$35.2M -136,743 -73%
NRS
542
Neville Rodie & Shaw
New York
$13.1M -$239K -930 -2%
PFS
543
Prospera Financial Services
Texas
$13M +$3.09M +12,030 +31%
BCM
544
Brookstone Capital Management
Illinois
$13M +$3.21M +12,785 +33%
ARAM
545
Ardmore Road Asset Management
New York
$12.9M +$12.9M +50,000 New
A
546
Allianz
Germany
$12.7M -$1.03M -3,999 -7%
FVWA
547
Foster Victor Wealth Advisors
South Carolina
$12.7M +$1.47M +5,737 +13%
RJT
548
Raymond James Trust
Florida
$12.6M -$15.9K -62 -0.1%
NMERB
549
New Mexico Educational Retirement Board
New Mexico
$12.6M
IMRF
550
Illinois Municipal Retirement Fund
Illinois
$12.5M +$332K +1,290 +3%