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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 %
SAG
1126
SageView Advisory Group
California
$2.17M +$1.38M +5,383 +176%
FFM
1127
Forum Financial Management
Illinois
$2.17M +$56.3K +219 +3%
FG
1128
Fiduciary Group
Georgia
$2.17M -$23.1K -90 -1%
RWB
1129
RMR Wealth Builders
New Jersey
$2.17M -$55.5K -216 -3%
VFA
1130
Voya Financial Advisors
Connecticut
$2.15M +$395K +1,563 +22%
LMKC
1131
L.M. Kohn & Company
Ohio
$2.15M -$92.8K -361 -4%
FGAM
1132
Financial Gravity Asset Management
Texas
$2.15M -$1.96M -7,621 -48%
PPC
1133
Park Place Capital
Alabama
$2.14M -$81.2K -316 -4%
CCM
1134
Chickasaw Capital Management
Tennessee
$2.13M -$27K -105 -1%
AFCM
1135
Applied Finance Capital Management
Puerto Rico
$2.13M +$2.13M +8,287 New
FWA
1136
FOCUS Wealth Advisors
Texas
$2.13M +$207K +804 +11%
OGF
1137
Orin Green Financial
California
$2.13M +$2.13M +8,270 New
ECG
1138
Edge Capital Group
Georgia
$2.12M +$40.6K +158 +2%
NB
1139
Nicolet Bankshares
Wisconsin
$2.12M -$73.3K -285 -3%
TWM
1140
Thrive Wealth Management
Pennsylvania
$2.12M -$117K -454 -5%
AL
1141
Aspiriant LLC
California
$2.11M -$588K -2,287 -22%
IA
1142
IFP Advisors
Florida
$2.1M +$510K +1,982 +32%
CNC
1143
Citizens & Northern Corp
Pennsylvania
$2.1M -$64.8K -252 -3%
COCM
1144
Charter Oak Capital Management
New Hampshire
$2.09M -$231K -897 -10%
WIA
1145
World Investment Advisors
California
$2.09M +$2.09M +8,122 New
CWA
1146
Core Wealth Advisors
Florida
$2.09M -$260K -1,011 -11%
CRIG
1147
Charter Research & Investment Group
Connecticut
$2.08M +$302K +1,175 +17%
BSB
1148
Bangor Savings Bank
Maine
$2.08M -$16.7K -65 -0.8%
SI
1149
Shaker Investments
Ohio
$2.08M -$7.71K -30 -0.4%
WMP
1150
Wealth Management Partners
Arizona
$2.07M +$33.9K +132 +2%