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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 %
TC
2676
Trust Company
Kansas
$18.1K
AFS
2677
Annapolis Financial Services
Maryland
$17.8K
PP
2678
PFS Partners
New Jersey
$17.5K
WF
2679
WoodTrust Financial
Wisconsin
$16.9K -$515 -1,711 -3%
PCC
2680
Park Circle Company
Maryland
$16.3K
EA
2681
Evolution Advisers
Virginia
$16K -$1.6K -5 -9%
PP
2682
PrairieView Partners
Minnesota
$16K
TCM
2683
TruNorth Capital Management
Michigan
$15.7K +$15.7K +52 New
VWWMG
2684
Vermillion & White Wealth Management Group
Pennsylvania
$15.4K +$9.64K +32 +168%
NI
2685
NCP Inc
California
$15.4K +$15.4K +51 New
MFC
2686
Mechanics Financial Corp
Ohio
$15.1K
RWA
2687
Redmont Wealth Advisors
Illinois
$15.1K +$15.1K +50 New
AT
2688
Arlington Trust
Alabama
$14.2K -$5.42K -18 -28%
CMP
2689
Coston McIsaac & Partners
Maine
$14K
NECFA
2690
New England Capital Financial Advisors
Connecticut
$13.6K
WRM
2691
Weybosset Research & Management
Rhode Island
$12.8K -$641 -50 -5%
CCA
2692
Criterion Capital Advisors
Tennessee
$12.7K
MBFW
2693
Morton Brown Family Wealth
Pennsylvania
$12.7K
WCM
2694
Westend Capital Management
California
$12.3K +$12.3K +41 New
AWM
2695
Atticus Wealth Management
Florida
$10.8K -$3.61K -12 -25%
CTB
2696
Country Trust Bank
Illinois
$10.8K +$10.8K +36 New
DPW
2697
DiNuzzo Private Wealth
Pennsylvania
$10.2K
HWM
2698
HighMark Wealth Management
Minnesota
$9.94K +$9.94K +20 New
PAM
2699
Palisade Asset Management
Minnesota
$9.64K +$9.64K +32 New
GIM
2700
Gold Investment Management
Alberta, Canada
$9.34K