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 %
SSB
601
Sandy Spring Bank
Maryland
$10.1M +$43.5K +169 +0.4%
PI
602
PGGM Investments
Netherlands
$10.1M -$764K -2,971 -7%
PTC
603
Philadelphia Trust Company
Pennsylvania
$10.1M +$1.13M +4,387 +13%
NIG
604
NFJ Investment Group
Texas
$10M +$4.34M +16,866 +76%
MC
605
Moors & Cabot
Massachusetts
$10M +$147K +572 +1%
SIM
606
Seaview Investment Managers
Florida
$9.87M +$9.87M +38,372 New
GT
607
Glenview Trust
Kentucky
$9.76M +$8.56M +33,307 +715%
GP
608
Girard Partners
Pennsylvania
$9.67M +$183K +710 +2%
SCM
609
Shelton Capital Management
Colorado
$9.66M +$51.4K +200 +0.5%
GLA
610
Great Lakes Advisors
Illinois
$9.56M -$3.96M -15,393 -29%
TCOV
611
Trust Company of Vermont
Vermont
$9.54M +$279K +1,087 +3%
JMFC
612
J.M. Forbes & Co
Massachusetts
$9.45M +$114K +443 +1%
RIA
613
RPG Investment Advisory
California
$9.45M +$43.5K +169 +0.5%
VIM
614
Vinva Investment Management
Australia
$9.42M +$129K +510 +1%
KA
615
Kintegral Advisory
New York
$9.42M -$321K -1,248 -3%
NAMM
616
NorthStar Asset Management (Massachusetts)
Massachusetts
$9.41M -$99.8K -388 -1%
SVCP
617
Silicon Valley Capital Partners
California
$9.36M +$2.01M +7,815 +27%
MGWM
618
Marks Group Wealth Management
Minnesota
$9.32M +$197K +768 +2%
CCM
619
Copeland Capital Management
Pennsylvania
$9.29M +$9.29M +36,115 New
SWM
620
Spire Wealth Management
Virginia
$9.24M -$1.14M -4,450 -11%
PCIG
621
Partners Capital Investment Group
Massachusetts
$9.2M +$3.93M +15,435 +75%
PS
622
Principal Securities
Iowa
$9.19M +$3.56M +13,831 +63%
BBA
623
BLB&B Advisors
Pennsylvania
$9.17M +$8.63M +33,578 +1,598%
PCA
624
Pallas Capital Advisors
Massachusetts
$9.16M +$52.9K +214 +0.6%
LFM
625
LGT Fund Management
Liechtenstein
$9.15M +$6.95M +27,037 +316%