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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 %
SC
826
Sawyer & Company
Massachusetts
$4.84M +$7.71K +30 +0.2%
MOS
827
MGO One Seven
Ohio
$4.84M +$1.72M +6,675 +55%
HAS
828
HBW Advisory Services
California
$4.8M -$370K -1,441 -7%
FHA
829
First Horizon Advisors
Tennessee
$4.79M -$30.6K -119 -0.6%
HWM
830
HB Wealth Management
Georgia
$4.79M -$9K -35 -0.2%
BCA
831
Bray Capital Advisors
Florida
$4.74M -$41.1K -160 -0.9%
DWM
832
Diversify Wealth Management
Utah
$4.74M +$4.74M +19,833 New
YIA
833
YHB Investment Advisors
Connecticut
$4.74M +$291K +1,132 +7%
WAOTB
834
Wealth Advisors of Tampa Bay
Florida
$4.72M +$39.9K +155 +0.9%
MYAM
835
Meiji Yasuda Asset Management
Japan
$4.72M +$498K +1,937 +12%
HBT
836
Hills Bank & Trust
Iowa
$4.72M +$501K +1,950 +12%
WIC
837
Woodmont Investment Counsel
Tennessee
$4.69M +$92.8K +361 +2%
LTAS
838
Linden Thomas Advisory Services
North Carolina
$4.69M -$963K -3,745 -17%
MWM
839
Mission Wealth Management
California
$4.68M -$994K -3,865 -18%
GC
840
Garde Capital
Washington
$4.68M -$256K -994 -5%
OAM
841
Ostrum Asset Management
France
$4.68M -$1.83M -7,123 -28%
S
842
SignatureFD
Georgia
$4.63M -$246K -957 -5%
GFA
843
Gifford Fong Associates
California
$4.63M
AF
844
Ally Financial
Michigan
$4.63M +$2.65M +10,320 +134%
BFW
845
Brady Family Wealth
Missouri
$4.62M +$211K +822 +5%
HCA
846
Harbour Capital Advisors
Virginia
$4.59M -$30.5K -119 -0.7%
RDWM
847
Red Door Wealth Management
Tennessee
$4.54M +$527K +2,048 +13%
HCA
848
Harbor Capital Advisors
Illinois
$4.52M +$229K +892 +5%
QPWM
849
Quadrant Private Wealth Management
Pennsylvania
$4.5M +$758K +2,950 +20%
OA
850
Oak Associates
Ohio
$4.49M -$197K -765 -4%