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 %
FFO
1801
Fortitude Family Office
Arizona
$713K
IAS
1802
Insigneo Advisory Services
Florida
$709K -$2.48M -8,239 -78%
CCA
1803
Childress Capital Advisors
Texas
$708K +$27.1K +90 +4%
SIM
1804
Studio Investment Management
Illinois
$708K +$36.2K +120 +5%
FWP
1805
FAS Wealth Partners
Kansas
$707K -$54.5K -181 -7%
SCA
1806
St. Clair Advisors
Ohio
$707K +$60.2K +200 +9%
GSIAS
1807
Garden State Investment Advisory Services
New Jersey
$707K -$80.3K -266 -10%
ACM
1808
AlphaStar Capital Management
North Carolina
$705K +$705K +2,341 New
A
1809
AlphaQuest
New York
$704K +$704K +2,337 New
BC
1810
Brio Consultants
California
$702K +$105K +348 +18%
SPW
1811
Sonoma Private Wealth
California
$699K -$23.5K -78 -3%
PWP
1812
Perfromance Wealth Partners
Illinois
$698K -$13.6K -45 -2%
6F
1813
626 Financial
Michigan
$697K -$104K -345 -13%
HCM
1814
Hengehold Capital Management
Ohio
$694K -$30.1K -100 -4%
PA
1815
Parkside Advisors
California
$693K
BCM
1816
BluePath Capital Management
Georgia
$692K +$84K +279 +14%
VWM
1817
Vivid Wealth Management
Iowa
$691K +$62.6K +208 +10%
WA
1818
WBH Advisory
Maryland
$690K +$39.2K +130 +6%
RPWA
1819
Regent Peak Wealth Advisors
Georgia
$687K -$28.3K -94 -4%
AT
1820
Avalon Trust
New Mexico
$687K
MIC
1821
Meridian Investment Counsel
California
$687K +$51.2K +170 +8%
PHIC
1822
Pine Haven Investment Counsel
Massachusetts
$686K +$12K +40 +2%
AWM
1823
Aprio Wealth Management
Georgia
$682K +$180K +598 +36%
FRM
1824
Fox Run Management
Connecticut
$679K +$679K +2,256 New
VCM
1825
Virtue Capital Management
Tennessee
$679K +$679K +2,294 New