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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 %
JSAM
2701
J. Safra Asset Management
New York
$9.34K +$9.34K +31 New
GGI
2702
Godsey & Gibb Inc
Virginia
$9.04K
ECM
2703
Everence Capital Management
Indiana
$8.78K
BG
2704
Bollard Group
Massachusetts
$8K
AFWM
2705
Abich Financial Wealth Management
Virginia
$7.83K +$2.41K +8 +44%
EC
2706
EntryPoint Capital
New York
$7.83K +$7.83K +26 New
CWA
2707
Carolina Wealth Advisors
South Carolina
$7.83K
PWA
2708
Provenance Wealth Advisors
Florida
$7.53K
ACM
2709
Anfield Capital Management
California
$7.53K +$7.53K +25 New
CJH
2710
Christopher J. Hasenberg
Wisconsin
$7.23K +$7.23K +24 New
JGIA
2711
Jackson Grant Investment Advisers
Connecticut
$6.63K
PCWA
2712
Pacific Capital Wealth Advisors
California
$6.33K +$6.33K +21 New
GIS
2713
Grayhawk Investment Strategies
Alberta, Canada
$6.02K -$1.71M -5,668 -100%
CHA
2714
Carmichael Hill & Associates
Maryland
$5.72K
RAM
2715
Riggs Asset Management
Pennsylvania
$5.72K +$5.72K +19 New
VL
2716
Vima LLC
Michigan
$5.59K
BHWM
2717
Beaird Harris Wealth Management
Texas
$5.42K
LWA
2718
Lowe Wealth Advisors
Maryland
$5.42K
CA
2719
Centerpoint Advisors
Massachusetts
$5K
KFP
2720
Keener Financial Planning
Texas
$5K
PS
2721
PayPay Securities
Japan
$4.22K -$1.51K -5 -26%
LAM
2722
Lummis Asset Management
Texas
$4.22K
MFT
2723
Moisand Fitzgerald Tamayo
Florida
$4.22K
FIA
2724
FPC Investment Advisory
California
$4.14K +$4.14K +15 New
ACA
2725
American Capital Advisory
Idaho
$4K -$67.9K -340 -94%