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 %
DIM
2001
DC Investments Management
Virginia
$370K
TWP
2002
Triad Wealth Partners
Kansas
$369K +$176K +684 +91%
SI
2003
Seeds Investor
New York
$368K +$136K +529 +59%
NSIM
2004
North Star Investment Management
Illinois
$367K -$6.69K -26 -2%
KA
2005
Klingman & Associates
New York
$367K +$11.3K +44 +3%
JCIA
2006
Jackson Creek Investment Advisors
Colorado
$367K -$361K -1,401 -50%
AWM
2007
AllSquare Wealth Management
New York
$366K +$25.7K +100 +8%
CFD
2008
Creative Financial Designs
Indiana
$364K
TCM
2009
Traynor Capital Management
Pennsylvania
$362K +$29.6K +115 +9%
LPAM
2010
Lodestar Private Asset Management
California
$361K -$4.37K -17 -1%
PIA
2011
Pinion Investment Advisors
Kansas
$361K +$36.3K +141 +11%
FA
2012
FDx Advisors
Illinois
$361K -$5.19M -20,195 -93%
JCM
2013
Jacobsen Capital Management
Utah
$360K -$35.2K -137 -9%
RI
2014
Ridgewood Investments
New Jersey
$360K +$90K +350 +33%
TWA
2015
TCI Wealth Advisors
Arizona
$360K -$27.3K -106 -7%
IA
2016
IFG Advisors
Missouri
$360K +$2.57K +10 +0.7%
Point72 Asset Management
2017
Point72 Asset Management
Connecticut
$360K -$90K -350 -20%
DWM
2018
Dorchester Wealth Management
Quebec, Canada
$360K
EP
2019
Edgestream Partners
New Jersey
$359K -$2.05M -7,969 -85%
OWA
2020
Outlook Wealth Advisors
Texas
$358K -$21.3K -83 -6%
FA
2021
Fermata Advisors
California
$356K -$771 -3 -0.2%
VC
2022
Veery Capital
Delaware
$355K +$1.8K +7 +0.5%
FMWA
2023
Forvis Mazars Wealth Advisors
Missouri
$355K -$69.4K -270 -16%
H
2024
HoyleCohen
California
$355K -$7.71K -30 -2%
B
2025
Bellecapital
Switzerland
$349K +$34.7K +135 +11%