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 %
BFA
701
Bragg Financial Advisors
North Carolina
$6.78M +$2.3M +8,939 +51%
CIA
702
Concurrent Investment Advisors
Florida
$6.76M +$877K +6,769 +15%
NICM
703
Neo Ivy Capital Management
New York
$6.69M +$6.69M +26,008 New
SPC
704
Sigma Planning Corp
Michigan
$6.68M -$574K -2,233 -8%
CCM
705
Cohen Capital Management
California
$6.66M +$285K +1,110 +4%
FFP
706
FourThought Financial Partners
Florida
$6.65M +$503K +1,955 +8%
SBIA
707
Sheaff Brock Investment Advisors
Indiana
$6.57M +$2.78M +10,825 +73%
SAM
708
SP Asset Management
California
$6.57M +$23.1K +90 +0.4%
ST
709
Spinnaker Trust
Maine
$6.57M +$71.2K +277 +1%
BJL
710
Brighton Jones LLC
Washington
$6.56M -$464K -1,804 -7%
A
711
Atomvest
Hong Kong
$6.56M +$6.56M +25,000 New
QPBE
712
Quintet Private Bank (Europe)
Luxembourg
$6.54M +$131K +443 +2%
SA
713
Strategic Advisors
New York
$6.51M -$547K -2,127 -8%
AF
714
Arrow Financial
New York
$6.49M +$138K +538 +2%
BFG
715
Bleakley Financial Group
New Jersey
$6.46M +$322K +1,253 +5%
LOAMS
716
Lombard Odier Asset Management (Switzerland)
Switzerland
$6.45M -$1.05M -4,095 -14%
WB
717
Webster Bank
Connecticut
$6.44M -$155K -604 -2%
CTC
718
Central Trust Company
Missouri
$6.4M -$15.7K -61 -0.2%
ATC
719
Argent Trust Co
Tennessee
$6.39M +$666K +2,589 +12%
CCS
720
Concentric Capital Strategies
Connecticut
$6.37M -$4.72M -18,364 -43%
JIC
721
Johnson Investment Counsel
Ohio
$6.29M -$132K -513 -2%
TFS
722
Thoroughbred Financial Services
Tennessee
$6.28M +$1.54M +5,981 +32%
AWM
723
Apollon Wealth Management
South Carolina
$6.26M +$867K +3,373 +16%
KIA
724
Knollwood Investment Advisory
Maryland
$6.25M -$1.56M -6,068 -20%
LFRG
725
Lazard Frères Gestion
France
$6.24M -$142K -552 -2%