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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 %
FAM
2126
Forte Asset Management
New York
$289K
FCM
2127
Fourpath Capital Management
Oklahoma
$289K +$39.6K +154 +16%
CFS
2128
CRA Financial Services
New Jersey
$288K +$63.5K +247 +28%
AGC
2129
Aspen Grove Capital
Colorado
$288K +$11.6K +45 +4%
APA
2130
Astoria Portfolio Advisors
New York
$287K +$28.5K +111 +11%
PWAM
2131
Pinnacle West Asset Management
Wyoming
$287K +$2.57K +10 +0.9%
TCWA
2132
Turtle Creek Wealth Advisors
Texas
$287K +$46K +179 +19%
KFC
2133
Klingenstein Fields & Co
New York
$286K
CFO
2134
Collective Family Office
Pennsylvania
$286K -$26.2K -102 -8%
FMII
2135
Farmers & Merchants Investments Inc
Nebraska
$286K -$1.8K -7 -0.6%
JWM
2136
Janiczek Wealth Management
Colorado
$284K -$46.3K -180 -14%
DFG
2137
Delta Financial Group
New Jersey
$284K -$64.3K -250 -18%
GA
2138
GSG Advisors
New Jersey
$283K -$1.54K -6 -0.5%
MWA
2139
Muirfield Wealth Advisors
North Carolina
$283K +$17.5K +68 +7%
MCM
2140
Mengis Capital Management
Oregon
$283K
VC
2141
Veracity Capital
Georgia
$282K -$68.9K -268 -20%
MFWP
2142
Mosaic Family Wealth Partners
Missouri
$282K +$13.6K +53 +5%
TWP
2143
Tempus Wealth Planning
California
$282K +$40.9K +159 +17%
NIM
2144
Northeast Investment Management
Massachusetts
$281K +$13.6K +53 +5%
FL
2145
Fort LP
Maryland
$281K +$66.6K +259 +31%
BEI
2146
Benjamin Edwards Inc
Missouri
$281K -$17.5K -68 -6%
CH
2147
Canton Hathaway
Rhode Island
$280K
SFG
2148
SevenBridge Financial Group
Pennsylvania
$280K +$1.67K +7 +0.6%
CT
2149
Colonial Trust
South Carolina
$279K +$70.2K +273 +34%
ITIM
2150
Indiana Trust & Investment Management
Indiana
$279K -$37.3K -145 -12%