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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 %
CPW
1701
Catalyst Private Wealth
California
$649K +$137K +532 +27%
BFWM
1702
Bright Futures Wealth Management
New York
$648K +$179K +735 +38%
AIMA
1703
Ables Iannone Moore & Associates
Georgia
$646K -$5.14K -20 -0.8%
SB
1704
Sunflower Bank
Texas
$646K -$15.2K -59 -2%
CWS
1705
Confluence Wealth Services
Pennsylvania
$646K +$105K +408 +19%
GEM
1706
Global Endowment Management
North Carolina
$645K -$134K -521 -17%
DI
1707
DAGCO Inc
Ohio
$645K +$645K +2,507 New
BW
1708
Bison Wealth
Georgia
$645K
VM
1709
Venator Management
Pennsylvania
$643K +$643K +2,500 New
SC
1710
Solstein Capital
California
$639K
HWMO
1711
Heritage Wealth Management (Ohio)
Ohio
$638K +$638K +2,423 New
UCB
1712
United Community Bank
South Carolina
$635K +$293K +1,141 +86%
GC
1713
GFG Capital
Florida
$635K -$16.2K -63 -2%
PWM
1714
Prentice Wealth Management
New York
$635K +$13.6K +53 +2%
KCIC
1715
Kuhn & Co Investment Counsel
Illinois
$634K -$3.6K -14 -0.6%
FFO
1716
Fortitude Family Office
Arizona
$633K +$24.7K +96 +4%
WCA
1717
Westover Capital Advisors
Delaware
$633K +$406K +1,581 +179%
VNA
1718
Valley National Advisers
Pennsylvania
$629K -$89.3K -348 -12%
BCP
1719
Blackhawk Capital Partners
Wisconsin
$626K -$1.64M -6,363 -72%
NL
1720
NVWM LLC
Pennsylvania
$626K -$2.21M -8,945 -78%
CSB
1721
City State Bank
Iowa
$626K +$348K +1,354 +125%
SWM
1722
Salvus Wealth Management
New Jersey
$624K +$13.6K +53 +2%
MI
1723
Motiv8 Investments
Florida
$624K -$5.92K -23 -0.9%
PA
1724
PFG Advisors
Arizona
$621K +$190K +740 +44%
GF
1725
Gabelli Funds
New York
$618K +$65.6K +255 +12%