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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 %
NBT
1351
Northwest Bank & Trust
Iowa
$1.43M -$68.9K -268 -5%
DC
1352
Davenport & Co
Virginia
$1.43M +$194K +755 +16%
LAI
1353
Legal Advantage Investments
California
$1.43M -$6.43K -25 -0.4%
HA
1354
Harfst & Associates
Wyoming
$1.42M +$52.2K +203 +4%
AC
1355
AlphaCore Capital
California
$1.42M +$323K +1,257 +29%
CI
1356
CX Institutional
Indiana
$1.42M -$9.51K -37 -0.7%
PMG
1357
ProVise Management Group
Florida
$1.42M +$14.4K +56 +1%
SP
1358
Stonebrook Private
Michigan
$1.41M +$261K +1,017 +23%
ATS
1359
Ashton Thomas Securities
New York
$1.41M +$1.41M +5,595 New
DP
1360
Dearborn Partners
Illinois
$1.41M
DA
1361
Dover Advisors
Virginia
$1.41M +$592K +2,301 +72%
SS
1362
Sunbelt Securities
Texas
$1.41M -$398K -1,547 -22%
OPW
1363
Oxler Private Wealth
New York
$1.4M +$1.29K +5 +0.1%
AWA
1364
Aaron Wealth Advisors
Illinois
$1.4M -$215K -837 -13%
AWA
1365
Alta Wealth Advisors
Massachusetts
$1.4M
GPA
1366
Guerra Pan Advisors
New Jersey
$1.4M +$251K +975 +22%
BI
1367
Ballast Inc
Kentucky
$1.39M +$79.7K +310 +6%
WEG
1368
World Equity Group
Illinois
$1.39M +$90K +350 +7%
SCA
1369
St. Clair Advisors
Ohio
$1.39M +$783K +3,047 +130%
FMTC
1370
Farmers & Merchants Trust Company
California
$1.38M +$84.6K +329 +7%
IIM
1371
Ironwood Investment Management
Massachusetts
$1.38M
SC
1372
Syon Capital
California
$1.38M +$1.8K +7 +0.1%
APP
1373
Avantax Planning Partners
Iowa
$1.36M -$22.6K -88 -2%
FZCM
1374
Flynn Zito Capital Management
New York
$1.36M -$943K -3,668 -41%
MLL
1375
Moody Lynn & Lieberson
Massachusetts
$1.36M -$3.52M -13,708 -72%