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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 %
JWBC
1076
J.W. Burns & Co
New York
$2.51M +$239K +929 +11%
MHS
1077
M Holdings Securities
Oregon
$2.51M +$2.51M +9,770 New
ACM
1078
Advisors Capital Management
New Jersey
$2.51M +$1.41M +5,476 +128%
WRPWM
1079
Werba Rubin Papier Wealth Management
California
$2.5M +$998K +3,882 +66%
LPT
1080
Legacy Private Trust
Wisconsin
$2.5M +$192K +745 +8%
HG
1081
Herbst Group
Connecticut
$2.47M -$51.4K -200 -2%
MGIA
1082
Moneta Group Investment Advisors
Missouri
$2.47M +$277K +1,076 +13%
MWS
1083
Maxwell Wealth Strategies
California
$2.46M +$35.7K +139 +1%
COI
1084
Connable Office Inc
Michigan
$2.46M -$667K -2,596 -21%
Financial Engines Advisors
1085
Financial Engines Advisors
California
$2.46M -$59.7K -232 -2%
JF
1086
Jump Financial
Illinois
$2.45M -$1.09M -4,245 -31%
SI
1087
Scharf Investments
California
$2.44M +$831K +3,232 +52%
AFG
1088
Atomi Financial Group
New York
$2.42M +$386K +1,503 +19%
NF
1089
Nikulski Financial
Iowa
$2.41M +$188K +733 +8%
TFA
1090
Teamwork Financial Advisors
Texas
$2.41M +$974K +3,789 +68%
SCP
1091
Stamos Capital Partners
California
$2.39M +$1.14M +4,450 +92%
PPWP
1092
Premier Path Wealth Partners
New Jersey
$2.39M +$137K +534 +6%
BWG
1093
Boomfish Wealth Group
Georgia
$2.38M +$183K +711 +8%
FB
1094
Fulton Bank
Pennsylvania
$2.37M +$32.1K +125 +1%
GLR
1095
Great Lakes Retirement
Ohio
$2.37M +$225K +874 +10%
WG
1096
Winton Group
United Kingdom
$2.36M -$540K -2,102 -19%
AFS
1097
Aft Forsyth & Sober
Florida
$2.35M
CA
1098
CoreCap Advisors
Michigan
$2.35M +$201K +781 +9%
PTC
1099
Private Trust Company
Ohio
$2.35M -$377K -1,465 -14%
CPC
1100
Congress Park Capital
New York
$2.34M +$1.56M +6,080 +200%