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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 %
AT
1926
Arden Trust
Delaware
$424K -$1.54K -6 -0.4%
BFA
1927
Beacon Financial Advisory
Ohio
$424K +$85.9K +334 +25%
LIA
1928
LBMC Investment Advisors
Tennessee
$423K +$423K +1,646 New
FWCM
1929
Ferguson Wellman Capital Management
Oregon
$423K +$85.9K +334 +25%
CWA
1930
Clarity Wealth Advisors
California
$421K +$2.31K +9 +0.6%
VFG
1931
V2 Financial group
Illinois
$421K -$352K -1,362 -46%
GLA
1932
Good Life Advisors
Pennsylvania
$420K +$53.7K +209 +15%
AO
1933
Advisor OS
Illinois
$420K -$35.7K -139 -8%
VAG
1934
VisionPoint Advisory Group
Texas
$420K -$12.1K -47 -3%
GAM
1935
Gemmer Asset Management
California
$419K +$3.09K +12 +0.7%
MCI
1936
MRP Capital Investments
Georgia
$419K +$419K +1,629 New
WMA
1937
West Michigan Advisors
Michigan
$418K -$10K -39 -2%
FWM
1938
FFT Wealth Management
Pennsylvania
$418K -$56K -218 -12%
WFI
1939
West Family Investments
California
$416K -$113K -439 -21%
FA
1940
Fountainhead AM
New Jersey
$414K +$19.3K +75 +5%
LWM
1941
LJI Wealth Management
Indiana
$414K +$414K +1,611 New
BB
1942
Busey Bank
Illinois
$414K +$22.9K +89 +6%
WMWM
1943
Whitaker-Myers Wealth Managers
Ohio
$414K +$76.4K +297 +23%
AF
1944
Apexium Financial
Texas
$413K -$47.8K -186 -10%
RC
1945
Rovin Capital
Arizona
$413K -$240K -933 -37%
PNC
1946
Park National Corp
Ohio
$411K -$46.3K -180 -10%
TA
1947
TrueWealth Advisors
Alabama
$411K +$108K +419 +36%
JFA
1948
JNBA Financial Advisors
Minnesota
$411K
TC
1949
Trilogy Capital
California
$410K +$86.6K +337 +27%
DM
1950
Deerfield Management
New York
$409K +$409K +1,589 New