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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 %
CCM
951
Canal Capital Management
Virginia
$3.36M +$98.7K +384 +3%
GGHC
952
Gilder Gagnon Howe & Co
New York
$3.35M -$3.16M -12,287 -49%
FM
953
Family Management
New York
$3.34M +$3.34M +13,002 New
LIM
954
Lingotto Investment Management
United Kingdom
$3.34M +$3.34M +13,000 New
CCP
955
Clarity Capital Partners
California
$3.34M +$321K +1,249 +11%
GJWM
956
Gilliland Jeter Wealth Management
Arkansas
$3.33M -$11.8K -46 -0.4%
NFSG
957
Newbridge Financial Services Group
Florida
$3.33M +$2.02M +7,863 +155%
CC
958
Courier Capital
New York
$3.33M +$54.5K +212 +2%
SC
959
Savoie Capital
Illinois
$3.32M
WAS
960
Winch Advisory Services
Wisconsin
$3.31M +$84.1K +327 +3%
IA
961
Icon Advisers
Colorado
$3.31M
HIP
962
Harrell Investment Partners
Texas
$3.3M +$57.6K +224 +2%
RWM
963
Ritholtz Wealth Management
New York
$3.3M -$8.23K -32 -0.2%
IBOK
964
Independence Bank of Kentucky
Kentucky
$3.27M +$16.7K +65 +0.5%
LWANC
965
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.25M -$88.7K -345 -3%
PIMJS
966
PKO Investment Management Joint-Stock
Poland
$3.24M +$771K +3,000 +31%
CF
967
Centaurus Financial
California
$3.2M +$608K +2,365 +23%
CA
968
CGN Advisors
Kansas
$3.2M +$52.2K +203 +2%
HIA
969
Harbor Investment Advisory
Maryland
$3.2M -$61K -554 -2%
DWP
970
Destiny Wealth Partners
Florida
$3.18M +$3.18M +12,369 New
SCM
971
Soros Capital Management
New York
$3.17M -$14.8M -57,457 -82%
DWM
972
Dynasty Wealth Management
Florida
$3.17M +$237K +920 +8%
AMCA
973
Arthur M. Cohen & Associates
Illinois
$3.16M +$113K +438 +4%
RI
974
Redwood Investments
Massachusetts
$3.16M -$194K -880 -6%
CGIM
975
Capital Group Investment Management
Singapore
$3.14M -$3.3M -12,831 -51%