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 %
PCM
1201
Prana Capital Management
Connecticut
$1.89M -$575K -2,236 -23%
MFG
1202
MidWestOne Financial Group
Iowa
$1.89M -$77.1K -300 -4%
SCP
1203
Shorepoint Capital Partners
Massachusetts
$1.89M +$327K +1,270 +21%
CVA
1204
Central Valley Advisors
California
$1.89M +$48.1K +157 +3%
9WM
1205
9258 Wealth Management
Ohio
$1.88M +$21.3K +83 +1%
EDRH
1206
Edmond de Rothschild Holding
Switzerland
$1.87M -$1.81M -7,047 -49%
NP
1207
Nilsine Partners
Colorado
$1.87M -$49.1K -191 -3%
B
1208
Barings
North Carolina
$1.87M -$390K -1,517 -17%
UAS
1209
United Asset Strategies
New York
$1.87M +$8.48K +33 +0.5%
BA
1210
Bristlecone Advisors
Washington
$1.87M -$22.1K -86 -1%
CW
1211
CreativeOne Wealth
Kansas
$1.87M -$64K -249 -3%
V
1212
VeraBank
Texas
$1.87M -$12.9K -50 -0.7%
CPIG
1213
Chicago Partners Investment Group
Illinois
$1.87M +$33K +128 +2%
CCG
1214
Ceeto Capital Group
Florida
$1.86M -$129K -500 -6%
PSB
1215
Passumpsic Savings Bank
Vermont
$1.86M -$817K -3,179 -30%
MGP
1216
M&G plc
United Kingdom
$1.86M
UBG
1217
United Bank (Georgia)
Georgia
$1.86M -$254K -987 -12%
NCM
1218
Nelson Capital Management
California
$1.85M +$66.8K +260 +4%
ACA
1219
Aptus Capital Advisors
Alabama
$1.85M +$138K +538 +8%
WGCA
1220
Wolf Group Capital Advisors
Virginia
$1.85M -$87.7K -341 -5%
JGCM
1221
Joseph Group Capital Management
Ohio
$1.85M +$28.5K +111 +2%
Optiver Holding
1222
Optiver Holding
Netherlands
$1.85M -$20.9M -81,425 -92%
OL
1223
Optas LLC
Texas
$1.83M -$173K -674 -9%
VWM
1224
Vivid Wealth Management
Iowa
$1.83M +$1.24M +4,840 +211%
CM
1225
Crestline Management
Texas
$1.83M -$4.14M -16,096 -69%