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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 %
ACP
1251
Aviance Capital Partners
Florida
$1.74M -$66.1K -257 -4%
Koshinski Asset Management
1252
Koshinski Asset Management
Illinois
$1.73M -$247K -978 -12%
GWMIA
1253
Global Wealth Management Investment Advisory
Florida
$1.73M +$143K +557 +9%
HT
1254
Heritage Trust
Oklahoma
$1.73M +$49.4K +192 +3%
FMI
1255
F/M Investments
District of Columbia
$1.72M -$99.5K -387 -5%
LS
1256
Leelyn Smith
Illinois
$1.72M +$128K +496 +8%
GM
1257
Granger Management
New York
$1.71M +$517K +2,010 +43%
CFGS
1258
Concourse Financial Group Securities
Alabama
$1.71M +$211K +819 +14%
PAM
1259
Paradigm Asset Management
New York
$1.71M +$746K +2,900 +77%
NFG
1260
Nations Financial Group
Iowa
$1.71M +$50.7K +197 +3%
CIA
1261
Capital Investment Advisors
Georgia
$1.71M +$54.5K +212 +3%
LF
1262
LifePlan Financial
Minnesota
$1.71M -$61.4K -239 -3%
SAM
1263
Steinberg Asset Management
New York
$1.69M -$106K -411 -6%
FPF
1264
First Pacific Financial
Washington
$1.69M +$47.3K +184 +3%
AB
1265
Atlas Brown
Kentucky
$1.69M +$18.5K +72 +1%
SJIM
1266
St. Johns Investment Management
Florida
$1.68M +$184K +716 +12%
SC
1267
Saturna Capital
Washington
$1.68M +$50.6K +197 +3%
ATWA
1268
Arbor Trust Wealth Advisors
Michigan
$1.68M +$14.1K +55 +0.8%
ES
1269
Eagle Strategies
New York
$1.68M +$1.18M +4,591 +236%
KP
1270
Keel Point
Alabama
$1.68M +$254K +997 +18%
IP
1271
Interval Partners
New York
$1.68M -$7.58M -29,474 -82%
DAM
1272
Deltec Asset Management
New York
$1.67M +$450K +1,750 +37%
AP
1273
Americana Partners
Texas
$1.67M +$386K +1,502 +30%
GAM
1274
Grandview Asset Management
Pennsylvania
$1.67M -$69.4K -270 -4%
BWA
1275
Bordeaux Wealth Advisors
California
$1.67M +$611K +2,377 +58%