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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 %
NCM
1726
Next Capital Management
New York
$617K +$285K +1,109 +86%
CIM
1727
CIM Investment Management
Pennsylvania
$617K -$6.94K -27 -1%
MCA
1728
Magnolia Capital Advisors
Mississippi
$615K -$394K -1,532 -39%
CWG
1729
Cornerstone Wealth Group
North Carolina
$615K -$2.87M -11,162 -82%
SC
1730
Sierra Capital
Florida
$614K
MMPW
1731
Mitchell McLeod Pugh & Williams
Alabama
$612K +$48.6K +189 +9%
OFS
1732
Orrstown Financial Services
Pennsylvania
$612K +$45K +175 +8%
AF
1733
Advisornet Financial
Minnesota
$611K -$18.8K -73 -3%
HIC
1734
Holderness Investments Company
North Carolina
$610K +$111K +430 +22%
AFM
1735
Abbot Financial Management
Massachusetts
$609K
WFAG
1736
Worth Financial Advisory Group
North Carolina
$607K +$155K +601 +34%
SIM
1737
Studio Investment Management
Illinois
$607K +$3.09K +12 +0.5%
PHIC
1738
Pine Haven Investment Counsel
Massachusetts
$606K +$19.8K +77 +3%
CCG
1739
Catalina Capital Group
California
$605K -$20.6K -80 -3%
SCP
1740
Sivia Capital Partners
California
$605K -$43.5K -169 -7%
TCPW
1741
Twin City Private Wealth
North Carolina
$604K +$243K +945 +67%
OFG
1742
Oxford Financial Group
Indiana
$602K +$282K +1,095 +88%
TWM
1743
Trueblood Wealth Management
Ohio
$598K +$24.2K +94 +4%
IRC
1744
Investors Research Corp
Georgia
$596K +$25.7K +100 +5%
6F
1745
626 Financial
Michigan
$595K +$257 +1 +0%
LWM
1746
Laidlaw Wealth Management
New York
$594K +$27.3K +106 +5%
BBW
1747
Blue Barn Wealth
Utah
$592K +$24.4K +95 +4%
AWM
1748
Aprio Wealth Management
Georgia
$592K +$9.77K +38 +2%
CRWM
1749
Castle Rock Wealth Management
California
$592K -$1.79K -7 -0.3%
PA
1750
Parkside Advisors
California
$591K