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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 %
HIM
1476
Hillsdale Investment Management
Ontario, Canada
$1.11M +$206K +800 +23%
FPAS
1477
Focus Partners Advisor Solutions
Missouri
$1.11M -$1.18M -4,585 -52%
JE
1478
JMAC Enterprises
Pennsylvania
$1.11M +$36K +140 +3%
CAG
1479
Csenge Advisory Group
Florida
$1.1M +$135K +524 +14%
SSWG
1480
Seven Springs Wealth Group
Tennessee
$1.09M -$771 -3 -0.1%
CPW
1481
Cove Private Wealth
New York
$1.09M
DCM
1482
Dudley Capital Management
Virginia
$1.09M -$52.7K -205 -5%
IAIM
1483
International Assets Investment Management
Florida
$1.09M -$284K -1,104 -21%
SIM
1484
Sentry Investment Management
Wisconsin
$1.09M -$317K -1,233 -23%
GCP
1485
GSA Capital Partners
United Kingdom
$1.09M +$1.09M +4,219 New
BOM
1486
Bank of Marin
California
$1.08M -$33.9K -132 -3%
KW
1487
KWB Wealth
California
$1.08M -$19.6K -65 -2%
EFG
1488
Embree Financial Group
Illinois
$1.08M -$28.5K -111 -3%
FMC
1489
First Merchants Corp
Indiana
$1.08M +$231K +898 +27%
LWP
1490
LMG Wealth Partners
Louisiana
$1.08M +$130K +504 +14%
HSA
1491
Hussman Strategic Advisors
Maryland
$1.08M +$540K +2,100 +100%
MFP
1492
Meridian Financial Partners
Virginia
$1.07M +$85.6K +346 +9%
PP
1493
PDS Planning
Ohio
$1.07M -$36.5K -142 -3%
MA
1494
MONECO Advisors
Connecticut
$1.07M +$383K +1,490 +56%
CIA
1495
Choate Investment Advisors
Massachusetts
$1.06M -$36.5K -142 -3%
LGA
1496
Lebenthal Global Advisors
New York
$1.06M +$41.1K +160 +4%
V
1497
ViaWealth
Kansas
$1.06M +$219K +850 +26%
BOH
1498
Bank of Hawaii
Hawaii
$1.06M -$18K -70 -2%
DI
1499
Diligent Investors
California
$1.06M +$11.6K +45 +1%
HTC
1500
Haverford Trust Company
Pennsylvania
$1.06M +$153K +594 +17%