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 %
BIM
2451
Breakwater Investment Management
Washington
$51.4K
S
2452
Sachetta
Massachusetts
$50.6K -$3.35K -13 -6%
T
2453
Tidemark
California
$46.8K -$5.4K -21 -10%
TCM
2454
Tradewinds Capital Management
Washington
$46.8K +$771 +3 +2%
RFA
2455
Register Financial Advisors
Georgia
$46.3K -$118K -457 -72%
BTC
2456
Bank & Trust Company
Illinois
$46.3K +$46.3K +180 New
DSC
2457
Duncker Streett & Co
Missouri
$45.8K +$1.29K +5 +3%
KPP
2458
Kings Path Partners
Texas
$45.3K +$45.3K +176 New
PP
2459
Pingora Partners
Wyoming
$43.7K -$6.43K -25 -13%
CTWM
2460
Cherry Tree Wealth Management
Minnesota
$43.2K -$21.3K -83 -33%
MG
2461
MilWealth Group
Wisconsin
$42.4K
1IA
2462
1620 Investment Advisors
Massachusetts
$40.9K +$40.9K +159 New
WAM
2463
WFA Asset Management
Wisconsin
$40.7K -$62.3K -242 -61%
LIA
2464
Lynx Investment Advisory
District of Columbia
$40.1K +$40.1K +156 New
USB
2465
Union Savings Bank
Connecticut
$39.8K +$9K +35 +29%
CJ
2466
Caitlin John
Michigan
$39.3K -$514 -2 -1%
CAC
2467
Core Alternative Capital
Georgia
$39.3K
SGC
2468
Slocum, Gordon & Co
Rhode Island
$38.6K
IWP
2469
IAG Wealth Partners
Wisconsin
$38.6K +$5.14K +20 +15%
PIS
2470
POM Investment Strategies
North Carolina
$38.3K +$22.6K +88 +144%
PP
2471
Pacifica Partners
Canada
$37.6K +$3.65K +14 +11%
PCWA
2472
Pacific Capital Wealth Advisors
California
$36.5K +$31.1K +121 +576%
GJIA
2473
Glass Jacobson Investment Advisors
Maryland
$36K
RWM
2474
Ruedi Wealth Management
Illinois
$35.7K +$13.6K +53 +62%
AA
2475
AlphaMark Advisors
Kentucky
$35K