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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 %
1WM
2251
1858 Wealth Management
Ohio
$236K -$38.1K -148 -14%
FRA
2252
Front Row Advisors
California
$236K +$4.89K +19 +2%
AAP
2253
Arax Advisory Partners
Colorado
$235K +$125K +487 +114%
4WM
2254
49 Wealth Management
Texas
$234K +$21.8K +85 +10%
MAG
2255
MRA Advisory Group
New Jersey
$232K
D
2256
Diversified
Delaware
$232K +$58.6K +228 +34%
NEI
2257
Northwest & Ethical Investments
Ontario, Canada
$232K +$232K +903 New
MP
2258
McDonald Partners
Ohio
$232K -$5.92K -23 -2%
CAS
2259
Coppell Advisory Solutions
Texas
$232K +$232K +901 New
AFM
2260
Armstrong Fleming & Moore
District of Columbia
$231K -$89.7K -349 -28%
PCMH
2261
Polymer Capital Management (HK)
Hong Kong
$231K +$231K +900 New
MS
2262
Maven Securities
Jersey
$231K -$699K -2,719 -75%
LF
2263
Lantz Financial
Illinois
$231K -$83K -323 -26%
SICM
2264
Sustainable Insight Capital Management
New York
$231K +$51.4K +200 +29%
ERWM
2265
Elk River Wealth Management
Colorado
$231K -$10.3K -40 -4%
AA
2266
Apriem Advisors
California
$231K +$23.7K +92 +11%
CANY
2267
Caxton Associates (New York)
New York
$229K -$39M -151,761 -99%
AWM
2268
Aries Wealth Management
Maine
$229K +$229K +891 New
BCA
2269
Bay Colony Advisors
Massachusetts
$229K -$448K -1,743 -66%
GA
2270
GoalVest Advisory
New York
$228K -$11.6K -45 -5%
HKIMG
2271
Hutchens & Kramer Investment Management Group
Indiana
$228K +$8.46K +33 +4%
GGA
2272
Granite Group Advisors
Connecticut
$227K -$329K -1,281 -59%
TWP
2273
Tower Wealth Partners
Pennsylvania
$227K +$3.34K +13 +1%
AWM
2274
Ariadne Wealth Management
California
$227K +$227K +883 New
KSWWM
2275
Keyes Stange & Wooten Wealth Management
Florida
$227K +$6.17K +24 +3%