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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 %
AGWCA
1951
Annis Gardner Whiting Capital Advisors
Florida
$408K -$38.6K -150 -9%
DA
1952
DCM Advisors
New York
$406K +$70.7K +275 +21%
BMC
1953
Beaton Management Company
Massachusetts
$405K +$11.3K +44 +3%
CPWA
1954
Cerro Pacific Wealth Advisors
California
$404K +$404K +1,573 New
OW
1955
Olistico Wealth
Oklahoma
$404K +$129K +502 +47%
SCG
1956
Sonata Capital Group
Washington
$403K
WIA
1957
Wetzel Investment Advisors
Indiana
$401K -$68.7K -228 -15%
LI
1958
LRI Investments
Florida
$399K +$399K +1,550 New
DWA
1959
Dougherty Wealth Advisers
Minnesota
$398K
WWP
1960
Waypoint Wealth Partners
California
$397K -$102K -396 -20%
NHC
1961
Nicholas Hoffman & Company
Georgia
$397K -$10.5K -41 -3%
TWM
1962
Tradition Wealth Management
Minnesota
$397K +$4.37K +17 +1%
MWM
1963
Mattern Wealth Management
Kansas
$396K +$44.2K +172 +13%
KFGK
1964
Keystone Financial Group (Kentucky)
Kentucky
$395K -$52.9K -206 -12%
WC
1965
Waterloo Capital
Texas
$394K +$118K +457 +42%
PFA
1966
Pathway Financial Advisors
Vermont
$394K -$5.91K -23 -1%
PWP
1967
Phillips Wealth Planners
Mississippi
$394K +$102K +403 +35%
FSA
1968
Fort Sheridan Advisors
Illinois
$393K -$23.1K -90 -6%
AWE
1969
Avidian Wealth Enterprises
Texas
$393K +$54.7K +213 +16%
SGAM
1970
Smith Group Asset Management
Texas
$393K -$20.6K -80 -5%
HHRDM
1971
H&H Retirement Design & Management
Nevada
$393K +$122K +482 +45%
RFO
1972
RiverGlades Family Offices
Florida
$392K
WA
1973
Waddell & Associates
Tennessee
$392K +$11.8K +46 +3%
GCP
1974
Garda Capital Partners
Minnesota
$392K +$392K +1,523 New
SAM
1975
Silvercrest Asset Management
New York
$390K