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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 %
DAM
2426
Delta Asset Management
Tennessee
$75.1K -$771 -3 -1%
DF
2427
Dunhill Financial
United Kingdom
$73.6K +$5.15K +20 +8%
BBPWM
2428
Blue Bell Private Wealth Management
Pennsylvania
$72.8K
NCM
2429
Northwest Capital Management
Oregon
$72.8K
IWA
2430
IBEX Wealth Advisors
New Jersey
$72K +$72K +280 New
LOIP
2431
Live Oak Investment Partners
Texas
$69.4K
ME
2432
McIlrath & Eck
Washington
$67.6K +$14.1K +55 +26%
TVWM
2433
Tower View Wealth Management
Wisconsin
$66.9K
EWP
2434
Elevation Wealth Partners
California
$66.6K
VIA
2435
Virtus Investment Advisers
Connecticut
$63.8K -$32.9K -128 -34%
SWS
2436
SYSTM Wealth Solutions
Illinois
$63K -$100K -390 -61%
CAM
2437
Creekmur Asset Management
Illinois
$62K -$3.6K -14 -5%
TAM
2438
Tucker Asset Management
Colorado
$60.9K -$1.03K -4 -2%
IHWM
2439
Iron Horse Wealth Management
Iowa
$60.5K +$60.5K +235 New
HFM
2440
Hartford Financial Management
Connecticut
$60.4K
OA
2441
Operose Advisors
Wisconsin
$59.4K
PCFFS
2442
Pacific Center for Financial Services
California
$59.2K
BWP
2443
Baldwin Wealth Partners
Massachusetts
$58.4K +$3.6K +14 +7%
JSAM
2444
J. Safra Asset Management
New York
$57.8K +$49.9K +194 +626%
FP
2445
Financial Perspectives
Minnesota
$57.3K +$38.1K +148 +197%
CFS
2446
CGC Financial Services
Oregon
$57.3K
EC
2447
EntryPoint Capital
New York
$55.5K +$48.8K +190 +731%
OC
2448
Oakworth Capital
Alabama
$55.3K +$25.7K +100 +87%
GIA
2449
GHP Investment Advisors
Colorado
$53K +$14.7K +57 +38%
EA
2450
Emerald Advisers
Pennsylvania
$51.4K -$403K -1,566 -89%