CRM icon

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 %
TL
2726
Tradewinds LLC
North Carolina
-$889K -3,378 Closed
CFM
2727
Catalyst Funds Management
Australia
-$904K -3,000 Closed
VF
2728
Virtu Financial
New York
-$859K -2,853 Closed
WAS
2729
WESPAC Advisors SoCal
California
-$800K -2,657 Closed
DWA
2730
Delap Wealth Advisory
Oregon
-$794K -2,637 Closed
HIC
2731
Hartline Investment Corp
Illinois
-$793K -2,634 Closed
IA
2732
IAM Advisory
Pennsylvania
-$773K -2,565 Closed
DCM
2733
Driehaus Capital Management
Illinois
-$738K -2,449 Closed
GF
2734
Gries Financial
Ohio
-$735K -2,441 Closed
ACM
2735
AlphaStar Capital Management
North Carolina
-$705K -2,341 Closed
SPW
2736
Sonoma Private Wealth
California
-$699K -2,322 Closed
FRM
2737
Fox Run Management
Connecticut
-$679K -2,256 Closed
HM
2738
Harvest Management
New York
-$641K -2,129 Closed
CWA
2739
Clarus Wealth Advisors
Arizona
-$628K -2,096 Closed
LAM
2740
LECAP Asset Management
United Kingdom
-$618K -2,053 Closed
WWS
2741
Wellington Wealth Strategies
Indiana
-$615K -2,043 Closed
MIP
2742
Mondrian Investment Partners
United Kingdom
-$603K -2,002 Closed
XC
2743
XY Capital
Hong Kong
-$600K -1,993 Closed
GCM
2744
Gladius Capital Management
Illinois
-$581K -1,928 Closed
CD
2745
Chapin Davis
Maryland
-$563K -1,870 Closed
OTL
2746
Oak Thistle LLC
New York
-$553K -1,835 Closed
JWM
2747
Jupiter Wealth Management
Colorado
-$501K -1,795 Closed
TF
2748
Trek Financial
Arizona
-$530K -1,760 Closed
JSC
2749
Jackson Square Capital
California
-$516K -1,712 Closed
NJBEST
2750
New Jersey Better Educational Savings Trust
New Jersey
-$499K -1,656 Closed