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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 %
SCA
626
Snowden Capital Advisors
New York
$9.13M -$77.9K -303 -0.8%
RMA
627
Roffman Miller Associates
Pennsylvania
$9.12M +$247K +960 +3%
IPAM
628
ICICI Prudential Asset Management
India
$9.08M -$1.3M -5,050 -13%
Capstone Investment Advisors
629
Capstone Investment Advisors
New York
$9.04M +$7.55M +29,361 +506%
MHC
630
Meyer Handelman Company
New York
$9.02M +$11.8K +46 +0.1%
SWA
631
Stratos Wealth Advisors
Ohio
$8.97M +$393K +1,527 +5%
NIM
632
NEOS Investment Management
Connecticut
$8.96M +$2.82M +10,956 +46%
NRG
633
Nemes Rush Group
Michigan
$8.95M +$120K +468 +1%
IMCOOI
634
Investment Management Corp of Ontario (IMCO)
Canada
$8.93M +$1.54M +6,000 +21%
CA
635
CSM Advisors
Pennsylvania
$8.89M -$210K -815 -2%
CCM
636
Channing Capital Management
Illinois
$8.84M +$1.34M +5,208 +18%
AWA
637
Arkadios Wealth Advisors
Georgia
$8.8M +$584K +2,272 +7%
TCM
638
Thames Capital Management
New Jersey
$8.76M -$2.44M -9,503 -22%
WC
639
Whitney & Co
New York
$8.75M +$32.1K +125 +0.4%
SWP
640
Strategic Wealth Partners
Ohio
$8.67M +$3.31M +12,876 +62%
Two Sigma Advisers
641
Two Sigma Advisers
New York
$8.64M -$2.11M -8,200 -20%
SFM
642
Sphera Funds Management
Israel
$8.64M +$8.64M +33,600 New
SSA
643
Sierra Summit Advisors
Nevada
$8.63M +$1.23M +4,779 +17%
CG
644
Caprock Group
Idaho
$8.63M +$3.83M +14,891 +80%
NCM
645
Novare Capital Management
North Carolina
$8.57M -$198K -771 -2%
GIM
646
Grassi Investment Management
California
$8.53M -$116K -450 -1%
WS
647
Wedbush Securities
California
$8.5M +$117K +455 +1%
CSPIA
648
Cary Street Partners Investment Advisory
Virginia
$8.49M +$40.1K +156 +0.5%
IAA
649
Independent Advisor Alliance
North Carolina
$8.48M +$122K +476 +1%
SB
650
Simmons Bank
Arkansas
$8.48M +$312K +1,215 +4%