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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 %
AWM
2351
Activest Wealth Management
Florida
$198K +$82.3K +320 +71%
AIC
2352
Archer Investment Corporation
Indiana
$195K +$25.7K +100 +15%
CAL
2353
Capital Advisors Ltd
Ohio
$191K -$2.83K -11 -1%
FNWA
2354
Financial Network Wealth Advisors
Utah
$187K +$14.4K +56 +8%
VC
2355
Vestor Capital
Illinois
$187K -$9.7M -37,714 -98%
CB
2356
Chris Bulman
California
$186K +$186K +722 New
FCT
2357
First Community Trust
Iowa
$183K +$39.1K +152 +27%
BCM
2358
Blume Capital Management
California
$180K
TSWM
2359
Tyler-Stone Wealth Management
Ohio
$173K
RTC
2360
Riverview Trust Company
Washington
$171K -$782K -3,040 -82%
DIP
2361
DT Investment Partners
Pennsylvania
$170K
W
2362
WealthCollab
Washington
$169K -$6.69K -26 -4%
DP
2363
Denver PWM
Colorado
$165K -$1.04M -4,033 -86%
A
2364
AlphaQuest
New York
$161K -$439K -1,709 -73%
HDIM
2365
Hanson & Doremus Investment Management
Vermont
$156K
GC
2366
Globeflex Capital
California
$154K
AWM
2367
Abound Wealth Management
Tennessee
$150K -$514 -2 -0.3%
BCPWM
2368
Bradley & Co Private Wealth Management
Florida
$148K -$125K -487 -46%
TF
2369
Tompkins Financial
New York
$147K
HWP
2370
Highline Wealth Partners
California
$147K -$5.66K -22 -4%
FFA
2371
First Foundation Advisors
California
$146K -$66.8K -260 -31%
FFA
2372
Frazier Financial Advisors
Ohio
$145K +$31.6K +123 +28%
CT
2373
Clearstead Trust
Maine
$145K -$2.92M -11,347 -95%
UIA
2374
Ulland Investment Advisors
Minnesota
$144K -$26.5K -103 -16%
FCAS
2375
First Command Advisory Services
Texas
$137K +$7.2K +28 +6%