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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 %
SIM
1976
SSI Investment Management
California
$389K
RIS
1977
Retirement Income Solutions
Michigan
$388K
STA
1978
Smith Thornton Advisors
Alabama
$386K +$386K +1,503 New
MAG
1979
M3 Advisory Group
Massachusetts
$386K +$194K +754 +101%
ZDA
1980
Zweig-DiMenna Associates
New York
$386K -$7.83M -30,450 -95%
MPCA
1981
Madison Park Capital Advisors
Washington
$386K -$11.3K -44 -3%
AAP
1982
Aristotle Atlantic Partners
Florida
$386K
HA
1983
Harbor Advisors
Florida
$386K +$386K +1,500 New
WP
1984
WMS Partners
Maryland
$385K +$46K +179 +14%
WOC
1985
West Oak Capital
California
$384K
CFO
1986
CVA Family Office
Colorado
$381K +$14.9K +58 +4%
DC
1987
Diametric Capital
Massachusetts
$381K +$381K +1,482 New
NPA
1988
Nichols & Pratt Advisers
Massachusetts
$381K
ACP
1989
Aveo Capital Partners
Colorado
$380K -$61.2K -238 -14%
GD
1990
Grandfield & Dodd
New York
$378K
CCA
1991
Cobblestone Capital Advisors
New York
$378K
WTA
1992
Washington Trust Advisors
Massachusetts
$376K -$75.8K -295 -17%
SWA
1993
SOA Wealth Advisors
New York
$376K -$117K -456 -24%
PAG
1994
Paladin Advisory Group
Iowa
$375K
SFPG
1995
Stonebridge Financial Planning Group
Florida
$375K -$28.8K -112 -7%
BOS
1996
Bank of Stockton
California
$373K +$138K +538 +59%
SPC
1997
Spirepoint Private Client
Florida
$373K +$78.7K +306 +27%
SMA
1998
Seven Mile Advisory
New Jersey
$372K +$9K +35 +2%
FF
1999
Farrell Financial
New York
$371K +$20.6K +80 +6%
OWM
2000
OneAscent Wealth Management
Alabama
$371K +$27K +105 +8%