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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 %
GKWIM
1776
Gerber Kawasaki Wealth & Investment Management
California
$565K +$47.6K +185 +9%
AIA
1777
Alera Investment Advisors
Illinois
$562K +$338K +1,315 +151%
MCP
1778
Mirador Capital Partners
California
$561K -$7.71K -30 -1%
MA
1779
Montag & Associates
Georgia
$559K -$1.1M -4,262 -66%
HCM
1780
Hengehold Capital Management
Ohio
$557K -$35.2K -137 -6%
BC
1781
Belmont Capital
California
$557K +$506K +1,969 +994%
SMC
1782
Smith, Moore & Co
Missouri
$555K +$69.4K +270 +14%
BFG
1783
Berger Financial Group
Minnesota
$553K +$115K +449 +26%
HBT
1784
Heartland Bank & Trust
Illinois
$551K -$1,000K -3,888 -64%
RFN
1785
Redwood Financial Network
Ohio
$551K -$5.14K -20 -0.9%
TCM
1786
Telos Capital Management
California
$550K -$25.7K -100 -4%
LTI
1787
Laffer Tengler Investments
Tennessee
$550K -$609K -2,367 -53%
MSA
1788
Marino Stram & Associates
Massachusetts
$549K +$74K +288 +16%
FPCP
1789
Fort Point Capital Partners
California
$549K -$247K -962 -31%
RIP
1790
RAM Investment Partners
Washington
$549K +$4.88K +19 +0.9%
JSL
1791
JT Stratford LLC
Georgia
$547K -$132K -512 -19%
AF
1792
Apollon Financial
South Carolina
$547K -$90.2K -351 -14%
GCM
1793
Gallacher Capital Management
Colorado
$546K +$546K +2,124 New
NIP
1794
Nicholas Investment Partners
California
$541K -$1.51M -5,857 -74%
RGC
1795
Roberts, Glore & Co
Illinois
$540K -$12.3K -48 -2%
WCFA
1796
Walkner Condon Financial Advisors
Wisconsin
$538K -$117K -455 -18%
SMFG
1797
Sumitomo Mitsui Financial Group
Japan
$538K -$582K -2,303 -52%
TWP
1798
Tyche Wealth Partners
Texas
$536K -$99K -385 -16%
PCP
1799
Proficio Capital Partners
Massachusetts
$531K -$43.2K -168 -8%
LAM
1800
Lingohr Asset Management
Germany
$529K