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 %
GI
1676
Gradient Investments
Minnesota
$679K -$10.9M -42,314 -94%
MCC
1677
Malaga Cove Capital
California
$679K -$11.1K -43 -2%
CP
1678
Castleview Partners
Texas
$678K +$53.5K +208 +9%
EHWM
1679
Eads & Heald Wealth Management
Georgia
$677K +$51.4K +200 +8%
AP
1680
Appleton Partners
Massachusetts
$674K -$12.3K -48 -2%
BW
1681
BIP Wealth
Georgia
$667K +$20.1K +78 +3%
DWM
1682
Drive Wealth Management
Utah
$665K +$12.9K +50 +2%
BFA
1683
Beaumont Financial Advisors
Massachusetts
$664K +$29K +113 +5%
IC
1684
Inscription Capital
Texas
$663K +$6.69K +26 +1%
MFG
1685
Magnus Financial Group
New York
$660K +$95.7K +372 +17%
BWP
1686
Balboa Wealth Partners
Arizona
$659K +$268K +1,044 +69%
GSIAS
1687
Garden State Investment Advisory Services
New Jersey
$658K +$55.6K +216 +9%
NRC
1688
New Republic Capital
North Carolina
$657K +$112K +437 +21%
GWM
1689
Greenwich Wealth Management
Connecticut
$657K -$1.54K -6 -0.2%
WCM
1690
Windsor Capital Management
Arizona
$657K +$255K +992 +63%
KA
1691
Kozak & Associates
Colorado
$656K
SOW
1692
State of Wyoming
Wyoming
$656K +$231K +897 +54%
FNBT
1693
FineMark National Bank & Trust
Florida
$656K -$1.09M -4,223 -62%
HIF
1694
Hill Island Financial
Michigan
$655K -$28.5K -111 -4%
KFI
1695
Key Financial Inc
Pennsylvania
$655K
GTAM
1696
Global Trust Asset Management
Florida
$652K -$34.2K -133 -5%
OL
1697
OneFund LLC
Florida
$652K +$6.17K +24 +1%
KFA
1698
Kapstone Financial Advisors
Ohio
$651K -$35.7K -139 -5%
JC
1699
JB Capital
Connecticut
$651K +$103K +400 +19%
PEA
1700
Park Edge Advisors
Ohio
$650K -$298K -1,158 -31%