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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 %
WF
1101
Welch & Forbes
Massachusetts
$2.34M +$89.4K +353 +4%
NSB
1102
Norway Savings Bank
Maine
$2.34M +$191K +743 +9%
BAM
1103
Beaumont Asset Management
Texas
$2.33M -$7.97K -31 -0.3%
WA
1104
Wealth Alliance
New York
$2.32M -$598K -2,325 -20%
RWP
1105
RWA Wealth Partners
Massachusetts
$2.32M -$2.73M -10,637 -54%
TSWM
1106
Triangle Securities Wealth Management
North Carolina
$2.32M +$11.1K +43 +0.5%
SWM
1107
Segment Wealth Management
Texas
$2.3M +$92.8K +361 +4%
PWP
1108
Principle Wealth Partners
Connecticut
$2.29M -$15.2K -59 -0.7%
FCP
1109
Fidelis Capital Partners
Florida
$2.29M +$76.8K +320 +3%
OHWP
1110
Oak Harbor Wealth Partners
North Carolina
$2.29M +$1.29K +5 +0.1%
IGAM
1111
iA Global Asset Management
Quebec, Canada
$2.28M -$13.4M -52,102 -85%
FAIM
1112
Financial Advocates Investment Management
Washington
$2.27M +$350K +1,360 +18%
TFGT
1113
TS Financial Group (TSFG)
Illinois
$2.25M +$1.79M +6,945 +387%
PCM
1114
Penserra Capital Management
California
$2.24M -$1.33M -5,179 -37%
ANTB
1115
AMG National Trust Bank
Colorado
$2.23M +$47K +183 +2%
EWM
1116
EPG Wealth Management
Georgia
$2.22M -$2.49M -8,264 Closed
PWM
1117
Peterson Wealth Management
Nevada
$2.21M +$555K +2,158 +33%
AC
1118
Avestar Capital
New York
$2.21M +$457K +1,776 +26%
MCM
1119
MV Capital Management
Maryland
$2.2M +$23.4K +91 +1%
CIC
1120
Cornercap Investment Counsel
Georgia
$2.2M -$45.8K -178 -2%
MTIC
1121
Missouri Trust & Investment Company
Missouri
$2.19M -$18K -70 -0.8%
PH
1122
Pinnacle Holdings
Oklahoma
$2.19M -$37.3K -145 -2%
BB
1123
Bell Bank
North Dakota
$2.18M +$203K +788 +10%
HCM
1124
Harvey Capital Management
Florida
$2.18M -$25.7K -100 -1%
NIWA
1125
New Insight Wealth Advisors
California
$2.18M -$37.5K -146 -2%