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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 %
WWM
1601
Wolff Wiese Magana
California
$821K +$129K +503 +19%
CH
1602
Cromwell Holdings
Wyoming
$820K +$820K +3,188 New
SYBT
1603
Stock Yards Bank & Trust
Kentucky
$815K -$12.9K -50 -2%
BWP
1604
BSW Wealth Partners
Colorado
$815K -$10.5K -41 -1%
MW
1605
Maia Wealth
Colorado
$814K +$814K +3,220 New
FB
1606
First Bancorp
Maine
$813K -$18.5K -72 -2%
AC
1607
Allstate Corporation
Illinois
$813K -$62K -241 -7%
VWA
1608
Visionary Wealth Advisors
Illinois
$811K -$12.3K -48 -1%
CMANY
1609
Capital Management Associates (New York)
New York
$810K
HI
1610
Harbour Investments
Wisconsin
$809K -$2.83K -11 -0.3%
CF
1611
Cyr Financial
Illinois
$807K +$807K +3,140 New
RMDI
1612
R.M. Davis Inc
Maine
$802K -$6.43K -25 -0.8%
SIA
1613
Soltis Investment Advisors
Utah
$801K -$5.23M -20,326 -87%
RGI
1614
River Global Investors
United Kingdom
$799K -$1.23M -4,777 -61%
SQA
1615
Simon Quick Advisors
New Jersey
$798K -$295K -1,148 -27%
MCWA
1616
Meadow Creek Wealth Advisors
Georgia
$796K -$32.1K -125 -4%
LFG
1617
Larson Financial Group
Missouri
$792K +$530K +2,063 +203%
KLCM
1618
KG&L Capital Management
Louisiana
$792K +$402K +1,563 +103%
AWM
1619
Aviso Wealth Management
Washington
$791K +$77.7K +302 +11%
QC
1620
Quent Capital
New York
$789K -$2.31K -9 -0.3%
PFBT
1621
Parkside Financial Bank & Trust
Missouri
$788K -$24.4K -95 -3%
BCM
1622
BluePath Capital Management
Georgia
$788K +$197K +766 +33%
MAM
1623
Milestone Asset Management
Pennsylvania
$788K -$78.7K -306 -9%
VEA
1624
Virtus ETF Advisers
New York
$785K +$81.2K +316 +12%
CC
1625
Centiva Capital
New York
$783K -$620K -2,413 -44%