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 %
CCA
801
Checchi Capital Advisers
California
$6.57M +$108K +357 +2%
AAP
802
Ardsley Advisory Partners
Connecticut
$6.57M +$3.17M +10,525 +93%
FA
803
FDx Advisors
Illinois
$6.51M -$3.79M -12,586 -37%
IWA
804
Icon Wealth Advisors
Texas
$6.5M -$167K -553 -2%
RAM
805
Roanoke Asset Management
New Jersey
$6.5M -$9.04K -30 -0.1%
TSM
806
Two Star Manager
Florida
$6.47M
CDH
807
Charles D. Hyman
$6.47M +$6.02K +20 +0.1%
ITFISA
808
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$6.46M +$72.2K +250 +1%
DAS
809
Diversify Advisory Services
Utah
$6.45M +$6.45M +21,324 New
IMC Chicago
810
IMC Chicago
Illinois
$6.41M +$6.41M +21,297 New
MPM
811
Meritage Portfolio Management
Kansas
$6.41M -$414K -1,374 -6%
DJSG
812
D.J. St. Germain
Massachusetts
$6.41M +$53.6K +178 +0.8%
RCM
813
RB Capital Management
Nevada
$6.4M +$60.5K +201 +1%
DBG
814
De Burlo Group
Massachusetts
$6.37M -$854K -2,835 -12%
SFS
815
Sowell Financial Services
Arkansas
$6.34M +$492K +1,632 +8%
FIA
816
Foundations Investment Advisors
Arizona
$6.33M +$1.1M +3,653 +21%
AWM
817
Apollon Wealth Management
South Carolina
$6.32M +$736K +2,443 +13%
PTB
818
Pioneer Trust Bank
Oregon
$6.3M +$396K +1,315 +7%
TCOK
819
Trust Company of Kansas
Kansas
$6.29M -$35.2K -117 -0.6%
SWP
820
Strategic Wealth Partners
Ohio
$6.28M +$4.6M +15,278 +274%
OCM
821
Once Capital Management
New York
$6.26M
FTDI
822
First Trust Direct Indexing
Massachusetts
$6.24M +$553K +1,836 +10%
PCIG
823
Partners Capital Investment Group
Massachusetts
$6.22M -$7.1M -23,584 -53%
DAS
824
Dynamic Advisor Solutions
Arizona
$6.22M -$1.96M -6,514 -24%
EF
825
Empowered Funds
Pennsylvania
$6.19M -$2.03M -6,750 -25%