CRM icon

Salesforce

2,742 hedge funds and large institutions have $234B invested in Salesforce in 2024 Q1 according to their latest regulatory filings, with 303 funds opening new positions, 1,114 increasing their positions, 1,024 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,742
Holders Change
+166
Holders Change %
+6.44%
% of All Funds
39.74%
Holding in Top 10
134
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-6.29%
% of All Funds
1.94%
New
303
Increased
1,114
Reduced
1,024
Closed
99
Calls
$4.91B
Puts
$5.24B
Net Calls
-$331M
Net Calls Change
+$1.51B
Name Holding Trade Value Shares
Change
Shares
Change %
AI
2476
Arvest Investments
Arkansas
$210K -$7.53K -25 -3%
VWM
2477
Vigilare Wealth Management
Arizona
$209K -$437K -1,450 -68%
NCM
2478
NCM Capital Management
New Jersey
$209K +$209K +695 New
JBA
2479
Johnson Bixby & Associates
Washington
$209K +$209K +694 New
GCP
2480
Gill Capital Partners
Colorado
$208K
RIM
2481
Rockbridge Investment Management
New York
$208K
SFP
2482
Sandbox Financial Partners
Maryland
$208K +$208K +691 New
DBRC
2483
D.B. Root & Company
Pennsylvania
$208K -$173K -573 -45%
NCTC
2484
New Covenant Trust Company
Indiana
$208K +$208K +689 New
ABC
2485
Associated Banc-Corp
Wisconsin
$207K +$207K +687 New
RWM
2486
RBA Wealth Management
California
$207K +$207K +686 New
MWM
2487
Marion Wealth Management
Pennsylvania
$207K +$207K +686 New
W
2488
WealthCollab
Washington
$206K -$14.8K -49 -7%
TFG
2489
Taylor Financial Group
Virginia
$206K +$206K +685 New
CWM
2490
Cherrydale Wealth Management
New Jersey
$206K +$206K +684 New
MCM
2491
Monarch Capital Management
Indiana
$206K +$206K +683 New
TCG
2492
Transcendent Capital Group
Oklahoma
$206K -$582K -1,934 -74%
SHF
2493
Stage Harbor Financial
Massachusetts
$205K +$205K +682 New
WH
2494
Willner & Heller
California
$205K +$205K +681 New
WCG
2495
Weaver Consulting Group
California
$205K +$205K +681 New
UAML
2496
US Asset Management LLC
Pennsylvania
$205K +$205K +681 New
AF
2497
Affiance Financial
Minnesota
$204K +$204K +677 New
RA
2498
Riverstone Advisors
Texas
$204K +$204K +676 New
D
2499
Diversified
Delaware
$204K +$204K +676 New
SPC
2500
Stewart & Patten Company
California
$203K -$30.1K -100 -13%