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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 %
GFL
2651
Granite FO LLC
New Hampshire
$26.7K +$3.63K +14 +16%
RWM
2652
Ruedi Wealth Management
Illinois
$25.9K +$16.9K +56 +187%
SRCM
2653
Signature Resources Capital Management
California
$25.5K
PA
2654
Pineridge Advisors
Missouri
$24.1K -$47.6K -158 -66%
BMC
2655
Bear Mountain Capital
Washington
$23.8K -$3.04K -11 -11%
WAG
2656
Wiser Advisor Group
Arizona
$23.2K
HWA
2657
HHM Wealth Advisors
Tennessee
$23.2K +$9.94K +33 +75%
DMKJ
2658
David M. Knott Jr
$23K
SWM
2659
Sugarloaf Wealth Management
Georgia
$22.9K
FP
2660
Financial Perspectives
Minnesota
$22.6K -$602 -2 -3%
VWA
2661
Valued Wealth Advisors
Utah
$22.3K +$9.35K +31 +72%
BAM
2662
Bellevue Asset Management
Washington
$21.1K
VAMG
2663
Voisard Asset Management Group
Michigan
$20.8K
CAM
2664
Costello Asset Management
Pennsylvania
$20.8K
FDCP
2665
Foster Dykema Cabot & Partners
Massachusetts
$20.5K +$19.6K +65 +2,167%
BGAI
2666
Bruce G. Allen Investments
Colorado
$20.5K -$3.92K -13 -16%
FWA
2667
FSC Wealth Advisors
New York
$20.5K
OLVIG
2668
Oliver Lagore Vanvalin Investment Group
Michigan
$20.2K -$10.5K -35 -34%
SL
2669
Salomon & Ludwin
Virginia
$19.6K +$19.6K +65 New
AW
2670
Avion Wealth
Texas
$19K +$3.32K +11 +21%
FPB
2671
First PREMIER Bank
South Dakota
$19K +$16K +53 +530%
IPW
2672
Impact Partnership Wealth
Georgia
$19K -$16.9K -56 -47%
NMM
2673
Naples Money Management
Florida
$19K
LFASL
2674
Lugano Financial Advisors SA (LFA)
Switzerland
$18.7K
PIS
2675
POM Investment Strategies
North Carolina
$18.4K +$18.4K +61 New