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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 %
GLAM
1451
Gardner Lewis Asset Management
Pennsylvania
$1.18M
GDP
1452
Great Diamond Partners
Maine
$1.18M -$37.3K -145 -3%
BC
1453
Bowman & Company
Wisconsin
$1.18M +$103K +402 +10%
CMI
1454
Clare Market Investments
Texas
$1.18M -$195K -760 -14%
PPWM
1455
Paragon Private Wealth Management
Kentucky
$1.17M +$159K +620 +16%
AFO
1456
Arrowroot Family Office
California
$1.17M +$47.6K +185 +4%
DL
1457
DOHJ LLC
Washington
$1.16M +$898K +3,494 +338%
QWP
1458
Quotient Wealth Partners
Texas
$1.16M -$71.5K -278 -6%
EWA
1459
Etesian Wealth Advisors
Oregon
$1.15M -$12.9K -50 -1%
PFWA
1460
Paces Ferry Wealth Advisors
Georgia
$1.15M -$23.1K -90 -2%
HH
1461
Hilltop Holdings
Texas
$1.14M -$77.6K -302 -6%
NJIM
1462
Nabity-Jensen Investment Management
Nebraska
$1.14M -$9.26K -36 -0.8%
FC
1463
Fairscale Capital
New Hampshire
$1.13M +$1.13M +4,421 New
AP
1464
Adero Partners
California
$1.13M +$14.9K +58 +1%
HWM
1465
Hohimer Wealth Management
Washington
$1.13M +$1.13M +4,387 New
MG
1466
Mather Group
Illinois
$1.13M +$590K +1,958 +110%
EFG
1467
Everhart Financial Group
Ohio
$1.12M -$771 -3 -0.1%
BA
1468
Birinyi Associates
Connecticut
$1.12M -$439K -1,707 -28%
NAMNJ
1469
NorthStar Asset Management (New Jersey)
New Jersey
$1.12M +$17K +66 +2%
AM
1470
AGF Management
Ontario, Canada
$1.12M +$1.12M +4,339 New
MAM
1471
MWA Asset Management
Massachusetts
$1.11M -$27K -105 -2%
ESB
1472
Essex Savings Bank
Connecticut
$1.11M -$40.1K -156 -3%
VFPI
1473
Vantage Financial Partners (Illinois)
Illinois
$1.11M -$12.9K -50 -1%
OWG
1474
Oxford Wealth Group
Florida
$1.11M +$413K +1,605 +59%
S
1475
ShariaPortfolio
Florida
$1.11M +$158K +616 +17%