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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 %
DBG
876
De Burlo Group
Massachusetts
$4.22M -$1.21M -4,720 -22%
DJYG
877
David J. Yvars Group
Florida
$4.21M -$43.2K -168 -1%
MFG
878
Merit Financial Group
Georgia
$4.2M +$137K +532 +3%
PAM
879
Pegasus Asset Management
New York
$4.19M +$39.6K +154 +1%
I
880
INVST
Indiana
$4.18M +$373K +1,455 +10%
WPP
881
Whalerock Point Partners
Rhode Island
$4.18M +$15.4K +60 +0.4%
ZB
882
Zions Bancorporation
Utah
$4.17M -$641K -2,493 -13%
CNBT
883
Canandaigua National Bank & Trust
New York
$4.16M -$222K -863 -5%
AG
884
AlTi Global
New York
$4.15M +$891K +3,465 +27%
AAM
885
Azzad Asset Management
Virginia
$4.15M +$28.3K +110 +0.7%
MAS
886
Meeder Advisory Services
Ohio
$4.14M +$1.12M +4,362 +37%
LW
887
Linscomb Wealth
Texas
$4.13M +$39.6K +154 +1%
FRA
888
Frank Rimerman Advisors
California
$4.09M +$3.72M +14,450 +1,001%
ATPW
889
Ashton Thomas Private Wealth
Arizona
$4.09M +$749K +2,912 +22%
EFM
890
E Fund Management
China
$4.07M +$142K +551 +4%
PCM
891
Prelude Capital Management
New York
$4.07M +$892K +3,471 +28%
BOSSRA
892
B.O.S.S. Retirement Advisors
Utah
$4.05M +$1.49M +5,790 +58%
VAS
893
Vestmark Advisory Solutions
Massachusetts
$4.04M +$33.4K +130 +0.8%
IIA
894
IPG Investment Advisors
California
$4.03M +$1.07M +4,158 +36%
WPC
895
Wedmont Private Capital
Pennsylvania
$4.03M -$7.62K -30 -0.2%
CAL
896
Capital Analysts LLC
Pennsylvania
$4.03M +$393K +1,530 +11%
SAI
897
Systematic Alpha Investments
New Jersey
$4.02M
RWM
898
RBA Wealth Management
California
$4.01M +$3.83M +14,912 +2,174%
SC
899
Sepio Capital
Utah
$4.01M -$7.2K -28 -0.2%
VIA
900
Vickerman Investment Advisors
Washington
$4.01M +$54.2K +211 +1%