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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 %
DOA
1826
D'Orazio & Associates
Virginia
$507K +$1.03K +4 +0.2%
RIM
1827
Redwood Investment Management
Arizona
$505K -$1.14M -4,685 -69%
WPC
1828
White Pine Capital
Minnesota
$505K +$11.1K +43 +2%
EL
1829
EWA LLC
Pennsylvania
$504K +$3.59K +14 +0.7%
SFG
1830
Synergy Financial Group
California
$503K +$1.54K +6 +0.3%
VCA
1831
Verdence Capital Advisors
Maryland
$503K +$9K +35 +2%
FA
1832
FF Advisors
California
$503K
AFP
1833
Ausdal Financial Partners
Iowa
$502K -$71.7K -279 -12%
RZH
1834
Relyea Zuckerberg Hanson
Connecticut
$502K +$4.63K +18 +0.9%
C
1835
CEDRUS
Colorado
$499K +$14.1K +55 +3%
VF
1836
Vest Financial
Virginia
$499K +$36K +140 +8%
CA
1837
Carson Advisory
Georgia
$498K +$241K +936 +93%
IIC
1838
Integrated Investment Consultants
Michigan
$498K
TC
1839
Truvestments Capital
Florida
$495K -$1.8K -7 -0.4%
SFI
1840
SPC Financial Inc
Maryland
$495K +$117K +456 +31%
IGGA
1841
Iron Gate Global Advisors
Utah
$494K -$1.03K -4 -0.2%
TA
1842
TFB Advisors
Kansas
$494K +$163K +633 +49%
WSC
1843
Wellington Shields & Co
New York
$493K +$193K +750 +64%
TW
1844
Traveka Wealth
California
$493K -$2.06K -8 -0.4%
SCI
1845
Silver Coast Investments
United States
$492K +$492K +1,915 New
BGA
1846
Battery Global Advisors
Massachusetts
$492K
JWM
1847
Jeppson Wealth Management
California
$490K +$77.9K +303 +19%
NF
1848
Nvest Financial
New Hampshire
$490K +$490K +1,905 New
WAG
1849
Winthrop Advisory Group
Massachusetts
$488K -$14.1K -55 -3%
IF
1850
Intrua Financial
Texas
$485K -$134K -520 -22%