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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 %
FIM
2551
Fernwood Investment Management
Massachusetts
$120K +$120K +400 New
WTG
2552
West Tower Group
Virginia
$120K +$120K +400 New
PMFA
2553
Plante Moran Financial Advisors
Michigan
$120K +$31.6K +105 +36%
ACA
2554
Atlas Capital Advisors
Wyoming
$119K
GKIM
2555
GW&K Investment Management
Massachusetts
$118K -$8.45K -28 -7%
RFG
2556
RFP Financial Group
Georgia
$117K +$18.4K +61 +19%
VIA
2557
Virtus Investment Advisers
Connecticut
$113K -$12K -40 -10%
HGERS
2558
Householder Group Estate & Retirement Specialist
Arizona
$113K -$301 -1 -0.3%
EFP
2559
EnRich Financial Partners
Wisconsin
$112K +$112K +373 New
CSWM
2560
Cassady Schiller Wealth Management
Ohio
$112K +$1.81K +6 +2%
MS
2561
Mizuho Securities
Japan
$111K -$642K -2,130 -85%
NIC
2562
Northwest Investment Counselors
Oregon
$109K +$109K +362 New
RCM
2563
Richardson Capital Management
Wisconsin
$108K +$97.3K +323 +873%
CHC
2564
City Holding Co
West Virginia
$108K
FIM
2565
FWL Investment Management
Texas
$108K +$32.5K +108 +43%
PWMG
2566
Private Wealth Management Group
New Jersey
$105K +$12.7K +42 +14%
ECM
2567
Estabrook Capital Management
New York
$99.7K
BHWM
2568
Bay Harbor Wealth Management
Maryland
$98K +$302 +1 +0.3%
OAJ
2569
Ogorek Anthony Joseph
New York
$94K
GAA
2570
Global Assets Advisory
Florida
$94K +$94K +28,412 New
PWMG
2571
Prestige Wealth Management Group
New Jersey
$93.8K -$1.51K -5 -2%
MLA
2572
MB, Levis & Associates
Pennsylvania
$93.7K
MSE
2573
MUFG Securities EMEA
United Kingdom
$93.4K -$1.27M -4,221 -93%
BONH
2574
Bank of New Hampshire
New Hampshire
$93.4K
SFFS
2575
Stonehage Fleming Financial Services
Jersey
$90.9K +$90.9K +455 New