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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 %
SIC
2526
SJS Investment Consulting
Ohio
$154K +$88.5K +294 +135%
FCAS
2527
First Command Advisory Services
Texas
$152K
LJHT
2528
Laurie J. Hall Trustee
$152K -$10.5K -35 -6%
OIA
2529
Optimum Investment Advisors
Illinois
$151K -$1.51K -5 -1%
KIG
2530
Kessler Investment Group
Indiana
$151K
AP
2531
Atwood & Palmer
Missouri
$150K +$5.72K +19 +4%
POIA
2532
Pin Oak Investment Advisors
Texas
$150K -$16.6K -55 -10%
JWA
2533
JFS Wealth Advisors
Pennsylvania
$143K +$36.7K +122 +35%
DMBA
2534
Deseret Mutual Benefit Administrators
Utah
$141K -$9.04K -30 -6%
MWM
2535
Mascoma Wealth Management
New Hampshire
$141K
RS
2536
Rakuten Securities
Japan
$139K -$48.5K -161 -26%
DCBT
2537
Dakota Community Bank & Trust
North Dakota
$139K -$28.6K -95 -17%
CYG
2538
Clean Yield Group
Vermont
$139K
EPW
2539
Evergreen Private Wealth
Colorado
$138K
BIA
2540
Bell Investment Advisors
California
$138K +$2.11K +7 +2%
WWP
2541
WR Wealth Planners
Missouri
$136K +$136K +453 New
AWM
2542
Activest Wealth Management
Florida
$135K
EMFAT
2543
Emerald Mutual Fund Advisers Trust
Pennsylvania
$135K +$135K +447 New
FFA
2544
Frazier Financial Advisors
Ohio
$133K +$107K +356 +419%
LOIM
2545
Liberty One Investment Management
Illinois
$131K +$131K +436 New
AAP
2546
Arax Advisory Partners
Colorado
$128K -$3.31K -11 -3%
CI
2547
Cordant Inc
Oregon
$127K
SHIM
2548
Stone House Investment Management
Pennsylvania
$126K +$121K +402 +2,233%
FCG
2549
Financial Connections Group
California
$126K
WAM
2550
WFA Asset Management
Wisconsin
$120K