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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 %
RDFA
2726
Ritter Daniher Financial Advisory
Ohio
$3.92K
TWD
2727
True Wealth Design
Ohio
$3.92K +$1.81K +6 +86%
DWA
2728
Delos Wealth Advisors
Texas
$3.92K +$2.11K +7 +117%
CIR
2729
Clear Investment Research
Georgia
$3.61K -$8.73K -29 -71%
PCA
2730
Providence Capital Advisors
North Carolina
$3.31K +$3.31K +11 New
SA
2731
Scarborough Advisors
Maryland
$3.01K +$3.01K +10 New
TCM
2732
TD Capital Management
Tennessee
$2.71K
FSWA
2733
Financial Synergies Wealth Advisors
Texas
$2.71K +$2.71K +9 New
TLCM
2734
Twin Lakes Capital Management
California
$2.41K
MFG
2735
Mendota Financial Group
Wisconsin
$2.11K -$30.1K -100 -93%
SWM
2736
Sanctuary Wealth Management
Idaho
$1.81K
DF
2737
DecisionPoint Financial
Arizona
$1.65K
PCM
2738
Perritt Capital Management
Illinois
$1.51K
SC
2739
Stephens Consulting
Michigan
$1.21K
PSB
2740
Piscataqua Savings Bank
New Hampshire
$1.2K +$1.2K +4 New
PGAM
2741
Princeton Global Asset Management
New Jersey
$904 -$9.64K -32 -91%
IA
2742
IFS Advisors
Kansas
$903
KHC
2743
Koesten Hirschmann & Crabtree
Kansas
$302
DWM
2744
Dogwood Wealth Management
Kansas
$34 -$47
PIF
2745
Public Investment Fund
Saudi Arabia
-$697M -2,650,225 Closed
IFP
2746
Independent Franchise Partners
United Kingdom
-$557M -2,116,336 Closed
Swedbank
2747
Swedbank
Sweden
-$247M -938,357 Closed
NMO
2748
Newlands Management Operations
Texas
-$132M -500,618 Closed
TC
2749
Tairen Capital
Hong Kong
-$97.8M -371,494 Closed
JWBC
2750
John W. Bristol & Co
New York
-$65.6M -249,280 Closed