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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 %
TPW
926
Transatlantique Private Wealth
New York
$3.65M +$79.6K +313 +2%
BHWM
927
Bar Harbor Wealth Management
New Hampshire
$3.65M +$27K +105 +0.7%
DAS
928
Diversify Advisory Services
Utah
$3.65M -$1.74M -6,883 -32%
KHLMTHM
929
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$3.64M
MA
930
Modus Advisors
Minnesota
$3.61M +$374K +1,455 +12%
GRP
931
Global Retirement Partners
California
$3.61M +$1.35M +5,235 +60%
KIA
932
KCM Investment Advisors
California
$3.6M -$373K -1,450 -9%
SAM
933
Synergy Asset Management
Washington
$3.6M +$746K +2,902 +26%
SF
934
Symphony Financial
Texas
$3.59M +$918K +3,621 +34%
DT
935
Diversified Trust
Tennessee
$3.54M +$924K +3,594 +35%
WR
936
WD Rutherford
Oregon
$3.52M -$90.5K -352 -3%
WBC
937
Westpac Banking Corp
Australia
$3.51M +$1.34M +5,215 +62%
LGF
938
LGT Group Foundation
Liechtenstein
$3.51M +$373K +1,450 +12%
IHG
939
Insight Holdings Group
New York
$3.5M -$23M -89,370 -87%
MA
940
Mutual Advisors
Nebraska
$3.5M +$745K +2,882 +27%
BCM
941
Bridgeway Capital Management
Texas
$3.5M -$5.99M -23,300 -63%
APM
942
a16z Perennial Management
California
$3.48M
FTWA
943
Fifth Third Wealth Advisors
Ohio
$3.47M +$2.18M +8,493 +170%
P
944
Pitcairn
Pennsylvania
$3.45M -$660K -2,568 -16%
TCA
945
Transcend Capital Advisors
New Jersey
$3.44M -$28K -109 -0.8%
SC
946
Savant Capital
Illinois
$3.44M -$943K -3,668 -22%
GBT
947
Grove Bank & Trust
Florida
$3.42M +$97.2K +378 +3%
CM
948
CastleKnight Management
New York
$3.39M +$3.39M +13,200 New
WCM
949
Wunderlich Capital Managemnt
Tennessee
$3.39M +$91.8K +357 +3%
DCM
950
Davidson Capital Management
Texas
$3.38M +$1.31M +5,079 +63%