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 %
ECG
1201
Edge Capital Group
Georgia
$2.44M +$12K +40 +0.5%
DCM
1202
Davidson Capital Management
Texas
$2.43M +$2.42M +8,049 +28,746%
HCCM
1203
Hudson Canyon Capital Management
New York
$2.43M
SACTSONJ
1204
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.41M
TW
1205
TrinityPoint Wealth
Connecticut
$2.4M -$18.4K -61 -0.8%
NIP
1206
Nicholas Investment Partners
California
$2.4M
SDIC
1207
South Dakota Investment Council
South Dakota
$2.39M
FMB
1208
Field & Main Bank
Kentucky
$2.38M -$31K -103 -1%
WMP
1209
Wealth Management Partners
Arizona
$2.38M -$39.5K -131 -2%
AFG
1210
Atomi Financial Group
New York
$2.38M +$1.18M +3,930 +99%
SFP
1211
Shepherd Financial Partners
Massachusetts
$2.38M -$1.21K -4 -0.1%
AFG
1212
Albion Financial Group
Utah
$2.38M +$193K +641 +9%
FCA
1213
FinTrust Capital Advisors
South Carolina
$2.37M -$10.8K -36 -0.5%
RGI
1214
River Global Investors
United Kingdom
$2.37M -$26.2K -87 -1%
Koshinski Asset Management
1215
Koshinski Asset Management
Illinois
$2.36M -$66.6K -221 -3%
TC
1216
Taika Capital
Florida
$2.36M +$2.36M +7,840 New
VCM
1217
Verde Capital Management
Michigan
$2.36M -$104K -346 -4%
MAM
1218
Morse Asset Management
Connecticut
$2.36M +$432K +1,435 +22%
OL
1219
Optas LLC
Texas
$2.35M -$23.8K -79 -1%
PIM
1220
Penobscot Investment Management
Massachusetts
$2.35M
WAM
1221
Worth Asset Management
Texas
$2.34M -$53.6K -178 -2%
BWM
1222
Bulltick Wealth Management
Florida
$2.34M
BB
1223
Berkshire Bank
Massachusetts
$2.34M -$27.1K -90 -1%
CCG
1224
Ceeto Capital Group
Florida
$2.34M +$60.3K +200 +3%
RB
1225
Renasant Bank
Mississippi
$2.33M -$36.1K -120 -2%