CRM icon

Salesforce

2,742 hedge funds and large institutions have $234B invested in Salesforce in 2024 Q1 according to their latest regulatory filings, with 303 funds opening new positions, 1,114 increasing their positions, 1,024 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,742
Holders Change
+166
Holders Change %
+6.44%
% of All Funds
39.74%
Holding in Top 10
134
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-6.29%
% of All Funds
1.94%
New
303
Increased
1,114
Reduced
1,024
Closed
99
Calls
$4.91B
Puts
$5.24B
Net Calls
-$331M
Net Calls Change
+$1.51B
Name Holding Trade Value Shares
Change
Shares
Change %
HCM
2401
HMS Capital Management
Tennessee
$239K
DWM
2402
Destination Wealth Management
California
$239K +$239K +793 New
MWM
2403
Mosley Wealth Management
California
$239K -$12.7K -42 -5%
TA
2404
TruWealth Advisors
Louisiana
$239K
CFA
2405
Cahill Financial Advisors
Minnesota
$238K +$238K +791 New
MWP
2406
Meridian Wealth Partners
Pennsylvania
$238K +$8.14K +27 +4%
RWM
2407
Revisor Wealth Management
Ohio
$238K +$238K +842 New
BCG
2408
Breakwater Capital Group
New Jersey
$238K -$4.82K -16 -2%
FMP
2409
Financial Management Professionals
Texas
$237K -$7.55K -25 -3%
JLBC
2410
J.L. Bainbridge & Co
Florida
$236K +$4.22K +14 +2%
LAM
2411
Lifestyle Asset Management
Texas
$236K +$236K +784 New
Fiera Capital (Canada)
2412
Fiera Capital (Canada)
Quebec, Canada
$236K +$236K +783 New
MFS
2413
Madrona Financial Services
Washington
$236K +$236K +782 New
RP
2414
Riverwater Partners
Wisconsin
$235K -$114K -380 -33%
GWP
2415
Gateway Wealth Partners
Wisconsin
$235K +$235K +779 New
ONSWM
2416
Old North State Wealth Management
North Carolina
$235K -$2.67M -8,859 -92%
A
2417
AJOVista
Massachusetts
$233K
SWA
2418
Sax Wealth Advisors
New Jersey
$233K +$233K +775 New
VCM
2419
Versant Capital Management
Arizona
$230K +$14.2K +47 +7%
MSS
2420
Mitchell Sinkler & Starr
Pennsylvania
$230K +$230K +765 New
MBTD
2421
Mechanics Bank - Trust Department
California
$230K +$230K +765 New
SCM
2422
SOL Capital Management
Maryland
$230K -$45.2K -150 -16%
EFG
2423
Ethos Financial Group
Pennsylvania
$230K -$19.9K -66 -8%
EPA
2424
Element Pointe Advisors
Florida
$230K -$38.6K -128 -14%
EB
2425
Exchange Bank
California
$229K +$229K +759 New