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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 %
OM
1026
OV Management
Minnesota
$2.76M +$26.2K +102 +1%
CWP
1027
Capital Wealth Planning
Florida
$2.76M +$80.2K +312 +3%
CCIA
1028
Campbell & Co Investment Adviser
Maryland
$2.76M +$2.31M +8,990 +513%
HWAM
1029
Hennion & Walsh Asset Management
New Jersey
$2.76M +$979K +3,809 +55%
HW
1030
Hancock Whitney
Mississippi
$2.76M -$69.7K -271 -2%
RC
1031
Roundview Capital
New Jersey
$2.75M -$357K -1,389 -11%
RA
1032
RFG Advisory
Alabama
$2.75M +$1.09M +4,255 +66%
EAM
1033
EFG Asset Management
Oregon
$2.74M -$108K -419 -4%
CBB
1034
Citizens Business Bank
California
$2.74M -$81K -315 -3%
SLI
1035
Sumitomo Life Insurance
Japan
$2.73M -$356K -1,385 -12%
PL
1036
Perpetual Ltd
Australia
$2.72M +$218K +847 +9%
IWM
1037
IHT Wealth Management
Illinois
$2.72M +$338K +1,316 +14%
RWA
1038
Roberts Wealth Advisors
California
$2.7M +$61.1K +242 +2%
NAG
1039
Northstar Advisory Group
New Jersey
$2.7M +$13.6K +53 +0.5%
MCCP
1040
Mission Creek Capital Partners
California
$2.69M +$353K +1,372 +15%
EWM
1041
Executive Wealth Management
Michigan
$2.69M -$63.8K -248 -2%
GGI
1042
GPM Growth Investors
Michigan
$2.68M +$2.68M +10,439 New
PWCM
1043
Processus Wealth & Capital Management
Tennessee
$2.68M -$9.26K -36 -0.3%
CHP
1044
Cable Hill Partners
Oregon
$2.67M -$24.9K -97 -0.9%
BMCM
1045
Bryn Mawr Capital Management
Pennsylvania
$2.67M -$63.5K -247 -2%
MSK
1046
Melissa S. Kampmann
$2.67M -$280K -1,091 -10%
DIM
1047
Delta Investment Management
California
$2.66M +$110K +429 +4%
AIP
1048
Ameritas Investment Partners
Nebraska
$2.63M -$78.2K -304 -3%
ALAM
1049
Asahi Life Asset Management
Japan
$2.63M -$1.01M -3,918 -28%
Two Sigma Investments
1050
Two Sigma Investments
New York
$2.63M +$2.63M +10,216 New