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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 %
KC
501
Kadensa Capital
Hong Kong
$19.3M +$19.3M +64,094 New
FLII
502
First Long Island Investors
New York
$19.2M +$19.2M +63,666 New
ACIM
503
Azimuth Capital Investment Management
Michigan
$19.1M -$1.81M -6,019 -9%
CAM
504
Cidel Asset Management
Ontario, Canada
$19M -$149K -495 -0.8%
LIP
505
Lighthouse Investment Partners
Florida
$18.9M +$452K +1,500 +2%
HIMCH
506
Hartford Investment Management Co (HIMCO)
Connecticut
$18.8M -$901K -2,993 -5%
KPWS
507
Kestra Private Wealth Services
Texas
$18.8M +$914K +3,036 +5%
Carson Wealth (CWM LLC)
508
Carson Wealth (CWM LLC)
Nebraska
$18.7M +$3.48M +11,560 +23%
GAM
509
Gotham Asset Management
New York
$18.7M -$3.93M -13,061 -17%
FBB
510
Fulton Breakefield Broenniman
Maryland
$18.7M -$246K -817 -1%
MME
511
Meag Munich Ergo
Germany
$18.6M +$16.8M +55,805 +926%
BAMF
512
BI Asset Management Fondsmaeglerselskab
Denmark
$18.5M -$4.4M -14,622 -19%
BPA
513
Beacon Pointe Advisors
California
$18.5M -$3.63M -12,048 -16%
LSCM
514
Light Street Capital Management
California
$18.5M -$3.16M -10,483 -15%
MC
515
Middleton & Co
Massachusetts
$18.4M -$401K -1,333 -2%
IGAM
516
iA Global Asset Management
Quebec, Canada
$18.4M +$16.7M +55,538 +1,020%
TWC
517
TD Waterhouse Canada
Ontario, Canada
$18.3M +$6.48K +20 +0%
PCIA
518
Prime Capital Investment Advisors
Kansas
$18.2M -$738K -2,449 -4%
SIA
519
Sit Investment Associates
Minnesota
$18.2M -$25.6K -85 -0.1%
LWM
520
Lyell Wealth Management
California
$18.1M -$132K -437 -0.7%
TF
521
Talbot Financial
Washington
$17.9M -$27.4K -91 -0.2%
QCM
522
Quantinno Capital Management
New York
$17.9M +$2.82M +9,353 +19%
WSTAM
523
Wilbanks Smith & Thomas Asset Management
Virginia
$17.7M +$55.4K +184 +0.3%
BL
524
BWCP LP
Texas
$17.7M +$2.27M +7,524 +15%
PR
525
Payden & Rygel
California
$17.6M +$60.2K +200 +0.3%