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 %
RBFC
1626
Roman Butler Fullerton & Co
Missouri
$780K -$1.21M -4,797 -61%
ECG
1627
EPIQ Capital Group
California
$780K +$56.3K +219 +8%
CM
1628
Corvex Management
New York
$780K
ST
1629
Smithfield Trust
Pennsylvania
$778K -$36.6K -142 -4%
WAOI
1630
Wealth Advisors of Iowa
Iowa
$778K +$1.29K +5 +0.2%
MW
1631
Marcum Wealth
Ohio
$775K +$15.2K +59 +2%
MIC
1632
Meridian Investment Counsel
California
$775K +$188K +733 +32%
FCBT
1633
First Citizens Bank & Trust
North Carolina
$773K +$63.8K +248 +9%
PA
1634
Probity Advisors
Texas
$766K +$45K +175 +6%
TP
1635
Tranquility Partners
Tennessee
$765K
MWA
1636
Midland Wealth Advisors
Illinois
$763K +$6.17K +24 +0.8%
KIC
1637
Kensington Investment Counsel
California
$762K +$144K +560 +23%
CWA
1638
Consilium Wealth Advisory
Texas
$761K -$321K -1,249 -30%
CCWM
1639
Correct Capital Wealth Management
Missouri
$759K +$492K +1,915 +185%
FTIS
1640
First Trust Investment Solutions
Florida
$759K +$343K +1,333 +82%
KC
1641
Knuff & Co
California
$756K
AFT
1642
Alpha Family Trust
California
$755K
HBW
1643
Hazlett, Burt & Watson
West Virginia
$754K +$3.34K +13 +0.4%
BB
1644
Burford Brothers
Texas
$753K +$102K +395 +16%
CIA
1645
Cape Investment Advisory
Georgia
$753K +$251K +975 +50%
BCM
1646
Bienville Capital Management
New York
$752K
TA
1647
TFG Advisers
Michigan
$749K +$23.7K +92 +3%
MIFH
1648
Migdal Insurance & Financial Holdings
Israel
$745K +$239K +936 +47%
FNFDCM
1649
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$738K +$356K +1,385 +93%
AWAG
1650
ARS Wealth Advisors Group
Florida
$735K -$55.5K -216 -7%