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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 %
AWM
1651
Avitas Wealth Management
California
$734K -$39.3K -153 -5%
MCCA
1652
Mill Creek Capital Advisors
Pennsylvania
$730K +$61.7K +240 +9%
SCI
1653
S&CO Inc
Massachusetts
$729K -$33.9K -132 -4%
CIG
1654
Cascade Investment Group
Colorado
$722K -$28.3K -110 -4%
KWMG
1655
King Wealth Management Group
Florida
$720K +$548K +2,132 +318%
EAM
1656
Exane Asset Management
France
$717K +$717K +2,790 New
EWM
1657
Evermay Wealth Management
Virginia
$714K +$231K +900 +48%
AIA
1658
Angeles Investment Advisors
California
$713K +$54.2K +211 +8%
MC
1659
Mathes Company
New York
$701K -$25.7K -100 -4%
ACGA
1660
Atlanta Consulting Group Advisors
Georgia
$698K -$129K -500 -16%
SGA
1661
Seaport Global Advisors
Massachusetts
$698K
HNW
1662
High Note Wealth
Minnesota
$697K +$12.3K +48 +2%
MSWM
1663
McGlone Suttner Wealth Management
Wisconsin
$696K -$55.5K -211 -7%
AA
1664
Alta Advisers
United Kingdom
$694K
OCM
1665
Osterweis Capital Management
California
$693K -$25.7K -100 -4%
OFS
1666
OneAscent Financial Services
Alabama
$691K +$55.3K +215 +9%
BWA
1667
Blodgett Wealth Advisors
California
$691K -$52.7K -205 -7%
APW
1668
Austin Private Wealth
Texas
$691K -$26.7K -104 -4%
PCM
1669
Poehling Capital Management
Wisconsin
$689K +$689K +2,681 New
CAM
1670
Carret Asset Management
New York
$689K +$1.29K +5 +0.2%
SAI
1671
Savvy Advisors Inc
New York
$685K +$329K +1,278 +92%
VA
1672
Valmark Advisers
Ohio
$683K -$181K -703 -21%
FWP
1673
FAS Wealth Partners
Kansas
$681K +$77.1K +300 +13%
Fayez Sarofim & Co
1674
Fayez Sarofim & Co
Texas
$680K -$69.7K -271 -9%
DW30
1675
Drucker Wealth 3.0
New Jersey
$679K +$679K +2,642 New