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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 %
NW
1151
Naviter Wealth
Arkansas
$2.06M +$245K +951 +13%
BIG
1152
Brooklyn Investment Group
New York
$2.06M
CIA
1153
Cohen Investment Advisors
New Hampshire
$2.06M -$90.6K -447 -4%
CRI
1154
Colonial River Investments
Virginia
$2.06M +$1.76M +6,845 +592%
SACTSONJ
1155
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.06M
PCS
1156
Personal CFO Solutions
New Jersey
$2.05M -$53K -206 -3%
MYLI
1157
Meiji Yasuda Life Insurance
Japan
$2.05M -$8.11M -31,563 -80%
NL
1158
Navalign LLC
California
$2.04M +$73K +284 +4%
TPCW
1159
TD Private Client Wealth
New York
$2.04M -$774K -3,011 -28%
AWMT
1160
AAFMAA Wealth Management & Trust
North Carolina
$2.04M +$334K +1,301 +20%
SDIC
1161
South Dakota Investment Council
South Dakota
$2.04M -$2.31K -9 -0.1%
SFP
1162
Shepherd Financial Partners
Massachusetts
$2.04M +$4.89K +19 +0.2%
SIG
1163
Stonegate Investment Group
Alabama
$2.03M +$186K +722 +10%
LSA
1164
L & S Advisors
California
$2.03M -$2.73M -10,612 -57%
BSW
1165
Buckingham Strategic Wealth
Missouri
$2.03M +$316K +1,229 +18%
AAS
1166
Ameritas Advisory Services
Nebraska
$2.02M +$107K +417 +6%
FCA
1167
FinTrust Capital Advisors
South Carolina
$2.02M -$5.66K -22 -0.3%
AFG
1168
Albion Financial Group
Utah
$2.02M -$10.5K -41 -0.5%
FMB
1169
Field & Main Bank
Kentucky
$2.02M -$18.5K -72 -0.9%
MFS
1170
Mirabella Financial Services
United Kingdom
$2.01M -$5.14M -19,984 -72%
ACS
1171
Archford Capital Strategies
Illinois
$2.01M +$181K +703 +10%
PIM
1172
Penobscot Investment Management
Massachusetts
$2M -$3.6K -14 -0.2%
GA
1173
GraniteShares Advisors
New York
$1.99M +$362K +1,408 +22%
CFCI
1174
Comprehensive Financial Consultants Institutional
Indiana
$1.99M +$56K +218 +3%
AWP
1175
Ascent Wealth Partners
New York
$1.99M +$24.2K +94 +1%