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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 %
GWM
551
GDS Wealth Management
Texas
$15.5M +$646K +2,144 +4%
GVAG
552
Great Valley Advisor Group
Delaware
$15.3M +$5.51M +18,279 +56%
PWM
553
Perigon Wealth Management
California
$15.3M -$32.5K -108 -0.2%
MIM
554
Marco Investment Management
Georgia
$15.1M -$128K -425 -0.8%
MCM
555
Mill Capital Management
North Carolina
$15.1M +$135K +447 +0.9%
QFA
556
Quattro Financial Advisors
Texas
$15.1M +$15M +49,737 +18,911%
SI
557
Sora Investors
Pennsylvania
$15.1M +$15.1M +50,000 New
OAC
558
OMERS Administration Corp
Ontario, Canada
$15M +$1.77M +5,864 +13%
IIM
559
INTECH Investment Management
Florida
$14.9M +$6.67M +22,145 +81%
CA
560
Cornerstone Advisors
North Carolina
$14.8M -$241K -800 -2%
RJT
561
Raymond James Trust
Florida
$14.8M +$1.6M +5,301 +12%
NMERB
562
New Mexico Educational Retirement Board
New Mexico
$14.8M -$602K -2,000 -4%
CWM
563
Congress Wealth Management
Massachusetts
$14.6M +$12.7M +42,177 +656%
CTA
564
Chesley Taft & Associates
Illinois
$14.6M -$312K -1,037 -2%
Parallax Volatility Advisers
565
Parallax Volatility Advisers
California
$14.6M +$14.6M +48,427 New
BCMO
566
Buckingham Capital Management (Ohio)
Ohio
$14.5M -$362K -1,202 -2%
WorldQuant Millennium Advisors
567
WorldQuant Millennium Advisors
New York
$14.5M +$11.5M +38,338 +395%
EWM
568
Edge Wealth Management
New York
$14.4M -$6.02K -20 -0%
OCM
569
One Capital Management
California
$14.4M -$634K -2,105 -4%
CIS
570
Connors Investor Services
Pennsylvania
$14.4M -$1.51M -5,002 -9%
ASN
571
Advisory Services Network
Georgia
$14.3M +$301K +1,001 +2%
OIA
572
OneDigital Investment Advisors
Kansas
$14.2M +$2.16M +7,159 +18%
IMRF
573
Illinois Municipal Retirement Fund
Illinois
$14.2M +$645K +2,140 +5%
NSLI
574
Nan Shan Life Insurance
Taiwan
$14.2M -$57.4M -190,437 -80%
WTC
575
WhitTier Trust Company
Nevada
$14.1M +$622K +2,066 +5%