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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 %
TSWM
2501
Tyler-Stone Wealth Management
Ohio
$203K +$5.42K +18 +3%
FNWA
2502
Financial Network Wealth Advisors
Utah
$202K +$202K +672 New
CB
2503
Cadence Bank
Mississippi
$202K +$202K +672 New
HAC
2504
Harbor Advisory Corp
New Hampshire
$202K +$202K +671 New
KWMG
2505
King Wealth Management Group
Florida
$202K +$202K +670 New
CWM
2506
Campbell Wealth Management
Virginia
$202K +$202K +671 New
EFL
2507
ERn Financial LLC
Wisconsin
$202K +$202K +670 New
LA
2508
Latitude Advisors
Florida
$201K +$201K +669 New
CWA
2509
Centennial Wealth Advisory
Michigan
$201K +$201K +668 New
CA
2510
Corrado Advisors
New Jersey
$200K +$200K +665 New
DIP
2511
DT Investment Partners
Pennsylvania
$199K
UIA
2512
Ulland Investment Advisors
Minnesota
$199K +$197K +656 +10,933%
AIC
2513
Archer Investment Corporation
Indiana
$198K +$64.5K +214 +48%
RG
2514
Richelieu Gestion
France
$196K +$15.1K +50 +8%
RFA
2515
Register Financial Advisors
Georgia
$192K +$192K +637 New
SWS
2516
SYSTM Wealth Solutions
Illinois
$191K -$3.62K -12 -2%
PP
2517
Paloma Partners
Connecticut
$187K +$187K +620 New
HDIM
2518
Hanson & Doremus Investment Management
Vermont
$183K +$33.5K +111 +22%
GC
2519
Globeflex Capital
California
$181K
HWP
2520
Highline Wealth Partners
California
$178K +$14.5K +48 +9%
AWM
2521
Abound Wealth Management
Tennessee
$177K +$9.94K +33 +6%
TF
2522
Tompkins Financial
New York
$172K
FCT
2523
First Community Trust
Iowa
$168K +$158K +525 +1,591%
AAG
2524
Accordant Advisory Group
Maryland
$164K +$164K +544 New
CWC
2525
Carolinas Wealth Consulting
North Carolina
$160K +$36.5K +121 +30%