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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 %
VI
676
Vestcor Inc
New Brunswick, Canada
$7.44M -$459K -1,784 -6%
SW
677
Simplicity Wealth
New Jersey
$7.35M +$293K +1,141 +4%
BRWA
678
B. Riley Wealth Advisors
Florida
$7.35M +$576K +2,239 +8%
HAG
679
HighPoint Advisor Group
Illinois
$7.31M +$2.52M +9,775 +53%
BONST
680
Bank of Nova Scotia Trust
Ontario, Canada
$7.31M +$924K +3,592 +14%
BG
681
BDF Gestion
France
$7.3M +$7.3M +28,403 New
CK
682
Cohen Klingenstein
New York
$7.28M
SAS
683
Stelac Advisory Services
New York
$7.24M
CAM
684
ClariVest Asset Management
California
$7.23M -$79.4K -309 -1%
CA
685
Callahan Advisors
Texas
$7.22M +$1.17M +4,538 +19%
HVIA
686
Hudson Valley Investment Advisors
New York
$7.16M +$20.6K +79 +0.3%
MPWT
687
MassMutual Private Wealth & Trust
Connecticut
$7.15M +$749K +2,915 +12%
PWG
688
Portside Wealth Group
Utah
$7.12M -$249K -967 -3%
USAA
689
United Services Automobile Association
Texas
$7.11M -$363K -1,412 -5%
LNWWM
690
Laird Norton Wetherby Wealth Management
California
$7.08M +$91.3K +355 +1%
SIM
691
Stratos Investment Management
Ohio
$7.05M +$422K +1,642 +6%
EWM
692
Evercore Wealth Management
New York
$6.98M +$37.3K +145 +0.5%
SM
693
Selkirk Management
New Jersey
$6.94M
MCM
694
Maytus Capital Management
New York
$6.94M +$2.31M +8,981 +50%
FIA
695
Foundations Investment Advisors
Arizona
$6.9M +$1.49M +5,804 +28%
SWM
696
Selective Wealth Management
Virginia
$6.9M -$345K -1,368 -5%
SAM
697
Sompo Asset Management
Japan
$6.89M +$992K +3,860 +17%
DA
698
Dillon & Associates
Michigan
$6.87M +$330K +1,283 +5%
KCM
699
Kornitzer Capital Management
Kansas
$6.87M +$366K +1,422 +6%
GAAM
700
Guinness Atkinson Asset Management
California
$6.83M -$5.91K -23 -0.1%