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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 %
BPFA
1876
Barnes Pettey Financial Advisors
Mississippi
$468K
ACH
1877
ArrowMark Colorado Holdings
Colorado
$467K
PA
1878
Perennial Advisors
New York
$467K
BFG
1879
Beacon Financial Group
Texas
$466K +$39.3K +153 +9%
CCM
1880
Chaney Capital Management
Washington
$466K +$4.63K +18 +1%
RWP
1881
Revolve Wealth Partners
New Jersey
$465K -$22.6K -88 -5%
SAM
1882
Strategy Asset Managers
California
$464K -$733K -3,471 -61%
FFC
1883
First Financial Corp
Indiana
$464K -$53.2K -207 -10%
RA
1884
Riversedge Advisors
Delaware
$462K -$14.4K -56 -3%
MBT
1885
Montecito Bank & Trust
California
$461K -$53.7K -209 -10%
RFP
1886
Root Financial Partners
California
$459K +$459K +1,784 New
APWM
1887
Argonautica Private Wealth Management
Massachusetts
$458K +$2.31K +9 +0.5%
SPWG
1888
Sage Private Wealth Group
Illinois
$458K +$84.8K +330 +23%
S
1889
Sunpointe
Missouri
$457K +$10.3K +40 +2%
CSA
1890
Cottage Street Advisors
Massachusetts
$457K +$257 +1 +0.1%
MSR
1891
Main Street Research
Connecticut
$456K -$26.4M -102,708 -98%
PSP
1892
Pacific Sage Partners
Washington
$456K +$6.43K +25 +1%
GA
1893
Geller Advisors
New York
$455K -$13.1K -51 -3%
T
1894
TOBAM
France
$455K
PB
1895
Pinnacle Bancorp
Nebraska
$454K
3IP
1896
3Chopt Investment Partners
Virginia
$454K +$454K +1,765 New
AWAP
1897
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$452K +$37.3K +145 +9%
WPC
1898
Waters Parkerson & Co
Louisiana
$452K +$67.4K +262 +18%
EL
1899
Essex LLC
Illinois
$451K -$60.4K -235 -12%
CNBTD
1900
Citizens National Bank Trust Department
Mississippi
$450K -$64.3K -250 -12%