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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 %
OBWG
2226
Onyx Bridge Wealth Group
New York
$244K +$5.4K +21 +2%
UOTTAIMCU
2227
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$244K +$27.8K +108 +13%
LWM
2228
Liberty Wealth Management
California
$244K +$221K +8,066 +979%
GAMC
2229
Garner Asset Management Corp
Texas
$243K
CIC
2230
Carnegie Investment Counsel
Ohio
$243K -$607K -2,359 -71%
AA
2231
Aire Advisors
California
$242K +$12.6K +49 +5%
AM
2232
Account Management
Massachusetts
$242K -$7.71K -30 -3%
MPCL
2233
My Personal CFO LLC
Washington
$241K +$23.1K +90 +11%
LCM
2234
Lattice Capital Management
Washington
$241K +$241K +938 New
SWA
2235
Sax Wealth Advisors
New Jersey
$241K +$41.7K +162 +21%
MAM
2236
McLean Asset Management
Virginia
$241K +$9.6K +38 +4%
MAM
2237
MMA Asset Management
Pennsylvania
$240K -$5.14K -20 -2%
CWP
2238
Curated Wealth Partners
California
$240K +$240K +935 New
MA
2239
MJP Associates
Connecticut
$240K -$5.4K -21 -2%
HWP
2240
Heritage Wealth Partners
Ohio
$240K +$240K +933 New
HCP
2241
Hexagon Capital Partners
Arkansas
$239K +$33.2K +129 +16%
EC
2242
EdgeRock Capital
Colorado
$239K +$239K +929 New
AI
2243
Accredited Investors
Minnesota
$239K +$239K +929 New
MBI
2244
May Barnhard Investments
Maryland
$239K
CWA
2245
Consilio Wealth Advisors
Washington
$237K -$10.8K -42 -4%
CCMW
2246
Cypress Capital Management (Wyoming)
Wyoming
$237K -$51.4K -200 -18%
DBRC
2247
D.B. Root & Company
Pennsylvania
$236K +$58.6K +228 +33%
JWM
2248
JGP Wealth Management
Oregon
$236K +$771 +3 +0.3%
LCM
2249
LRT Capital Management
Texas
$236K +$236K +918 New
VHAM
2250
Van Hulzen Asset Management
California
$236K -$2.68M -10,428 -92%