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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 %
VCM
1801
Virtue Capital Management
Tennessee
$526K -$59.8K -234 -10%
SL
1802
SFM LLC
New Hampshire
$526K +$11.8K +46 +2%
PWMAG
1803
Pinnacle Wealth Management Advisory Group
New Jersey
$525K -$247K -960 -32%
BTW
1804
Boston Trust Walden
Massachusetts
$524K -$6.17K -24 -1%
RIA
1805
Regal Investment Advisors
Michigan
$522K -$19.8K -77 -4%
JSW
1806
Journey Strategic Wealth
New Jersey
$522K +$341K +1,326 +188%
RH
1807
RFG Holdings
Texas
$522K +$230K +893 +79%
NFA
1808
Northern Financial Advisors
Michigan
$520K -$1.54K -6 -0.3%
CA
1809
Crewe Advisors
Utah
$519K +$7.46K +29 +1%
PWS
1810
Peterson Wealth Services
Utah
$518K +$8.23K +32 +2%
VC
1811
Vicus Capital
Pennsylvania
$518K +$42.9K +167 +9%
BC
1812
Brio Consultants
California
$516K -$83.3K -324 -14%
JIC
1813
Joel Isaacson & Co
New York
$515K +$14.4K +56 +3%
AIMC
1814
Alley Investment Management Company
Illinois
$515K -$15.4K -60 -3%
CC
1815
Callan Capital
California
$515K -$56.6K -220 -10%
PP
1816
Pegasus Partners
Wisconsin
$515K +$172K +668 +50%
HNB
1817
Hilltop National Bank
Wyoming
$515K +$257 +1 +0%
NFA
1818
Northwest Financial Advisors
Virginia
$515K -$41.1K -160 -7%
CP
1819
Covenant Partners
Tennessee
$514K
MUAMU
1820
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$514K -$2.83M -11,000 -85%
ISWM
1821
Independent Solutions Wealth Management
New York
$513K -$1.43M -5,555 -74%
CWM
1822
Connecticut Wealth Management
Connecticut
$512K +$19K +74 +4%
GC
1823
Gratus Capital
Georgia
$512K +$173K +672 +51%
PCM
1824
Pointe Capital Management
Michigan
$511K +$1.03K +4 +0.2%
EWA
1825
Encompass Wealth Advisors
Oregon
$507K +$12.6K +49 +3%