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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 %
Wealth Enhancement Advisory Services
351
Wealth Enhancement Advisory Services
Minnesota
$43.4M +$21.2M +70,253 +95%
ECM
352
ExodusPoint Capital Management
New York
$42.8M -$3.32M -11,018 -7%
MIS
353
Morningstar Investment Services
Illinois
$42.6M -$42.4M -140,733 -50%
M&T Bank
354
M&T Bank
New York
$42.5M -$8.8M -29,222 -17%
SG Americas Securities
355
SG Americas Securities
New York
$42.3M +$23.9M +79,192 +129%
RFC
356
Regions Financial Corp
Alabama
$41.6M +$313K +1,040 +0.8%
Cambridge Investment Research Advisors
357
Cambridge Investment Research Advisors
Iowa
$41.5M +$1.23M +4,086 +3%
GAM
358
Guinness Asset Management
United Kingdom
$41.5M +$3.5M +11,620 +9%
AAM
359
Aureus Asset Management
Massachusetts
$41.3M -$282K -937 -0.7%
GC
360
Guggenheim Capital
Illinois
$41.2M -$933K -3,097 -2%
ADEF
361
Adams Diversified Equity Fund
Maryland
$40.9M
WP
362
Woodline Partners
California
$40.9M -$11M -36,547 -21%
Credit Agricole
363
Credit Agricole
France
$40M +$10.4M +38,300 +35%
YCM
364
Yousif Capital Management
Michigan
$39.8M -$1.25M -4,163 -3%
CAN
365
Cetera Advisor Networks
California
$39.8M +$2.63M +8,730 +7%
MML Investors Services
366
MML Investors Services
Massachusetts
$39.5M +$2.68M +8,890 +7%
CA
367
Cetera Advisors
Colorado
$39.5M +$8.43M +27,976 +27%
LP
368
LMR Partners
United Kingdom
$39.1M +$39.1M +129,892 New
FSA
369
Franklin Street Advisors
North Carolina
$38.5M -$55.1K -183 -0.1%
HCM
370
Hollencrest Capital Management
California
$38.5M -$2.11M -7,000 -5%
MOACM
371
Mutual of America Capital Management
New York
$38.2M -$995K -3,305 -3%
BPWM
372
Badgley Phelps Wealth Managers
Washington
$37.5M -$1.21M -4,017 -3%
GT
373
Glenmede Trust
Pennsylvania
$37.4M +$2.76M +9,159 +8%
CAM
374
Cresset Asset Management
Illinois
$37.4M +$3.51M +11,624 +10%
SPIA
375
Steward Partners Investment Advisory
New York
$37.2M +$5.23M +17,349 +16%