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 %
HFA
1901
Harbert Fund Advisors
Alabama
$450K
HTHT
1902
Hemenway Trust Hemenway Trust
New Hampshire
$449K
SFO
1903
Stokes Family Office
Louisiana
$446K +$101K +394 +29%
ACA
1904
Aspire Capital Advisors
Washington
$445K +$47.3K +184 +12%
RCM
1905
Raleigh Capital Management
North Carolina
$444K +$14.1K +55 +3%
RFS
1906
Richardson Financial Services
Massachusetts
$444K -$13.9K -54 -3%
WCM
1907
Wedge Capital Management
North Carolina
$442K -$2.57K -10 -0.6%
WBC
1908
West Branch Capital
Massachusetts
$442K +$85.9K +334 +24%
CWM
1909
Cedar Wealth Management
California
$441K -$6.17K -24 -1%
MAWA
1910
Moss Adams Wealth Advisors
Washington
$441K -$40.4K -157 -8%
WF
1911
Wayfinding Financial
Washington
$439K -$14.4K -56 -3%
PW
1912
Peninsula Wealth
California
$438K -$8.64K -34 -2%
CPA
1913
Capital Performance Advisors
California
$438K +$4.89K +19 +1%
JWCA
1914
J.W. Coons Advisors
Ohio
$438K +$108K +421 +33%
BHPW
1915
Beverly Hills Private Wealth
California
$436K +$187K +726 +75%
OWA
1916
One Wealth Advisors
California
$435K -$10.4K -41 -2%
LSIA
1917
LaSalle St. Investment Advisors
Illinois
$434K -$57.1K -222 -12%
ZIMP
1918
Zimmermann Investment Management & Planning
Pennsylvania
$432K +$432K +1,680 New
SW
1919
SlateStone Wealth
Florida
$430K +$39.8K +155 +10%
GFS
1920
GYL Financial Synergies
Connecticut
$429K -$74.3K -289 -15%
PWMG
1921
Pioneer Wealth Management Group
Texas
$429K +$209K +812 +95%
CIP
1922
Convergence Investment Partners
Florida
$429K -$743K -2,891 -63%
HCM
1923
Howland Capital Management
Massachusetts
$428K +$428K +1,665 New
HP
1924
Hyperion Partners
Pennsylvania
$427K +$2.31K +9 +0.5%
ANBT
1925
American National Bank & Trust
Texas
$426K -$404K -1,571 -49%