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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 %
SFS
751
Sowell Financial Services
Arkansas
$5.86M +$458K +1,780 +8%
HI
752
Horizon Investments
North Carolina
$5.86M +$930K +3,622 +19%
SB
753
Strategic Blueprint
Georgia
$5.83M +$80.2K +312 +1%
BZWA
754
Blue Zone Wealth Advisors
California
$5.8M -$557K -2,166 -9%
GAM
755
Groupama Asset Management
France
$5.8M +$575K +2,236 +11%
AI
756
AXS Investments
New York
$5.77M -$287K -1,116 -5%
SIP
757
Stoneridge Investment Partners
Pennsylvania
$5.77M +$3.46M +13,464 +150%
FTDI
758
First Trust Direct Indexing
Massachusetts
$5.76M +$441K +1,714 +8%
AC
759
AMS Capital
Brazil
$5.75M +$587K +2,282 +11%
AF
760
Allworth Financial
California
$5.74M +$775K +3,131 +16%
VCM
761
Vision Capital Management
Oregon
$5.71M +$454K +1,767 +9%
GSEP
762
Golden State Equity Partners
California
$5.69M +$5.69M +22,138 New
AUB
763
Atlantic Union Bankshares
Virginia
$5.67M +$3.34M +13,003 +143%
AG
764
AIA Group
Hong Kong
$5.67M -$1.5M -5,847 -21%
SFI
765
Siemens Fonds Invest
Germany
$5.67M -$21.1K -82 -0.4%
FFA
766
Fragasso Financial Advisors
Pennsylvania
$5.65M -$528K -2,054 -9%
MKA
767
M. Kulyk & Associates
Georgia
$5.64M +$647K +2,516 +13%
ACM
768
Alight Capital Management
New York
$5.63M +$492K +1,914 +10%
LF
769
Longbow Finance
Switzerland
$5.63M -$305K -1,186 -5%
JFG
770
Jefferies Financial Group
New York
$5.63M +$4.92M +19,138 +694%
AI
771
Atom Investors
Texas
$5.62M +$364K +1,415 +7%
CI
772
Conning Inc
Connecticut
$5.59M +$4.07M +15,824 +267%
ISB
773
Iowa State Bank
Iowa
$5.57M +$524K +2,040 +10%
WI
774
Wahed Invest
New York
$5.56M +$770K +2,995 +16%
TCOK
775
Trust Company of Kansas
Kansas
$5.55M +$180K +702 +3%