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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 %
CGA
2051
Crescent Grove Advisors
Illinois
$332K +$332K +1,292 New
KOC
2052
Koss-Olinger Consulting
Florida
$332K -$838K -3,263 -72%
SCM
2053
Schnieders Capital Management
California
$331K -$38.6K -150 -10%
FPGK
2054
Financial Partners Group (Kansas)
Kansas
$331K +$2.57K +10 +0.8%
FAT
2055
First American Trust
California
$330K +$25.5K +99 +8%
SAG
2056
Spotlight Asset Group
Illinois
$330K +$25.7K +100 +8%
HIIFS
2057
Harel Insurance Investments & Financial Services
Israel
$329K -$907K -3,561 -73%
MW
2058
MBL Wealth
North Carolina
$329K -$1.29K -5 -0.4%
LCWP
2059
Legacy Capital Wealth Partners
Arkansas
$327K +$327K +1,272 New
WDG
2060
Wealth Dimensions Group
Ohio
$327K +$4.37K +17 +1%
PAG
2061
Powers Advisory Group
Illinois
$327K -$8.23K -32 -2%
GI
2062
GLOBALT Investments
Georgia
$327K -$257 -1 -0.1%
SWM
2063
Scissortail Wealth Management
Oklahoma
$326K +$79.7K +310 +32%
OWM
2064
Opes Wealth Management
California
$326K -$9.51K -37 -3%
SCM
2065
Sitrin Capital Management
California
$325K
AWA
2066
Adapt Wealth Advisors
Georgia
$325K +$83.6K +325 +35%
FAG
2067
Fortitude Advisory Group
Washington
$324K -$525K -2,042 -62%
FOA
2068
Five Oceans Advisors
California
$324K +$16.7K +65 +5%
JCFM
2069
JBR Co Financial Management
Oklahoma
$322K +$3.86K +15 +1%
SFG
2070
Sovereign Financial Group
Connecticut
$322K +$26.7K +104 +9%
VCWA
2071
Vanguard Capital Wealth Advisors
Colorado
$322K +$322K +1,251 New
GFA
2072
Gallagher Fiduciary Advisors
Illinois
$321K +$16.2K +63 +5%
PCS
2073
Private Client Services
Kentucky
$320K +$320K +1,246 New
JCM
2074
Janney Capital Management
Pennsylvania
$320K -$327K -1,273 -51%
GMA
2075
Glassy Mountain Advisors
Maryland
$320K +$5.14K +20 +2%