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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 %
OP
2601
ORG Partners
Indiana
$68.6K -$1.93M -6,377 -97%
CFS
2602
CGC Financial Services
Oregon
$67.2K
BWP
2603
Baldwin Wealth Partners
Massachusetts
$64.2K -$124K -412 -66%
ME
2604
McIlrath & Eck
Washington
$62.6K +$6.02K +20 +11%
T
2605
Tidemark
California
$61.1K -$16.9K -56 -22%
BIM
2606
Breakwater Investment Management
Washington
$60.2K +$60.2K +200 New
BC
2607
Belmont Capital
California
$59.6K +$29.2K +97 +96%
PP
2608
Pingora Partners
Wyoming
$58.7K +$58.7K +195 New
MHR
2609
Matthew Hamilton Rosenberg
$58.6K
HMS
2610
Hanseatic Management Services
New Mexico
$58.1K
PBK
2611
Peoples Bank (Kansas)
Kansas
$57.2K
CSC
2612
Caldwell Sutter Capital
California
$55.7K -$2.41K -8 -4%
S
2613
Sachetta
Massachusetts
$55K
TCM
2614
Tradewinds Capital Management
Washington
$53.9K +$1.51K +5 +3%
DSC
2615
Duncker Streett & Co
Missouri
$52.1K +$51.2K +170 +5,667%
MSG
2616
Main Street Group
Virginia
$51K +$15.1K +50 +42%
MIM
2617
Macroview Investment Management
Maryland
$50.6K
MG
2618
MilWealth Group
Wisconsin
$49.7K
CJ
2619
Caitlin John
Michigan
$46.7K -$2.11K -7 -4%
FF
2620
Friedenthal Financial
New Jersey
$46.7K +$46.7K +155 New
CAC
2621
Core Alternative Capital
Georgia
$46.1K -$227K -753 -83%
SGC
2622
Slocum, Gordon & Co
Rhode Island
$45.2K -$20.5K -68 -31%
HI
2623
Hoey Investments
Pennsylvania
$45.2K
SC
2624
Steph & Co
Wisconsin
$45.2K +$25.3K +84 +127%
GIA
2625
GHP Investment Advisors
Colorado
$44.9K