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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 %
FFA
2801
Founders Financial Alliance
North Carolina
-$271K -1,031 Closed
PNAA
2802
Pictet North America Advisors
Switzerland
-$256K -972 Closed
OHWA
2803
Oak Hill Wealth Advisors
Virginia
-$256K -972 Closed
MFA
2804
Morling Financial Advisors
California
-$247K -939 Closed
MIA
2805
MainStreet Investment Advisors
Illinois
-$244K -927 Closed
LCWP
2806
Legacy Capital Wealth Partners
Arkansas
-$239K -909 Closed
SAM
2807
Shikiar Asset Management
New York
-$237K -900 Closed
AWP
2808
Avid Wealth Partners
Texas
-$236K -898 Closed
AI
2809
Accredited Investors
Minnesota
-$235K -892 Closed
HG
2810
Harbor Group
New Hampshire
-$233K -886 Closed
MPW
2811
MGO Private Wealth
California
-$232K -883 Closed
LAS
2812
LWM Advisory Services
Florida
-$227K -864 Closed
LCM
2813
LRT Capital Management
Texas
-$222K -844 Closed
FNWM
2814
Financial Network Wealth Management
Utah
-$214K -816 Closed
WIA
2815
World Investment Advisors
California
-$214K -815 Closed
RWM
2816
RKL Wealth Management
Pennsylvania
-$210K -798 Closed
HNWAG
2817
High Net Worth Advisory Group
Florida
-$210K -797 Closed
3IP
2818
3Chopt Investment Partners
Virginia
-$208K -791 Closed
CWM
2819
Concentrum Wealth Management
California
-$203K -771 Closed
VCM
2820
Vivaldi Capital Management
Illinois
-$215K -765 Closed
FBC
2821
Fairfield, Bush & Co
Connecticut
-$178K -676 Closed
BDS
2822
Banco de Sabadell
Florida
-$154K -580 Closed
EC
2823
EdgeRock Capital
Colorado
-$143K -500 Closed
BCM
2824
Bourgeon Capital Management
Connecticut
-$84.7K -322 Closed
AWM
2825
Able Wealth Management
New Jersey
-$69.7K -265 Closed