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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 %
GWANC
1851
Guardian Wealth Advisors (North Carolina)
North Carolina
$485K +$1.29K +5 +0.3%
FWM
1852
Focused Wealth Management
New York
$484K +$233K +906 +93%
FC
1853
Fulcrum Capital
Washington
$484K
PP
1854
Patron Partners
Texas
$483K +$2.83K +11 +0.6%
BIA
1855
Bigelow Investment Advisors
Maine
$483K -$771 -3 -0.2%
BOPW
1856
Brandywine Oak Private Wealth
Pennsylvania
$482K
CPWM
1857
Cypress Point Wealth Management
Texas
$482K -$30.9K -120 -6%
AA
1858
Addison Advisors
Vermont
$482K +$8.74K +34 +2%
PA
1859
PSI Advisors
Florida
$482K +$204K +792 +73%
BBI
1860
Baxter Bros Inc
Connecticut
$481K -$26.3K -104 -5%
EA
1861
Everpar Advisors
Oklahoma
$481K +$96.9K +377 +25%
CC
1862
Copperleaf Capital
North Carolina
$480K -$3.86K -15 -0.8%
ACM
1863
Arcataur Capital Management
Wisconsin
$478K +$11.6K +45 +2%
BRIA
1864
Balanced Rock Investment Advisors
Massachusetts
$476K -$9K -35 -2%
BWG
1865
Berry Wealth Group
Texas
$475K +$46.3K +180 +11%
SC
1866
Saiph Capital
New Jersey
$475K +$18.3K +71 +4%
CIM
1867
Contravisory Investment Management
Massachusetts
$475K +$18.8K +73 +4%
AA
1868
Advisory Alpha
Michigan
$474K +$115K +448 +32%
LIM
1869
Leavell Investment Management
Alabama
$473K +$239K +930 +102%
TVAMP
1870
Tennessee Valley Asset Management Partners
Tennessee
$471K +$2.31K +9 +0.5%
LA
1871
LVW Advisors
New York
$469K -$1.8K -7 -0.4%
MTC
1872
McDaniel Terry & Co
Texas
$469K +$20.6K +80 +5%
SWP
1873
Semus Wealth Partners
Florida
$469K +$69.4K +270 +17%
AC
1874
ASB Consultores
Florida
$469K -$376K -1,464 -45%
TNA
1875
True North Advisors
Texas
$468K -$17.2K -67 -4%