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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 %
ACM
1426
Ayrshire Capital Management
Connecticut
$1.25M +$75.1K +292 +6%
TFIPS
1427
Towarzystwo Funduszy Inwestycyjnych PZU SA
$1.24M +$129K +502 +12%
SIA
1428
Strategic Investment Advisors
Michigan
$1.24M -$41.4K -161 -3%
PWP
1429
Perfromance Wealth Partners
Illinois
$1.24M +$644K +2,505 +108%
WIM
1430
Westside Investment Management
California
$1.24M +$25.7K +100 +2%
AIC
1431
Argus Investors Counsel
New York
$1.23M +$263K +1,023 +27%
KCFA
1432
Key Client Fiduciary Advisors
New Jersey
$1.23M +$294K +1,143 +31%
AA
1433
Argent Advisors
Louisiana
$1.23M -$58.1K -226 -5%
TPWA
1434
Twin Peaks Wealth Advisors
California
$1.22M -$57.3K -223 -4%
FFN
1435
Focus Financial Network
Minnesota
$1.22M +$76.9K +306 +7%
AF
1436
Aldebaran Financial
$1.22M +$31.1K +121 +3%
AAM
1437
Ascension Asset Management
New York
$1.21M
BIM
1438
Bridges Investment Management
Nebraska
$1.21M +$879K +3,418 +264%
BO
1439
Bank OZK
Arkansas
$1.21M +$68.4K +266 +6%
MSFS
1440
Main Street Financial Solutions
Pennsylvania
$1.21M +$134K +522 +12%
XWM
1441
Xcel Wealth Management
Florida
$1.21M -$2.58M -10,047 -68%
WPWM
1442
Western Pacific Wealth Management
Illinois
$1.21M -$21.9K -85 -2%
VBCG
1443
Valley Brook Capital Group
Pennsylvania
$1.2M +$82.3K +320 +7%
MIP
1444
Marietta Investment Partners
Wisconsin
$1.19M +$149K +580 +14%
SSWM
1445
Smith Salley Wealth Management
North Carolina
$1.19M -$169K -657 -12%
WAG
1446
Wallace Advisory Group
California
$1.18M -$11.6K -45 -1%
FFG
1447
Fiduciary Financial Group
California
$1.18M +$1.18M +4,626 New
UWS
1448
Unique Wealth Strategies
Illinois
$1.18M
CWM
1449
Cornerstone Wealth Management
Missouri
$1.18M -$5.66K -22 -0.5%
FUBT
1450
First United Bank & Trust
Maryland
$1.18M +$11.6K +45 +1%