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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 %
SWM
1051
Sculati Wealth Management
Michigan
$2.62M +$13.6K +53 +0.5%
KLWA
1052
Kelly Lawrence W & Associates
California
$2.62M +$81K +315 +3%
JWCA
1053
J.W. Cole Advisors
Florida
$2.61M -$32.4K -126 -1%
WAP
1054
Wealthcare Advisory Partners
Pennsylvania
$2.6M +$862K +3,354 +50%
PWM
1055
Pinnacle Wealth Management
California
$2.59M +$93.8K +365 +4%
WP
1056
WealthShield Partners
North Carolina
$2.58M +$263K +1,024 +11%
BTI
1057
Blue Trust Inc
Georgia
$2.57M +$471K +1,564 +22%
CTC
1058
Cetera Trust Company
Minnesota
$2.57M -$234K -910 -8%
MNBTD
1059
Moody National Bank Trust Division
Texas
$2.57M +$133K +518 +5%
MS
1060
Mizuho Securities
Japan
$2.57M +$2.48M +9,630 +2,603%
AGAM
1061
Audent Global Asset Management
California
$2.57M +$2.57M +10,000 New
VCM
1062
Verde Capital Management
Michigan
$2.56M +$547K +2,126 +27%
CWI
1063
Conscious Wealth Investments
Florida
$2.56M +$20.7K +81 +0.8%
GL
1064
Graypoint LLC
New York
$2.56M -$321K -1,249 -11%
IFWM
1065
Institute for Wealth Management
Colorado
$2.56M +$241K +939 +10%
BWM
1066
BigSur Wealth Management
Florida
$2.55M +$167K +650 +7%
SVWAG
1067
Sound View Wealth Advisors Group
Georgia
$2.55M +$134K +523 +6%
CGL
1068
Clarius Group LLC
Washington
$2.55M -$90.5K -352 -3%
1WA
1069
180 Wealth Advisors
Washington
$2.54M -$354K -1,411 -12%
TIA
1070
Tiemann Investment Advisors
California
$2.54M -$80.5K -313 -3%
BCM
1071
Boltwood Capital Management
California
$2.54M -$43.5K -169 -2%
AFC
1072
AFT Forsyth & Company
Florida
$2.53M +$169K +658 +7%
MAM
1073
Maytree Asset Management
Hong Kong
$2.53M +$2.53M +9,850 New
CI
1074
Cigna Investments
Connecticut
$2.53M -$36.8K -143 -1%
DWM
1075
Dakota Wealth Management
Florida
$2.53M -$4.44M -17,253 -64%