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 %
KIG
2301
Kowal Investment Group
Wisconsin
$215K +$215K +836 New
SW
2302
SkyOak Wealth
Michigan
$215K +$215K +836 New
WE
2303
Wealth Effects
Massachusetts
$215K -$5.14K -20 -2%
BCG
2304
Breakwater Capital Group
New Jersey
$214K +$11.6K +45 +6%
AWA
2305
Archvest Wealth Advisors
California
$214K
FC
2306
Forte Capital
New York
$214K
MWP
2307
Meridian Wealth Partners
Pennsylvania
$213K +$10.5K +41 +5%
SWM
2308
Silverlake Wealth Management
Vermont
$213K -$50.4K -196 -19%
CMS
2309
Capital Market Strategies
Florida
$213K +$213K +829 New
EA
2310
Ellsworth Advisors
Ohio
$213K
AIM
2311
Arcadia Investment Management
Michigan
$213K -$129K -500 -38%
MCM
2312
Manchester Capital Management
Vermont
$213K -$15.4K -60 -7%
RA
2313
Rise Advisors
New York
$212K -$7.46K -29 -3%
MWM
2314
Marion Wealth Management
Pennsylvania
$211K +$34.5K +134 +20%
AI
2315
Arvest Investments
Arkansas
$210K +$31.4K +122 +18%
ACG
2316
Allen Capital Group
Nebraska
$210K -$10.3K -40 -5%
LFG
2317
Lockerman Financial Group
California
$210K +$210K +816 New
WDC
2318
Woodward Diversified Capital
California
$210K -$800K -3,110 -79%
TA
2319
Townsend & Associates
Colorado
$209K -$26.5K -101 -11%
FNWM
2320
Financial Network Wealth Management
Utah
$209K +$209K +816 New
ASC
2321
Atalanta Sosnoff Capital
New York
$209K -$44.8M -174,191 -100%
APG
2322
Abacus Planning Group
South Carolina
$209K -$3.34K -13 -2%
ACC
2323
Acorn Creek Capital
Colorado
$208K -$18.3K -71 -8%
CAAS
2324
Capital Asset Advisory Services
Michigan
$208K -$24.5K -97 -11%
EWM
2325
Elevatus Welath Management
New York
$207K -$26K -101 -11%