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 %
GEA
1551
Glen Eagle Advisors
New Jersey
$937K +$4.63K +18 +0.5%
IIM
1552
Ipswich Investment Management
Massachusetts
$936K +$7.97K +31 +0.9%
FAM
1553
Formidable Asset Management
Ohio
$936K +$87.2K +339 +10%
APC
1554
Aspire Private Capital
North Carolina
$933K +$37K +144 +4%
LAM
1555
L2 Asset Management
Massachusetts
$931K +$92K +358 +11%
PWM
1556
Palumbo Wealth Management
New York
$927K +$197K +765 +27%
OPTFSNA
1557
Old Point Trust & Financial Services N A
Virginia
$926K +$373K +1,449 +67%
SSWM
1558
Strait & Sound Wealth Management
California
$925K +$184K +716 +25%
GFG
1559
Greystone Financial Group
Michigan
$924K -$10.5K -41 -1%
HAG
1560
HF Advisory Group
Maryland
$923K -$152K -590 -14%
FI
1561
Financial Insights
Washington
$917K -$164K -639 -15%
LIG
1562
Lokken Investment Group
Delaware
$913K -$10.3K -40 -1%
SIG
1563
Sky Investment Group
Connecticut
$912K -$3.34K -13 -0.4%
BCM
1564
Brown Capital Management
Maryland
$911K -$14.4K -56 -2%
XF
1565
XML Financial
Maryland
$906K +$44.7K +174 +5%
WAAG
1566
Wealth Alliance Advisory Group
Kansas
$902K +$225K +874 +33%
FFS
1567
Founders Financial Securities
Maryland
$901K +$63.5K +247 +8%
FCFC
1568
First Commonwealth Financial Corp
Pennsylvania
$897K
GFP
1569
Gryphon Financial Partners
Ohio
$896K +$83.1K +323 +10%
TA
1570
Tectonic Advisors
Texas
$894K +$6.94K +27 +0.8%
WPW
1571
Watershed Private Wealth
Illinois
$890K -$257 -1 -0%
SMA
1572
Sage Mountain Advisors
Georgia
$886K +$3.86K +15 +0.4%
IPAM
1573
Investment Partners Asset Management
New Jersey
$886K -$151K -589 -15%
PFGIA
1574
Patriot Financial Group Insurance Agency
Massachusetts
$886K +$26K +101 +3%
RCA
1575
Resonant Capital Advisors
Wisconsin
$884K +$54.5K +212 +7%