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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 %
ZIG
1751
Zullo Investment Group
Pennsylvania
$589K +$36.5K +142 +7%
WA
1752
WBH Advisory
Maryland
$588K -$1.29K -5 -0.2%
AT
1753
Avalon Trust
New Mexico
$586K
GI
1754
GAMCO Investors
Connecticut
$584K -$750K -2,917 -56%
FAFN
1755
First Affirmative Financial Network
Colorado
$584K +$106K +412 +22%
RPWA
1756
Regent Peak Wealth Advisors
Georgia
$583K -$3.6K -14 -0.6%
IWA
1757
IVC Wealth Advisors
Pennsylvania
$583K +$5.4K +21 +0.9%
BFC
1758
Blue Fin Capital
Rhode Island
$580K -$31.9K -124 -5%
LJAC
1759
L.J. Altfest & Co
New York
$580K -$341K -1,325 -37%
VAM
1760
Vienna Asset Management
California
$578K +$41.7K +162 +8%
AWM
1761
Accel Wealth Management
Iowa
$577K +$99.5K +387 +21%
1CP
1762
17 Capital Partners
Arizona
$576K -$181K -704 -24%
CCA
1763
Childress Capital Advisors
Texas
$576K -$29.1K -113 -5%
IWM
1764
Iams Wealth Management
Nebraska
$576K +$576K +2,239 New
PCG
1765
Prosperity Consulting Group
Maryland
$575K +$61.4K +239 +12%
NWA
1766
New World Advisors
Massachusetts
$574K -$2.06K -8 -0.4%
CA
1767
Crumly & Associates
Illinois
$574K +$9.51K +37 +2%
HFM
1768
Hartford Funds Management
Pennsylvania
$574K +$10.3K +40 +2%
SGI
1769
Summit Global Investments
Utah
$574K +$233K +905 +68%
LCGC
1770
Legacy Capital Group California
California
$572K +$572K +2,224 New
DPIM
1771
Duff & Phelps Investment Management
Illinois
$572K -$2.31M -8,993 -80%
CIAS
1772
Capital Investment Advisory Services
North Carolina
$571K +$5.91K +23 +1%
IA
1773
IFG Advisory
Georgia
$569K +$569K +2,211 New
HL
1774
HeadInvest LLC
Maine
$568K -$56.6K -220 -9%
AWM
1775
Accurate Wealth Management
Florida
$567K +$211K +835 +59%