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 %
GAG
2276
GM Advisory Group
New York
$227K +$227K +882 New
PFA
2277
Pure Financial Advisors
California
$226K +$10.3K +40 +5%
RAS
2278
RPS Advisory Solutions
Kentucky
$226K +$226K +880 New
RMCM
2279
Reynders McVeigh Capital Management
Massachusetts
$226K -$6.42K -25 -3%
WG
2280
Welch Group
Alabama
$226K -$771 -3 -0.3%
TFM
2281
TFC Financial Management
Massachusetts
$226K -$514 -2 -0.2%
UAG
2282
United Advisor Group
Ohio
$225K +$225K +877 New
BCM
2283
BluePointe Capital Management
California
$225K -$287K -1,118 -56%
SNBOSD
2284
Security National Bank of So Dak
Iowa
$224K -$1.54K -6 -0.7%
FWM
2285
Foguth Wealth Management
Michigan
$224K -$775K -3,015 -78%
CWM
2286
Campbell Wealth Management
Virginia
$224K +$51.4K +200 +30%
HB
2287
Horizon Bancorp
Indiana
$222K +$15.1K +59 +7%
SAF
2288
Smith Anglin Financial
Texas
$222K -$25K -97 -10%
WSWA
2289
Warren Street Wealth Advisors
California
$221K +$5.14K +20 +2%
MWA
2290
Motive Wealth Advisors
Michigan
$220K -$15.9K -62 -7%
GWM
2291
Gray Wealth Management
Maine
$220K +$11.8K +46 +6%
BWM
2292
Blossom Wealth Management
California
$219K -$5.14K -20 -2%
FC
2293
FORA Capital
Florida
$218K +$218K +849 New
HP
2294
Holistic Planning
Texas
$218K
TA
2295
TruWealth Advisors
Louisiana
$218K +$14.4K +56 +7%
WFA
2296
Wellspring Financial Advisors
Ohio
$218K -$62.8K -244 -22%
GCP
2297
Gill Capital Partners
Colorado
$217K +$17.5K +68 +9%
QFA
2298
Quantum Financial Advisors
California
$216K
AF
2299
Affiance Financial
Minnesota
$216K +$41.9K +163 +24%
VIM
2300
Vista Investment Management
Pennsylvania
$215K +$215K +837 New