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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 %
SFCL
1301
Strengthening Families & Communities LLC
Massachusetts
$1.6M +$196K +763 +14%
PVI
1302
Pine Valley Investments
New Jersey
$1.59M -$52.4K -204 -3%
UW
1303
Unique Wealth
Florida
$1.59M +$650K +2,528 +69%
CPIA
1304
Cornell Pochily Investment Advisors
New York
$1.59M +$173K +671 +12%
CWP
1305
Concord Wealth Partners
Virginia
$1.58M -$154K -600 -9%
BFPW
1306
BOK Financial Private Wealth
Colorado
$1.58M +$6.17K +24 +0.4%
RAM
1307
Redmond Asset Management
Virginia
$1.58M -$119K -463 -7%
CFG
1308
Cooper Financial Group
California
$1.58M -$102K -398 -6%
SP
1309
Stablepoint Partners
Massachusetts
$1.58M -$192K -743 -11%
TCPG
1310
Trivant Custom Portfolio Group
California
$1.57M -$1.06M -4,129 -40%
GCM
1311
Geneva Capital Management
Wisconsin
$1.57M -$392K -1,523 -20%
PTP
1312
Platform Technology Partners
New York
$1.57M +$1.57M +6,102 New
VIM
1313
VELA Investment Management
Ohio
$1.56M +$218K +846 +16%
SMH
1314
Sanders Morris Harris
Texas
$1.56M
OHIS
1315
Oak Harvest Investment Services
Texas
$1.55M -$96.1K -374 -6%
GXJ
1316
Global X Japan
Japan
$1.55M +$1.55M +6,034 New
EWM
1317
Empirical Wealth Management
Washington
$1.55M +$130K +504 +9%
SWMG
1318
Signature Wealth Management Group
Georgia
$1.55M +$422K +1,643 +38%
AFAS
1319
Acorn Financial Advisory Services
Virginia
$1.55M +$1.03K +4 +0.1%
SSA
1320
Schonfeld Strategic Advisors
New York
$1.54M -$49.1M -190,807 -97%
RAM
1321
Ramirez Asset Management
New York
$1.54M +$23.7K +92 +2%
SSI
1322
Scott & Selber Inc
Texas
$1.53M +$24.9K +97 +2%
RMC
1323
Resources Management Corp
Connecticut
$1.53M +$83.1K +323 +6%
GC
1324
Gilbert & Cook
Iowa
$1.52M -$155K -603 -9%
SRL
1325
Scientech Research LLC
New Jersey
$1.52M +$784K +3,048 +106%