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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 %
KeyBank National Association
651
KeyBank National Association
Ohio
$8.45M +$143K +558 +2%
CWM
652
CMH Wealth Management
New Hampshire
$8.38M +$189K +737 +2%
EF
653
Empirical Finance
Pennsylvania
$8.34M -$562K -2,186 -6%
FDP
654
Financiere des Professionnels
Quebec, Canada
$8.28M +$8.28M +32,338 New
SA
655
SpiderRock Advisors
Delaware
$8.12M -$1.95M -7,600 -19%
CIP
656
Chartwell Investment Partners
Pennsylvania
$8.11M +$1.66M +6,451 +26%
PA
657
Pinnacle Associates
New York
$8.06M -$137K -532 -2%
KRSITF
658
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$8.05M -$159K -618 -2%
VFA
659
Valeo Financial Advisors
Indiana
$8.04M +$567K +5,467 +8%
BIAS
660
Beacon Investment Advisory Services
New Jersey
$8.02M -$406K -1,579 -5%
PA
661
Procyon Advisors
Connecticut
$8.01M +$291K +1,131 +4%
NMIMC
662
Northwestern Mutual Investment Management Company
Wisconsin
$7.95M +$49.6K +193 +0.6%
FNT
663
First National Trust
Pennsylvania
$7.92M -$283K -1,099 -3%
LMIM
664
Lockheed Martin Investment Management
Maryland
$7.85M +$2.37M +9,210 +43%
ZIM
665
Zacks Investment Management
Illinois
$7.82M +$874K +3,400 +13%
EWA
666
EP Wealth Advisors
California
$7.72M +$920K +3,580 +14%
NI
667
Noked Israel
Israel
$7.71M -$13.6M -53,000 -64%
PAS
668
Park Avenue Securities
New York
$7.65M +$449K +1,746 +6%
BWFA
669
Baltimore-Washington Financial Advisors
Maryland
$7.6M +$455K +1,770 +6%
LFAS
670
Level Four Advisory Services
Texas
$7.59M -$1.41M -5,495 -16%
BC
671
Burney Company
Virginia
$7.58M -$87.7K -341 -1%
WFG
672
Wormser Freres Gestion
France
$7.56M +$298K +1,123 +4%
CCMT
673
CMT Capital Markets Trading
Germany
$7.52M +$7.1M +27,613 +1,687%
PIM
674
Plato Investment Management
Australia
$7.5M +$526K +2,045 +8%
HCMT
675
Highland Capital Management (Tennessee)
Tennessee
$7.48M -$218K -848 -3%