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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 %
DCP
2576
DSM Capital Partners
Florida
$90.1K
GFPC
2577
Global Financial Private Client
Florida
$89.8K
LCM
2578
Logan Capital Management
Pennsylvania
$89.8K
EFMH
2579
E Fund Management (HK)
Hong Kong
$89K +$89K +297 New
DAM
2580
Delta Asset Management
Tennessee
$88.8K
BC
2581
Barrett & Company
Rhode Island
$85.8K +$52.7K +175 +159%
NCM
2582
Northwest Capital Management
Oregon
$85.2K
BBPWM
2583
Blue Bell Private Wealth Management
Pennsylvania
$85.2K +$1.21K +4 +1%
CPG
2584
Cornerstone Planning Group
New Jersey
$84.6K -$19.4K -71 -19%
DF
2585
Dunhill Financial
United Kingdom
$80.2K +$3.62K +12 +5%
JAM
2586
JCIC Asset Management
Ontario, Canada
$79.5K +$12K +40 +18%
TVWM
2587
Tower View Wealth Management
Wisconsin
$78.3K
QL
2588
Quarry LP
New York
$78.3K +$20.2K +67 +35%
EWP
2589
Elevation Wealth Partners
California
$78K -$3.31K -11 -4%
CAM
2590
Creekmur Asset Management
Illinois
$76.8K +$36.4K +121 +90%
LF
2591
LifeSteps Financial
California
$76.2K +$76.2K +253 New
CTWM
2592
Cherry Tree Wealth Management
Minnesota
$75.6K
HFS
2593
Horizon Financial Services
North Carolina
$74.1K +$74.1K +246 New
AAG
2594
Armstrong Advisory Group
Massachusetts
$73.9K
TAM
2595
Tucker Asset Management
Colorado
$72.6K +$17.8K +59 +32%
HFM
2596
Hartford Financial Management
Connecticut
$70.8K -$7.23K -24 -9%
IFAM
2597
Institutional & Family Asset Management
Colorado
$69.6K -$5.12K -17 -7%
OA
2598
Operose Advisors
Wisconsin
$69.6K
TIM
2599
Tortoise Investment Management
New York
$69.6K +$10.8K +36 +18%
PCFFS
2600
Pacific Center for Financial Services
California
$69.3K +$13.9K +46 +25%