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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 %
USCWA
1226
U.S. Capital Wealth Advisors
Texas
$1.83M +$24.2K +94 +1%
PWM
1227
Power Wealth Management
Georgia
$1.83M +$79.4K +309 +5%
IB
1228
Intrust Bank
Kansas
$1.83M -$95.4K -371 -5%
VWM
1229
Venturi Wealth Management
Texas
$1.82M +$370K +1,440 +26%
OIS
1230
Okabena Investment Services
Minnesota
$1.81M -$386K -1,503 -18%
GI
1231
GAMMA Investing
California
$1.81M +$612K +2,382 +51%
NGA
1232
Naples Global Advisors
Florida
$1.81M +$1.12M +4,375 +165%
CHAM
1233
Clear Harbor Asset Management
Connecticut
$1.81M +$138K +536 +8%
RSWM
1234
Robertson Stephens Wealth Management
California
$1.8M +$42.2K +164 +2%
RC
1235
RV Capital
Switzerland
$1.8M +$1.8M +7,000 New
DAM
1236
Doheny Asset Management
California
$1.8M +$1.8M +6,998 New
BWAM
1237
Boyd Watterson Asset Management
Ohio
$1.8M -$107K -418 -6%
CCG
1238
Cypress Capital Group
Florida
$1.79M -$12.9K -50 -0.7%
GI
1239
GS Investments
Minnesota
$1.79M -$5.91K -23 -0.3%
EWM
1240
Elmwood Wealth Management
California
$1.78M -$10.3K -40 -0.6%
KAS
1241
KPP Advisory Services
Kentucky
$1.78M +$125K +487 +8%
WIM
1242
Waverton Investment Management
United Kingdom
$1.78M -$634K -2,465 -26%
BM
1243
Brandywine Managers
Delaware
$1.78M
CWAG
1244
Compton Wealth Advisory Group
Virginia
$1.78M +$41.7K +162 +2%
PJSIMP
1245
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.78M +$3.86K +15 +0.2%
C
1246
Certuity
Florida
$1.78M +$122K +474 +7%
1W
1247
1776 Wealth
Georgia
$1.76M +$55.5K +216 +3%
OWMIAS
1248
One Wealth Management Investment & Advisory Services
Florida
$1.76M +$29.3K +114 +2%
WPW
1249
Waldron Private Wealth
Pennsylvania
$1.76M +$8.74K +34 +0.5%
NG
1250
Northstar Group
New York
$1.76M