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 %
PI
2176
Pettee Investors
Connecticut
$266K +$266K +1,034 New
WHCI
2177
W.H. Cornerstone Investments
Massachusetts
$264K +$27K +105 +11%
WH
2178
Willner & Heller
California
$264K +$88.9K +346 +51%
WA
2179
Wambolt & Associates
Colorado
$264K -$55.9K -218 -17%
VI
2180
VanderPol Investments
Michigan
$263K -$110K -428 -29%
GAG
2181
Goodman Advisory Group
Massachusetts
$263K
BWM
2182
BlackDiamond Wealth Management
New York
$263K +$16.4K +66 +7%
TIM
2183
Thompson Investment Management
Wisconsin
$262K +$5.14K +20 +2%
WPW
2184
Warther Private Wealth
Ohio
$261K
CBA
2185
Coastal Bridge Advisors
Connecticut
$261K -$20K -78 -7%
FFG
2186
Frisch Financial Group
New York
$261K +$257 +1 +0.1%
CSIC
2187
Clifford Swan Investment Counsel
California
$260K -$1.03K -4 -0.4%
LA
2188
LexAurum Advisors
Kansas
$260K -$12.6K -49 -5%
SFS
2189
Stiles Financial Services
Minnesota
$260K -$215K -837 -45%
WP
2190
Westmount Partners
California
$258K -$74.1K -289 -22%
SAMT
2191
Select Asset Management & Trust
Pennsylvania
$258K
WRM
2192
Weybosset Research & Management
Rhode Island
$258K +$2.57K +10 +1%
TFA
2193
Trinity Financial Advisors
Ohio
$258K
BIP
2194
Blueprint Investment Partners
North Carolina
$257K -$742K -2,886 -74%
AIMCA
2195
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$257K -$5.78M -22,500 -96%
HCM
2196
Highview Capital Management
Illinois
$257K -$27K -105 -10%
CV
2197
Counterweight Ventures
North Carolina
$257K -$3.86K -15 -1%
CA
2198
CV Advisors
Florida
$257K
CL
2199
CSS LLC
Illinois
$257K
AGA
2200
Arkos Global Advisors
Texas
$257K -$312K -1,213 -55%