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 %
QCM
476
Quantinno Capital Management
New York
$18M +$2.79M +10,833 +18%
DWP
477
Daymark Wealth Partners
Ohio
$18M +$357K +3,456 +2%
WT
478
Washington Trust
Rhode Island
$18M -$491K -1,911 -3%
AAS
479
Annex Advisory Services
Wisconsin
$17.8M -$4.83M -18,782 -21%
MPM
480
MBB Public Markets
Illinois
$17.7M +$17.1M +66,504 +2,742%
Walleye Capital
481
Walleye Capital
New York
$17.6M -$21.3M -83,017 -55%
BVDMP
482
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$17.4M
FCH
483
Freestone Capital Holdings
Washington
$17.4M +$353K +1,372 +2%
PA
484
Parallel Advisors
California
$17M +$77.1K +300 +0.5%
DADC
485
D.A. Davidson & Co
Montana
$16.9M +$346K +1,347 +2%
CIA
486
CCM Investment Advisers
South Carolina
$16.8M +$147K +572 +0.9%
SI
487
Sora Investors
Pennsylvania
$16.7M +$3.86M +15,000 +30%
LWM
488
Lyell Wealth Management
California
$16.5M +$1.06M +4,110 +7%
FLII
489
First Long Island Investors
New York
$16.4M +$81K +315 +0.5%
BFIM
490
Beese Fulmer Investment Management
Ohio
$16.4M +$8.51M +33,093 +108%
FSA
491
Franklin Street Advisors
North Carolina
$16.3M -$16.6M -64,598 -51%
CTC (Chicago Trading Company)
492
CTC (Chicago Trading Company)
Illinois
$16.2M +$4.79M +18,649 +42%
ADEF
493
Adams Diversified Equity Fund
Maryland
$16.1M -$18.7M -72,900 -54%
GC
494
Grimes & Company
Massachusetts
$16M +$15.8M +61,444 +7,332%
HIMCH
495
Hartford Investment Management Co (HIMCO)
Connecticut
$16M -$86.9K -338 -0.5%
FBB
496
Fulton Breakefield Broenniman
Maryland
$16M +$64.8K +252 +0.4%
TF
497
Talbot Financial
Washington
$15.8M +$544K +2,116 +4%
SIA
498
Sit Investment Associates
Minnesota
$15.8M +$209K +813 +1%
Walleye Trading
499
Walleye Trading
New York
$15.6M +$15.6M +60,870 New
Envestnet Portfolio Solutions
500
Envestnet Portfolio Solutions
Illinois
$15.6M +$1.25M +4,881 +9%