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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 %
GPTE
801
Generali Powszechne Towarzystwo Emerytalne
Poland
$5.17M
CYG
802
Clean Yield Group
Vermont
$5.17M +$5.05M +19,653 +4,263%
AWM
803
Axxcess Wealth Management
California
$5.17M +$1.58M +6,137 +44%
PIA
804
Petredis Investment Advisors
Pennsylvania
$5.16M -$7.97K -31 -0.2%
RIG
805
Renaissance Investment Group
Massachusetts
$5.16M +$998K +3,954 +24%
JSSH
806
J. Safra Sarasin Holding
$5.16M +$5.16M +20,062 New
MMA
807
Miracle Mile Advisors
California
$5.15M +$281K +1,094 +6%
UOC
808
UBS O'Connor
Illinois
$5.14M +$1.29M +5,000 +33%
Verition Fund Management
809
Verition Fund Management
Connecticut
$5.04M -$48.2M -187,479 -91%
SIA
810
SeaBridge Investment Advisors
New Jersey
$5.03M +$336K +1,306 +7%
AG
811
Ascent Group
Virginia
$5.03M +$664K +2,581 +15%
VSQM
812
V-Square Quantitative Management
Illinois
$5.02M -$229K -891 -4%
GIA
813
Gladstone Institutional Advisory
Florida
$5.01M +$191K +741 +4%
BIP
814
Bouvel Investment Partners
Pennsylvania
$4.99M -$17.7K -69 -0.4%
AAM
815
Advisors Asset Management
Colorado
$4.99M +$820K +3,191 +20%
MWA
816
Meridian Wealth Advisors
Texas
$4.98M +$38.6K +150 +0.8%
EH
817
Equitable Holdings
New York
$4.98M +$797K +3,100 +19%
AWM
818
Avior Wealth Management
Nebraska
$4.97M -$39.6K -154 -0.8%
UF
819
Univest Financial
Pennsylvania
$4.93M -$36.8K -143 -0.7%
EWM
820
Elite Wealth Management
Washington
$4.93M -$140K -545 -3%
SF
821
Summit Financial
New Jersey
$4.91M +$2.7M +10,515 +123%
NP
822
NorthRock Partners
Minnesota
$4.89M -$104K -404 -2%
CIG
823
Cullen Investment Group
Louisiana
$4.88M -$261K -1,017 -5%
PGFC
824
Peapack-Gladstone Financial Corp
New Jersey
$4.88M -$73K -284 -1%
SWM
825
Sendero Wealth Management
Texas
$4.87M +$1.87M +7,286 +63%