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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 %
MC
1001
Machina Capital
France
$2.96M +$2.96M +11,514 New
P
1002
&Partners
Tennessee
$2.95M +$1.84M +7,153 +165%
LSAG
1003
Lake Street Advisors Group
New Hampshire
$2.95M +$76.1K +296 +3%
KTM
1004
Keeler Thomas Management
Utah
$2.94M +$1.32M +5,131 +81%
ACM
1005
Aljian Capital Management
Nevada
$2.94M +$25.2K +98 +0.9%
CPBTD
1006
Central Pacific Bank - Trust Division
Hawaii
$2.93M -$899K -3,498 -23%
OFS
1007
OMC Financial Services
New York
$2.92M +$5.4K +21 +0.2%
WIS
1008
Wright Investors Service
Connecticut
$2.92M +$1.32M +5,139 +83%
BHIA
1009
Birch Hill Investment Advisors
Massachusetts
$2.92M -$9.77K -38 -0.3%
EBT
1010
Enterprise Bank & Trust
Massachusetts
$2.9M -$1.8K -7 -0.1%
IAN
1011
Integrated Advisors Network
Texas
$2.9M -$431K -1,677 -13%
TAM
1012
Trust Asset Management
Texas
$2.88M
WI
1013
Wintrust Investments
Illinois
$2.88M +$286K +1,112 +11%
LSPW
1014
Lake Street Private Wealth
Illinois
$2.83M +$247K +962 +10%
RVPG
1015
Relative Value Partners Group
$2.83M +$2.13M +8,280 +302%
IAS
1016
Insigneo Advisory Services
Florida
$2.83M +$2.27M +9,485 +403%
DWA
1017
Douglass Winthrop Advisors
New York
$2.83M -$169K -656 -6%
SA
1018
Strategic Advocates
Utah
$2.81M +$222K +863 +9%
ETC
1019
Exchange Traded Concepts
Oklahoma
$2.81M -$6.94M -27,012 -71%
WWM
1020
Western Wealth Management
Colorado
$2.79M +$198K +771 +8%
WA
1021
Waverly Advisors
Alabama
$2.79M +$306K +1,189 +12%
IWA
1022
Icon Wealth Advisors
Texas
$2.79M -$2.8M -10,814 -50%
PDL
1023
Portfolio Design Labs
California
$2.79M +$501K +1,950 +22%
QI
1024
Qtron Investments
Massachusetts
$2.78M -$239K -931 -8%
CFSG
1025
Community Financial Services Group
Vermont
$2.76M +$179K +698 +7%