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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 %
LAM
1276
Lewis Asset Management
California
$1.67M -$14.7K -57 -0.9%
GWSG
1277
GPS Wealth Strategies Group
Colorado
$1.67M -$44.7K -174 -3%
IIM
1278
InTrack Investment Management
Vermont
$1.67M +$342K +1,332 +26%
LWA
1279
Lineweaver Wealth Advisors
Ohio
$1.66M +$189K +736 +13%
TSW
1280
Three Seasons Wealth
Utah
$1.65M -$176K -684 -10%
SIMG
1281
Sonora Investment Management Group
Arizona
$1.65M
AA
1282
Axiom Advisory
California
$1.65M +$1.65M +6,176 New
IAS
1283
IMA Advisory Services
Colorado
$1.65M +$37K +144 +2%
KMWM
1284
Keudell/Morrison Wealth Management
Oregon
$1.65M +$18.5K +72 +1%
PL
1285
Plancorp LLC
Missouri
$1.65M -$7.97K -31 -0.5%
JPWM
1286
Jamison Private Wealth Management
Georgia
$1.64M +$32.7K +127 +2%
IWA
1287
Invera Wealth Advisors
Oregon
$1.64M -$53.5K -213 -3%
CBT
1288
Central Bank & Trust
Kentucky
$1.64M +$658K +2,561 +67%
EWA
1289
EverSource Wealth Advisors
Alabama
$1.63M +$106K +411 +7%
SG
1290
StoneX Group
New York
$1.63M +$198K +770 +14%
RPC
1291
Rossmore Private Capital
Connecticut
$1.62M +$9.51K +37 +0.6%
QWM
1292
Quadcap Wealth Management
Texas
$1.62M +$43.7K +170 +3%
BTWM
1293
Baker Tilly Wealth Management
Wisconsin
$1.62M -$2.97M -11,541 -65%
FCB
1294
First County Bank
Connecticut
$1.62M -$105K -407 -6%
PBT
1295
Pictet Bank & Trust
Bahamas
$1.61M +$64.3K +250 +4%
PI
1296
PFG Investments
New York
$1.61M -$1.82M -7,063 -53%
OP
1297
ORG Partners
Indiana
$1.61M +$1.55M +6,068 +2,673%
CT
1298
Coastline Trust
Rhode Island
$1.61M -$1.07M -4,151 -40%
RCG
1299
Regatta Capital Group
California
$1.61M +$91.8K +357 +6%
CP
1300
Canopy Partners
Ohio
$1.6M -$14.1K -55 -0.9%