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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 %
MWM
2101
Modern Wealth Management
Kansas
$305K +$75.6K +294 +33%
MFA
2102
Morling Financial Advisors
California
$304K +$304K +1,182 New
YWM
2103
Yoder Wealth Management
California
$304K +$1.03K +4 +0.3%
MSA
2104
McAlister Sweet & Associates
Texas
$303K -$40.4K -157 -12%
ETCM
2105
Evolutionary Tree Capital Management
Virginia
$303K
JDR
2106
Jay D. Rosenbaum
$303K -$1.29K -5 -0.4%
EFA
2107
Evernest Financial Advisors
Indiana
$300K +$257 +1 +0.1%
ST
2108
Sabal Trust
Florida
$298K -$19.3K -75 -6%
VCM
2109
Versant Capital Management
Arizona
$297K +$100K +389 +51%
CAM
2110
Claret Asset Management
Quebec, Canada
$296K +$52.2K +203 +21%
HWA
2111
Heritage Wealth Advisors
Virginia
$296K
SCA
2112
Sandy Cove Advisors
Massachusetts
$296K +$13.9K +54 +5%
TCM
2113
Triumph Capital Management
Colorado
$296K +$296K +1,150 New
WAM
2114
Werlinich Asset Management
Connecticut
$295K +$11.4K +45 +4%
VF
2115
Vawter Financial
Ohio
$294K
JAG
2116
Journey Advisory Group
Kentucky
$293K -$123K -478 -30%
KCPG
2117
Kavar Capital Partners Group
Kansas
$293K -$9.77K -38 -3%
EFSCE
2118
Enterprise Financial Services Corp (EFSC)
Missouri
$292K -$31.6K -123 -10%
EW
2119
Element Wealth
Mississippi
$292K +$1.29K +5 +0.4%
MAWCM
2120
Mine & Arao Wealth Creation & Management
California
$292K
PCA
2121
Peddock Capital Advisors
Massachusetts
$292K -$771 -3 -0.3%
SIC
2122
Sigma Investment Counselors
Michigan
$291K +$6.43K +25 +2%
PMSA
2123
Patrick M. Sweeney & Associates
Illinois
$290K +$38.9K +152 +15%
EHC
2124
Everett Harris & Co
California
$290K +$70.7K +275 +32%
BIA
2125
Benchmark Investment Advisors
Illinois
$289K