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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 %
MM
776
Meridian Management
Arkansas
$5.55M +$1.29M +5,005 +30%
RAM
777
Roanoke Asset Management
New Jersey
$5.55M -$1.29K -5 -0%
PTB
778
Pioneer Trust Bank
Oregon
$5.55M +$175K +680 +3%
CCMG
779
Clark Capital Management Group
Pennsylvania
$5.54M +$1.21M +4,691 +28%
DAS
780
Dynamic Advisor Solutions
Arizona
$5.54M +$231K +898 +4%
CDH
781
Charles D. Hyman
$5.5M -$25.7K -100 -0.5%
MPM
782
Meritage Portfolio Management
Kansas
$5.49M +$13.4K +52 +0.2%
BBHC
783
Brown Brothers Harriman & Co
New York
$5.47M +$288K +1,120 +6%
RCM
784
RB Capital Management
Nevada
$5.46M -$3.09K -12 -0.1%
CA
785
Cullinan Associates
Kentucky
$5.46M +$971K +3,775 +22%
HCM
786
Hillman Capital Management
Maryland
$5.45M -$1.46M -5,696 -21%
HS
787
HighVista Strategies
Massachusetts
$5.45M +$2.19M +8,506 +67%
MWM
788
Modera Wealth Management
New Jersey
$5.41M +$2.07M +8,040 +62%
ITFISA
789
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$5.4M -$351K -1,365 -6%
OCM
790
Once Capital Management
New York
$5.35M
IWC
791
Integrated Wealth Concepts
Massachusetts
$5.34M -$598K -2,325 -10%
WIA
792
Westbourne Investment Advisors
Maryland
$5.32M +$60.2K +234 +1%
CCA
793
Checchi Capital Advisers
California
$5.31M -$304K -1,181 -5%
GMFG
794
Greater Midwest Financial Group
Minnesota
$5.3M +$216K +845 +4%
EIA
795
Eastover Investment Advisors
North Carolina
$5.3M +$170K +663 +3%
MC
796
Mirabaud & Cie
Switzerland
$5.25M +$643K +2,501 +14%
YDMI
797
Y.D. More Investments
Israel
$5.25M -$1.17M -4,546 -18%
BCCM
798
Bridge Creek Capital Management
Massachusetts
$5.24M +$6.69K +26 +0.1%
B
799
Bailard
California
$5.24M +$79.7K +310 +2%
BWM
800
Bulltick Wealth Management
Florida
$5.2M +$3.2M +12,434 +160%