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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 %
AC
726
Asio Capital
Kentucky
$6.19M +$1.89M +7,357 +44%
CCAM
727
Codex Capital Asset Management
Texas
$6.17M +$6.17M +24,000 New
CI
728
Ceera Investments
Texas
$6.16M -$60.4K -235 -1%
BHB
729
Bank Hapoalim BM
Israel
$6.15M +$293K +1,140 +5%
ECM
730
Evergreen Capital Management
Washington
$6.14M -$558K -2,171 -8%
MCM
731
Moore Capital Management
New York
$6.14M -$112M -436,346 -95%
BFM
732
Boston Financial Management
Massachusetts
$6.13M +$181K +703 +3%
EIM
733
Essex Investment Management
Massachusetts
$6.1M -$823K -3,200 -12%
NSAM
734
North Star Asset Management
Wisconsin
$6.04M +$5.8M +22,553 +2,352%
PF
735
Phoenix Financial
Israel
$6.04M -$4.38M -17,299 -42%
KFP
736
KMG Fiduciary Partners
Ohio
$6.02M +$377K +1,465 +7%
VVP
737
Venture Visionary Partners
Ohio
$5.99M +$99.5K +387 +2%
GIM
738
Generate Investment Management
New Zealand
$5.98M -$7.97M -31,018 -57%
SWA
739
SFMG Wealth Advisors
Texas
$5.98M +$1.19M +4,635 +25%
CIG
740
Consolidated Investment Group
Colorado
$5.96M
MWM
741
Marietta Wealth Management
Georgia
$5.96M +$186K +723 +3%
PWS
742
Peloton Wealth Strategists
Indiana
$5.95M -$158K -615 -3%
LI
743
Louisbourg Investments
New Brunswick, Canada
$5.93M +$1.8M +8,665 +44%
DJSG
744
D.J. St. Germain
Massachusetts
$5.92M +$446K +1,733 +8%
TCA
745
Trifecta Capital Advisors
Illinois
$5.91M +$127K +493 +2%
TCM
746
Twin Capital Management
Pennsylvania
$5.9M +$68.9K +268 +1%
VST
747
Van Strum & Towne
California
$5.89M +$1.03K +4 +0%
MWM
748
Meridian Wealth Management
Kentucky
$5.88M +$5.88M +22,879 New
PT
749
Plimoth Trust
Massachusetts
$5.87M +$180K +699 +3%
LOAME
750
Lombard Odier Asset Management (Europe)
United Kingdom
$5.87M -$170K -663 -3%