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 %
TIAA Trust, National Association
426
TIAA Trust, National Association
North Carolina
$28.1M +$374K +1,243 +1%
KWM
427
Kingsview Wealth Management
Oregon
$28.1M +$2.55M +8,472 +10%
AIM
428
Allen Investment Management
New York
$27.9M -$9.31M -30,917 -25%
OSAM
429
O'Shaughnessy Asset Management
Connecticut
$27.9M +$7.27M +24,152 +35%
MFIM
430
Mesirow Financial Investment Management
Illinois
$27.6M +$473K +1,569 +2%
BFO
431
Boston Family Office
Massachusetts
$27.5M +$58.4K +194 +0.2%
SW
432
SteelPeak Wealth
California
$27.5M -$977K -3,238 -3%
RCM
433
Rokos Capital Management
United Kingdom
$27.3M +$11.4M +37,932 +72%
TCM
434
Tran Capital Management
California
$27.2M +$9.92M +32,926 +57%
IMPI
435
Ilmarinen Mutual Pension Insurance
Finland
$27.1M
PWLP
436
Prio Wealth Limited Partnership
Massachusetts
$27.1M +$1.46M +4,850 +6%
UB
437
UMB Bank
Missouri
$26.9M -$23.5K -78 -0.1%
BSA
438
Braun Stacey Associates
New York
$26.8M -$783K -2,599 -3%
Optiver Holding
439
Optiver Holding
Netherlands
$26.7M +$26.7M +88,602 New
CI
440
Capital International
California
$26.7M -$3.6M -11,945 -12%
EMPI
441
Elo Mutual Pension Insurance
Finland
$26.6M +$1.05M +3,499 +4%
AAS
442
Annex Advisory Services
Wisconsin
$26.6M +$1.92M +6,382 +8%
MG
443
Meritage Group
California
$26.3M -$288M -955,949 -92%
DILIC
444
Dai-ichi Life Insurance Company
Japan
$26.2M -$237K -787 -0.9%
MAM
445
Magellan Asset Management
Australia
$26M -$28.1M -93,442 -52%
RG
446
Rathbones Group
United Kingdom
$25.9M +$23.8M +79,017 +1,151%
NAM
447
NorthCrest Asset Manangement
Minnesota
$25.9M +$240K +798 +0.9%
GIBU
448
Gulf International Bank (UK)
United Kingdom
$25.8M +$620K +2,057 +2%
LFDLE
449
La Financiere de L'Echiquier
France
$25.8M +$8.52M +28,300 +49%
PP
450
Prudential plc
United Kingdom
$25.7M +$10.4M +34,614 +68%