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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 %
B
1401
Birchbrook
Maine
$1.3M -$27.5K -107 -2%
BSG
1402
Black Swift Group
Colorado
$1.29M +$1.29M +5,030 New
BLC
1403
Brown, Lisle/Cummings
Rhode Island
$1.29M +$12.9K +50 +1%
FFO
1404
Fiduciary Family Office
Florida
$1.29M -$104K -406 -7%
TF
1405
TLWM Financial
Texas
$1.29M +$18.8K +73 +1%
QOP
1406
Quinn Opportunity Partners
Virginia
$1.29M +$1.29M +5,000 New
ICP
1407
Interchange Capital Partners
Pennsylvania
$1.28M +$620K +2,413 +93%
CWM
1408
Castle Wealth Management
Florida
$1.28M +$1.28M +4,980 New
NAS
1409
Nicolet Advisory Services
Wisconsin
$1.28M +$4.04K +16 +0.3%
TPI
1410
Trust Point Inc
Wisconsin
$1.28M -$116K -452 -8%
CCM
1411
Connective Capital Management
California
$1.28M +$1.28M +4,970 New
EI
1412
Ellevest Inc
New York
$1.28M +$54K +210 +4%
CCB
1413
Country Club Bank
Missouri
$1.27M +$25.3K +100 +2%
SIG
1414
Sargent Investment Group
Maryland
$1.27M +$5.4K +21 +0.4%
OAM
1415
Occidental Asset Management
California
$1.27M +$116K +453 +10%
CWM
1416
Chemistry Wealth Management
New York
$1.27M +$6.17K +24 +0.5%
CB
1417
Community Bank
New York
$1.27M +$1.05M +4,086 +487%
SFA
1418
Semmax Financial Advisors
North Carolina
$1.27M +$541K +2,123 +75%
RMAM
1419
Raab & Moskowitz Asset Management
New Jersey
$1.26M -$6.43K -25 -0.5%
HSA
1420
HBK Sorce Advisory
Pennsylvania
$1.26M -$94.4K -367 -7%
CFP
1421
Catalyst Financial Partners
Massachusetts
$1.25M +$10K +39 +0.8%
PWPS
1422
Pinnacle Wealth Planning Services
Ohio
$1.25M -$19K -74 -1%
TAM
1423
Trillium Asset Management
Massachusetts
$1.25M -$75.8K -295 -6%
OCM
1424
Orion Capital Management
California
$1.25M +$10K +39 +0.8%
NA
1425
Navellier & Associates
Nevada
$1.25M -$1.8K -7 -0.1%