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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 %
MG
2076
Meritage Group
California
$320K -$22.1M -86,094 -99%
CAGAS
2077
Capital Advisory Group Advisory Services
Minnesota
$319K
HB
2078
HTLF Bank
Colorado
$319K +$7.97K +31 +3%
HWA
2079
HCR Wealth Advisors
California
$318K +$15.2K +59 +5%
SWA
2080
Strata Wealth Advisors
Texas
$318K -$100K -390 -24%
WG
2081
Wealth Group
North Carolina
$318K +$2.57K +10 +0.8%
WJA
2082
Willis Johnson & Associates
Texas
$318K +$76.8K +299 +32%
APW
2083
Aurora Private Wealth
New Jersey
$316K +$316K +1,230 New
PBK
2084
Peoples Bank (Kansas)
Kansas
$315K +$266K +1,035 +545%
IA
2085
Insight Advisors
Pennsylvania
$314K -$252K -982 -45%
CIS
2086
Custom Index Systems
New York
$314K -$307K -1,194 -49%
OWA
2087
Opal Wealth Advisors
New York
$312K +$50.6K +197 +19%
GCA
2088
Guardian Capital Advisors
Ontario, Canada
$311K -$455K -1,800 -59%
PGWM
2089
Parisi Gray Wealth Management
New Jersey
$310K +$32.9K +128 +12%
JF
2090
JSF Financial
California
$310K
GCA
2091
Gradient Capital Advisors
California
$309K +$1.54K +6 +0.5%
WA
2092
Wealth Architects
California
$308K -$6.68K -26 -2%
WAM
2093
WNY Asset Management
New York
$308K -$75.3K -293 -20%
KIG
2094
Kennedy Investment Group
New Jersey
$307K -$20.6K -80 -6%
FCG
2095
Fielder Capital Group
Tennessee
$307K +$29.8K +116 +11%
FFA
2096
Fi3 Financial Advisors
Indiana
$307K -$102K -396 -25%
FA
2097
Fiduciary Alliance
South Carolina
$307K +$307K +1,198 New
PAG
2098
Private Advisory Group
Washington
$306K -$124K -483 -29%
SG
2099
Somerset Group
Minnesota
$305K -$4.63K -18 -1%
FFA
2100
Florida Financial Advisors
Florida
$305K -$1.79K -7 -0.6%