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 %
GWP
1526
Gen-Wealth Partners
Michigan
$1M +$53.5K +208 +6%
OAM
1527
Oxford Asset Management
United Kingdom
$997K +$997K +3,877 New
CF
1528
Convergence Financial
Missouri
$996K +$996K +3,875 New
LCM
1529
LCM Capital Management
Illinois
$995K +$19.3K +75 +2%
BL
1530
BFSG LLC
California
$995K -$4.89K -19 -0.5%
BDFN
1531
Bond & Devick Financial Network
Minnesota
$995K +$38.6K +150 +4%
APGDR
1532
Absoluto Partners Gestao de Recursos
Brazil
$988K -$1.88M -7,327 -66%
JIP
1533
Jaffetilchin Investment Partners
Florida
$987K +$59.1K +230 +6%
RCA
1534
Roberts Capital Advisors
Colorado
$982K
DFA
1535
Delta Financial Advisors
Louisiana
$979K +$514 +2 +0.1%
ZF
1536
Zhang Financial
Michigan
$978K +$152K +590 +18%
AAM
1537
Augustine Asset Management
Florida
$976K
LOIM
1538
Liberty One Investment Management
Illinois
$975K +$863K +3,356 +770%
PWP
1539
Pursue Wealth Partners
California
$972K +$224K +871 +30%
PIA
1540
Perennial Investment Advisors
California
$967K +$30.1K +117 +3%
ECM
1541
Element Capital Management
New York
$962K -$173K -673 -15%
SIC
1542
Sterling Investment Counsel
New York
$958K +$42.7K +166 +5%
MIM
1543
Moseley Investment Management
Florida
$958K -$45.8K -178 -5%
KIA
1544
Kraematon Investment Advisors
Massachusetts
$957K +$107K +417 +13%
OIM
1545
Oder Investment Management
California
$954K -$25.7K -100 -3%
AIM
1546
Anchor Investment Management
South Carolina
$954K +$50.1K +195 +6%
GA
1547
GFS Advisors
Texas
$950K -$1.59M -501 -63%
MFA
1548
Mayflower Financial Advisors
Massachusetts
$944K +$49.1K +191 +5%
CFMC
1549
Curbstone Financial Management Corp
New Hampshire
$943K
SWM
1550
Seed Wealth Management
Illinois
$938K -$10.3K -40 -1%