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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 %
WANY
1176
Wealthspire Advisors (New York)
New York
$1.98M +$37.3K +145 +2%
CFFP
1177
Center for Financial Planning
Michigan
$1.98M +$2.83K +11 +0.1%
DC
1178
DeDora Capital
California
$1.97M +$150K +582 +8%
LWL
1179
Leo Wealth LLC
Texas
$1.97M +$1.05M +4,086 +113%
UB
1180
Umpqua Bank
Oregon
$1.97M +$49.9K +194 +3%
CPA
1181
Cardiff Park Advisors
California
$1.97M +$5.66K +22 +0.3%
GS
1182
GTS Securities
New York
$1.97M -$19.8M -77,130 -91%
RB
1183
Renasant Bank
Mississippi
$1.96M -$32.4K -126 -2%
LHC
1184
Little House Capital
Massachusetts
$1.96M +$213K +830 +12%
GCM
1185
Graham Capital Management
Connecticut
$1.96M -$7.98M -31,024 -80%
HCCM
1186
Hudson Canyon Capital Management
New York
$1.95M -$130K -506 -6%
PCG
1187
PFC Capital Group
California
$1.95M +$14.1K +55 +0.7%
QCG
1188
Quadrant Capital Group
Ohio
$1.94M -$25.7K -100 -1%
KA
1189
Kovack Advisors
Florida
$1.93M -$959K -3,729 -33%
TW
1190
TrinityPoint Wealth
Connecticut
$1.93M -$120K -465 -6%
GMF
1191
Grace & Mercy Foundation
New York
$1.93M +$514K +2,000 +36%
HFM
1192
Harvest Fund Management
China
$1.93M -$477K -1,854 -20%
ISL
1193
Ingalls & Snyder LLC
New York
$1.93M -$223K -866 -10%
MRCM
1194
M&R Capital Management
New Jersey
$1.93M +$540K +2,099 +39%
BFS
1195
Bard Financial Services
Connecticut
$1.92M +$167K +650 +10%
WA
1196
WP Advisors
California
$1.92M -$11.6K -45 -0.6%
WI
1197
WrapManager Inc
California
$1.92M +$25.5K +99 +1%
BRG
1198
Bay Rivers Group
Virginia
$1.91M -$5.66K -22 -0.3%
KFS
1199
Kaizen Financial Strategies
California
$1.9M +$164K +636 +9%
BB
1200
Berkshire Bank
Massachusetts
$1.9M -$106K -411 -5%