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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 %
WFA
2151
WMG Financial Advisors
Tennessee
$279K +$279K +1,084 New
NFG
2152
Nadler Financial Group
Illinois
$277K -$5.4K -21 -2%
SC
2153
Summa Corp
Texas
$276K
VCP
2154
Verus Capital Partners
Arizona
$275K -$185K -720 -40%
BFAG
2155
Blackston Financial Advisory Group
Florida
$275K +$275K +1,070 New
BSHC
2156
Breed's Hill Capital
Massachusetts
$274K
FA
2157
Fiducient Advisors
Illinois
$274K +$14.9K +58 +6%
RS
2158
Rakuten Securities
Japan
$274K +$155K +601 +130%
OC
2159
Oarsman Capital
Wisconsin
$273K +$12.1K +47 +5%
FWI
2160
Facet Wealth Inc
Maryland
$273K -$8.26K -32 -3%
TBWA
2161
Three Bridge Wealth Advisors
California
$271K
ONSWM
2162
Old North State Wealth Management
North Carolina
$271K +$71K +276 +35%
PCMC
2163
Private Capital Management (Colorado)
Colorado
$271K -$103K -402 -28%
BWG
2164
Balanced Wealth Group
Ohio
$271K
RWI
2165
Red Wave Investments
Pennsylvania
$271K +$2.31K +9 +0.9%
WDL
2166
Well Done LLC
Michigan
$270K -$95K -370 -26%
ZF
2167
Zega Financial
Florida
$270K +$270K +1,050 New
SWMP
2168
Signature Wealth Management Partners
New Jersey
$269K +$269K +1,047 New
MMM
2169
Mendel Money Management
Illinois
$269K +$27.3K +106 +11%
PTCG
2170
Pring Turner Capital Group
California
$269K +$83.3K +324 +45%
GCS
2171
Gordian Capital (Singapore)
Singapore
$268K -$74K -288 -22%
NRI
2172
NFP Retirement Inc
California
$268K -$4.11K -16 -2%
DIM
2173
DLK Investment Management
California
$267K +$267K +1,039 New
CWM
2174
Concentric Wealth Management
California
$267K +$267K +1,039 New
CPA
2175
Capital Planning Advisors
California
$267K -$52.2K -203 -16%