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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 %
EI
1576
Ecofi Investissements
France
$875K +$875K +3,750 New
MTWM
1577
Masso Torrence Wealth Management
New Jersey
$874K +$40.6K +158 +5%
SP
1578
Symmetry Partners
Connecticut
$873K
AWM
1579
Angeles Wealth Management
California
$872K -$217K -845 -20%
TBC
1580
Ted Buchan & Co
California
$871K +$579K +2,251 +198%
ACP
1581
Arcus Capital Partners
Georgia
$871K +$871K +3,387 New
IIC
1582
Ironwood Investment Counsel
Arizona
$870K -$10.3K -40 -1%
MMG
1583
Monetary Management Group
Missouri
$865K -$174K -675 -17%
WJWM
1584
Williams Jones Wealth Management
New York
$858K -$214K -831 -20%
CCT
1585
Chemung Canal Trust
New York
$857K -$4.03M -15,671 -82%
ACI
1586
Alpha Cubed Investments
California
$853K -$6.17K -24 -0.7%
KHCM
1587
Kirtland Hills Capital Management
Ohio
$852K +$40.9K +159 +5%
FCA
1588
FLC Capital Advisors
California
$852K +$28.8K +112 +4%
SCA
1589
STALEY CAPITAL ADVISERS
Pennsylvania
$850K -$41.1K -160 -5%
1IA
1590
1834 Investment Advisors
Wisconsin
$848K +$343K +1,333 +68%
PSP
1591
Principal Street Partners
Tennessee
$839K +$23.1K +90 +3%
PA
1592
Prossimo Advisors
California
$838K +$377K +1,469 +82%
CWM
1593
Calamos Wealth Management
Illinois
$836K -$26K -101 -3%
BWM
1594
Baron Wealth Management
Michigan
$834K -$16.7K -65 -2%
BAM
1595
Belpointe Asset Management
Nevada
$831K -$336K -1,308 -29%
RI
1596
Rinkey Investments
California
$830K +$830K +3,227 New
CA
1597
Continuum Advisory
Idaho
$828K +$53.2K +207 +7%
CF
1598
Copperwynd Financial
Arizona
$827K +$155K +599 +23%
EFS
1599
Essex Financial Services
Connecticut
$825K +$116K +464 +16%
MLA
1600
My Legacy Advisors
Oregon
$823K +$87.7K +341 +12%