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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 %
TW
551
Trajan Wealth
Arizona
$12.4M +$998K +3,882 +9%
ASN
552
Advisory Services Network
Georgia
$12.4M +$203K +791 +2%
CA
553
Cornerstone Advisors
North Carolina
$12.3M -$334K -1,300 -3%
PWM
554
Perigon Wealth Management
California
$12.3M -$690K -2,683 -5%
SCA
555
Stonebridge Capital Advisors
Minnesota
$12.3M +$1.36M +5,288 +12%
CTA
556
Chesley Taft & Associates
Illinois
$12.3M -$184K -716 -1%
BCMO
557
Buckingham Capital Management (Ohio)
Ohio
$12.2M -$137K -531 -1%
EWM
558
Edge Wealth Management
New York
$12.2M -$101K -391 -0.8%
WTC
559
WhitTier Trust Company
Nevada
$12.2M +$113K +439 +0.9%
BWL
560
Bogart Wealth LLC
Virginia
$11.8M +$2.29M +8,895 +24%
CL
561
Choreo LLC
Illinois
$11.8M +$5.6M +21,847 +91%
BF
562
BOK Financial
Oklahoma
$11.7M +$5.41M +21,060 +86%
ET
563
Equitable Trust
Tennessee
$11.7M +$3.34M +12,984 +40%
MME
564
Meag Munich Ergo
Germany
$11.7M -$4.22M -16,410 -27%
RIL
565
Rothschild Investment LLC
Illinois
$11.6M +$61.7K +240 +0.5%
MIC
566
Maxi Investments CY
Cyprus
$11.6M +$3.2M +12,438 +38%
LCM
567
LVM Capital Management
Michigan
$11.5M +$252K +980 +2%
NB
568
Norinchukin Bank
Japan
$11.5M +$201K +783 +2%
BAAM
569
Baker Avenue Asset Management
California
$11.4M -$59.4K -231 -0.5%
KOCAA
570
Knights of Columbus Asset Advisors
Connecticut
$11.4M +$973K +3,786 +9%
GSPF
571
Grafton Street Partners Fund
Florida
$11.3M +$1.18M +4,595 +12%
RSS
572
Rosenblum Silverman Sutton
California
$11.3M -$25.7K -100 -0.2%
IB
573
Iyo Bank
Japan
$11.2M
KAS
574
Kemnay Advisory Services
New York
$11.2M +$151K +587 +1%
ECM
575
Exchange Capital Management
Michigan
$11.1M -$485K -1,888 -4%