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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 %
JCM
2326
Jag Capital Management
Missouri
$206K
CFA
2327
Cahill Financial Advisors
Minnesota
$206K +$3.08K +12 +2%
CFP
2328
Cascade Financial Partners
California
$206K -$5.14K -20 -2%
RCA
2329
Ranch Capital Advisors
Florida
$205K
MWM
2330
Mosley Wealth Management
California
$205K +$1.54K +6 +0.8%
PCMC
2331
Planning Capital Management Corporation
Pennsylvania
$205K +$18K +70 +10%
AIM
2332
Alhambra Investment Management
Florida
$205K +$205K +798 New
HCM
2333
HMS Capital Management
Tennessee
$204K
EGA
2334
E&G Advisors
Texas
$204K +$12.9K +50 +7%
JLBC
2335
J.L. Bainbridge & Co
Florida
$204K +$2.06K +8 +1%
ML
2336
McAdam LLC
Pennsylvania
$204K +$11.6K +45 +6%
SN
2337
Sittner & Nelson
Oregon
$204K -$9.26K -36 -4%
BSSFA
2338
Baron Silver Stevens Financial Advisors
Florida
$203K -$34.2K -133 -14%
NCFG
2339
New Century Financial Group
New Jersey
$203K -$747K -2,905 -79%
IC
2340
Iconiq Capital
California
$203K +$203K +790 New
GWP
2341
Gateway Wealth Partners
Wisconsin
$203K +$2.57K +10 +1%
AWA
2342
Aletheian Wealth Advisors
Washington
$202K +$202K +786 New
MHWM
2343
Montz Harcus Wealth Management
Louisiana
$202K +$18.8K +73 +10%
OPA
2344
Old Port Advisors
Maine
$202K +$9K +35 +5%
RWM
2345
Revisor Wealth Management
Ohio
$201K -$15.2K -59 -7%
FW
2346
FullCircle Wealth
Texas
$201K +$201K +803 New
RRA
2347
Round Rock Advisors
Connecticut
$201K -$14.7K -57 -7%
LRIA
2348
Leonard Rickey Investment Advisors
Washington
$200K +$200K +778 New
EBA
2349
Eagle Bay Advisors
New York
$199K -$63.2K -246 -24%
WPA
2350
West Paces Advisors
Georgia
$198K +$9.51K +37 +5%