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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 %
RFG
2626
REAP Financial Group
Texas
$42.5K
GJIA
2627
Glass Jacobson Investment Advisors
Maryland
$42.2K
PK
2628
Pflug Koory
Nebraska
$41.6K
AA
2629
AlphaMark Advisors
Kentucky
$41K -$904 -3 -2%
PCTC
2630
Perkins Coie Trust Company
Washington
$40.7K -$8.73K -29 -18%
PP
2631
Pacifica Partners
Canada
$39.7K
IWP
2632
IAG Wealth Partners
Wisconsin
$39.2K
FWM
2633
FSA Wealth Management
Massachusetts
$37.9K -$8.13K -27 -18%
FPFS
2634
First Personal Financial Services
North Carolina
$36.7K -$32.5K -108 -47%
CTA
2635
Colonial Trust Advisors
South Carolina
$36.4K +$2.41K +8 +7%
CB
2636
Centennial Bank
Arkansas
$36.1K -$904 -3 -2%
USB
2637
Union Savings Bank
Connecticut
$36.1K
EL
2638
EMFO LLC
Florida
$35.2K
KSWA
2639
Kathleen S. Wright Associates
Pennsylvania
$35.2K
GCM
2640
Gables Capital Management
Florida
$34.9K
OC
2641
Oakworth Capital
Alabama
$34.6K
MA
2642
MCF Advisors
Kentucky
$33.5K -$16.6K -55 -33%
CMA
2643
Cedar Mountain Advisors
Oregon
$33.4K
AP
2644
Aspect Partners
Virginia
$32.8K
RTL
2645
Red Tortoise LLC
Georgia
$32.5K +$32.5K +108 New
RG
2646
Retirement Group
California
$31.6K -$4.82K -16 -13%
TC
2647
Tacita Capital
Ontario, Canada
$30.1K
PO
2648
Private Ocean
California
$27.7K +$3.61K +12 +15%
Cohen & Steers
2649
Cohen & Steers
New York
$27K -$1.52K -5 -5%
KFS
2650
Kelly Financial Services
Massachusetts
$26.8K +$602 +2 +2%