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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 %
ECM
2201
Elgethun Capital Management
South Dakota
$257K -$87.4K -340 -25%
AC
2202
Avory & Company
Florida
$257K -$58.6K -228 -19%
MMC
2203
Mizuho Markets Cayman
Cayman Islands
$255K -$231K -900 -48%
OHWA
2204
Oak Hill Wealth Advisors
Virginia
$255K +$255K +992 New
Kayne Anderson Rudnick Investment Management
2205
Kayne Anderson Rudnick Investment Management
California
$255K +$3.35K +13 +1%
FWM
2206
Forza Wealth Management
Florida
$254K +$16.5K +64 +7%
FG
2207
Foster Group
Iowa
$254K +$1.03K +4 +0.4%
BWA
2208
BlueChip Wealth Advisors
Georgia
$254K +$254K +986 New
AHL
2209
Abel Hall LLC
Louisiana
$253K -$4.11K -16 -2%
EP
2210
EPIQ Partners
Minnesota
$252K
PFG
2211
Prosperity Financial Group
California
$251K -$22.1K -86 -8%
BFS
2212
Burkett Financial Services
South Carolina
$251K -$12.6K -49 -5%
TSMHT
2213
Thurston Springer Miller Herd & Titak
Indiana
$251K +$251K +977 New
SWG
2214
Summit Wealth Group
Vermont
$251K +$2.83K +11 +1%
AAMA
2215
Advanced Asset Management Advisors
Ohio
$251K +$57.8K +225 +30%
PCM
2216
Princeton Capital Management
New Jersey
$250K -$57.9K -225 -19%
C
2217
Covestor
United Kingdom
$249K +$4.38K +17 +2%
RWA
2218
Redhawk Wealth Advisors
Minnesota
$248K -$44K -171 -15%
CIA
2219
Cladis Investment Advisory
Montana
$248K +$12.9K +50 +5%
ZIC
2220
ZWJ Investment Counsel
Georgia
$248K -$10.8K -42 -4%
CG
2221
Clifford Group
Massachusetts
$246K
DWM
2222
Destination Wealth Management
California
$246K +$41.9K +163 +21%
GSIS
2223
Global Strategic Investment Solutions
Arizona
$246K -$36.8K -143 -13%
SFP
2224
Sweet Financial Partners
Minnesota
$245K -$17.7K -69 -7%
IFPG
2225
Intrepid Financial Planning Group
Indiana
$245K +$1.29K +5 +0.5%