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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 %
NC
851
NewSquare Capital
Pennsylvania
$4.48M +$408K +1,588 +10%
BWM
852
BNC Wealth Management
Oregon
$4.47M +$694K +2,701 +18%
DWT
853
Dorsey & Whitney Trust
South Dakota
$4.44M -$583K -2,267 -12%
GA
854
Gateway Advisory
New Jersey
$4.4M +$137K +532 +3%
CP
855
CenterBook Partners
Connecticut
$4.38M +$912K +3,547 +26%
AAP
856
Ardsley Advisory Partners
Connecticut
$4.37M -$1.23M -4,800 -22%
SC
857
SouthState Corp
Florida
$4.37M -$101K -391 -2%
HCM
858
Hudson Capital Management
New Jersey
$4.37M +$562K +2,186 +15%
CWM
859
Cabot Wealth Management
Massachusetts
$4.35M -$81.2K -316 -2%
FFWA
860
FRG Family Wealth Advisors
Washington
$4.34M -$65.6K -275 -1%
PCM
861
Parsons Capital Management
Rhode Island
$4.34M -$443K -1,724 -9%
FIB
862
First Interstate Bank
Montana
$4.34M -$39.1K -152 -0.9%
SW
863
SVB Wealth
Massachusetts
$4.33M -$946K -3,681 -18%
DLCIG
864
D.L. Carlson Investment Group
New Hampshire
$4.33M -$945K -3,675 -18%
TCCM
865
Timber Creek Capital Management
Massachusetts
$4.31M +$97.7K +380 +2%
AWAU
866
Alliance Wealth Advisors (Utah)
Utah
$4.3M +$96.7K +376 +2%
KA
867
Kerrisdale Advisers
Florida
$4.28M +$949K +3,690 +28%
PSC
868
Prentiss Smith & Co
Vermont
$4.28M -$32.9K -128 -0.8%
KI
869
Keystone Investors
Singapore
$4.28M +$1.89M +7,355 +79%
NFC
870
Northeast Financial Consultants
Connecticut
$4.28M +$528K +2,055 +14%
FFA
871
Farther Finance Advisors
California
$4.28M +$1.52M +5,914 +55%
CWP
872
Cyndeo Wealth Partners
Florida
$4.27M -$332K -1,291 -7%
CCM
873
Coldstream Capital Management
Washington
$4.26M -$163K -633 -4%
CCM
874
Condor Capital Management
New Jersey
$4.25M -$20.6K -80 -0.5%
WWA
875
WCG Wealth Advisors
Nevada
$4.23M +$1.29M +5,020 +44%