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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 %
RFG
2401
RFP Financial Group
Georgia
$95.4K -$4.11K -16 -4%
CSWM
2402
Cassady Schiller Wealth Management
Ohio
$95.4K
ACA
2403
American Capital Advisory
Idaho
$94.7K +$89.5K +340 +1,700%
RCM
2404
Richardson Capital Management
Wisconsin
$92.6K
AAG
2405
Armstrong Advisory Group
Massachusetts
$91.6K +$19.3K +75 +27%
TCG
2406
Transcendent Capital Group
Oklahoma
$91K -$84.6K -329 -48%
CHC
2407
City Holding Co
West Virginia
$90.2K -$2.31K -9 -3%
UID
2408
Union Investments & Development
Israel
$90K -$90K -350 -50%
TFF
2409
The Family Firm
Maryland
$87.8K +$87.8K +341 New
ECM
2410
Estabrook Capital Management
New York
$85.1K
SC
2411
Swan Capital
Florida
$84.6K +$84.6K +329 New
RWMG
2412
Redwood Wealth Management Group
New Jersey
$84.3K +$84.3K +328 New
BHWM
2413
Bay Harbor Wealth Management
Maryland
$83.3K -$257 -1 -0.3%
PWMG
2414
Private Wealth Management Group
New Jersey
$82.3K -$6.94K -27 -8%
JAM
2415
JCIC Asset Management
Ontario, Canada
$80.7K +$12.9K +50 +19%
OAJ
2416
Ogorek Anthony Joseph
New York
$80K
MLA
2417
MB, Levis & Associates
Pennsylvania
$80K
BONH
2418
Bank of New Hampshire
New Hampshire
$79.7K
CPG
2419
Cornerstone Planning Group
New Jersey
$77.2K +$3.35K +14 +5%
PWMG
2420
Prestige Wealth Management Group
New Jersey
$76.9K -$3.09K -12 -4%
DCP
2421
DSM Capital Partners
Florida
$76.9K
LCM
2422
Logan Capital Management
Pennsylvania
$76.6K
HFS
2423
Horizon Financial Services
North Carolina
$76.6K +$13.4K +52 +21%
GFPC
2424
Global Financial Private Client
Florida
$76.4K
FIM
2425
FWL Investment Management
Texas
$75.8K -$16.2K -63 -18%