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 %
HIM
1626
Hillsdale Investment Management
Ontario, Canada
$1.06M -$256K -850 -19%
AIM
1627
Anchor Investment Management
South Carolina
$1.06M +$29.2K +97 +3%
SPA
1628
Sherbrooke Park Advisers
New York
$1.06M +$1.06M +3,513 New
HTC
1629
Haverford Trust Company
Pennsylvania
$1.06M +$233K +775 +28%
FCFC
1630
First Commonwealth Financial Corp
Pennsylvania
$1.05M +$1.05M +3,487 New
APC
1631
Aspire Private Capital
North Carolina
$1.05M +$139K +461 +15%
MFA
1632
Mayflower Financial Advisors
Massachusetts
$1.05M +$21.4K +71 +2%
SCA
1633
STALEY CAPITAL ADVISERS
Pennsylvania
$1.04M -$30.1K -100 -3%
WPW
1634
Watershed Private Wealth
Illinois
$1.04M
TA
1635
Tectonic Advisors
Texas
$1.04M
SMA
1636
Sage Mountain Advisors
Georgia
$1.03M +$168K +557 +19%
CG
1637
CFO4Life Group
Texas
$1.03M -$53.9K -179 -5%
IIC
1638
Ironwood Investment Counsel
Arizona
$1.03M -$55.4K -184 -5%
AC
1639
Allstate Corporation
Illinois
$1.02M -$10.8K -36 -1%
SP
1640
Symmetry Partners
Connecticut
$1.02M
DS
1641
DRW Securities
Illinois
$1.02M -$356K -1,184 -26%
MAM
1642
Milestone Asset Management
Pennsylvania
$1.01M +$770K +2,555 +314%
VA
1643
Valmark Advisers
Ohio
$1.01M +$352K +1,170 +53%
CWM
1644
Calamos Wealth Management
Illinois
$1.01M -$6.02K -20 -0.6%
SSWM
1645
Sheets Smith Wealth Management
North Carolina
$1.01M +$262K +871 +35%
XF
1646
XML Financial
Maryland
$1.01M +$4.22K +14 +0.4%
PFGIA
1647
Patriot Financial Group Insurance Agency
Massachusetts
$1.01M +$28.6K +95 +3%
ACI
1648
Alpha Cubed Investments
California
$1.01M +$192K +639 +24%
FMC
1649
First Merchants Corp
Indiana
$996K +$655K +2,174 +192%
BWM
1650
Baron Wealth Management
Michigan
$996K +$99.1K +329 +11%