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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 %
SIS
2376
Sound Income Strategies
Florida
$137K -$73K -284 -35%
POIA
2377
Pin Oak Investment Advisors
Texas
$133K +$5.14K +20 +4%
LJHT
2378
Laurie J. Hall Trustee
$130K
OIA
2379
Optimum Investment Advisors
Illinois
$129K
KIG
2380
Kessler Investment Group
Indiana
$129K
DMBA
2381
Deseret Mutual Benefit Administrators
Utah
$120K
MWM
2382
Mascoma Wealth Management
New Hampshire
$120K
BIA
2383
Bell Investment Advisors
California
$120K +$2.31K +9 +2%
CSC
2384
Caldwell Sutter Capital
California
$120K +$72.2K +281 +152%
PMFA
2385
Plante Moran Financial Advisors
Michigan
$119K +$17K +66 +17%
EPW
2386
Evergreen Private Wealth
Colorado
$118K
GKIM
2387
GW&K Investment Management
Massachusetts
$116K +$15.4K +60 +15%
DCBT
2388
Dakota Community Bank & Trust
North Dakota
$115K -$4.37K -17 -4%
HGERS
2389
Householder Group Estate & Retirement Specialist
Arizona
$113K +$16.9K +66 +18%
FCG
2390
Financial Connections Group
California
$106K
WWP
2391
WR Wealth Planners
Missouri
$106K -$10.8K -42 -9%
IFAM
2392
Institutional & Family Asset Management
Colorado
$105K +$46K +179 +77%
JWA
2393
JFS Wealth Advisors
Pennsylvania
$103K -$18.8K -73 -15%
MAM
2394
Meeder Asset Management
Ohio
$102K -$441K -1,716 -81%
ACA
2395
Atlas Capital Advisors
Wyoming
$102K
FMP
2396
Financial Management Professionals
Texas
$99K -$103K -401 -51%
SHIM
2397
Stone House Investment Management
Pennsylvania
$99K -$9K -35 -8%
AP
2398
Atwood & Palmer
Missouri
$97.7K -$30.6K -119 -24%
MWA
2399
MFA Wealth Advisors
Pennsylvania
$96.2K +$96.2K +374 New
EFP
2400
EnRich Financial Partners
Wisconsin
$95.9K