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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 %
BCMLT
2026
Beacon Capital Management LLC (Tennessee)
Tennessee
$349K +$107K +418 +45%
FFA
2027
Fortune Financial Advisors
Kansas
$347K +$22.6K +88 +7%
EAM
2028
Evanson Asset Management
California
$346K -$46.3K -180 -12%
IP
2029
Ignite Planners
California
$345K +$44K +167 +15%
WKSWA
2030
White Knight Strategic Wealth Advisors
New Jersey
$345K +$31.4K +122 +10%
BFC
2031
Bedel Financial Consulting
Indiana
$345K +$29.1K +113 +9%
ATC
2032
Adirondack Trust Company
New York
$345K -$2.31K -9 -0.7%
SOS
2033
Silver Oak Securities
Tennessee
$345K -$26K -101 -7%
VCG
2034
Vantage Consulting Group
Virginia
$344K +$77.4K +301 +29%
RWPA
2035
Richard W. Paul & Associates
Michigan
$343K -$2.31K -9 -0.7%
DWS
2036
Dynamic Wealth Strategies
California
$342K +$3.08K +12 +0.9%
WBCM
2037
Wilson & Boucher Capital Management
California
$341K
FNBSF
2038
First National Bank Sioux Falls
South Dakota
$340K
SSWM
2039
Sheets Smith Wealth Management
North Carolina
$340K -$522K -2,030 -61%
HAM
2040
Harmony Asset Management
Arizona
$339K +$339K +1,320 New
LDB
2041
Lee, Danner & Bass
Tennessee
$338K +$338K +1,315 New
BBNA
2042
Bremer Bank National Association
Minnesota
$338K +$36.3K +141 +12%
BCP
2043
Berkeley Capital Partners
Georgia
$337K -$23.9K -93 -7%
NWWA
2044
New Wave Wealth Advisors
Arkansas
$336K +$336K +1,308 New
CCM
2045
Consolidated Capital Management
California
$335K -$7.71K -30 -2%
DA
2046
DSC Advisors
Illinois
$335K +$10K +39 +3%
KWM
2047
Kolinsky Wealth Management
New Jersey
$335K -$47.8K -186 -13%
SFC
2048
SYM Financial Corp
Indiana
$334K +$334K +1,301 New
AT
2049
Arvest Trust
Oklahoma
$334K -$39.6K -154 -11%
RFA
2050
Resurgent Financial Advisors
Georgia
$333K +$19K +74 +6%