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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 %
M
626
MOTCO
Texas
$11.8M -$805K -2,672 -6%
SA
627
SpiderRock Advisors
Delaware
$11.8M +$11.8M +39,192 New
BCM
628
Brookstone Capital Management
Illinois
$11.8M +$187K +622 +2%
MLICM
629
Metropolitan Life Insurance Company (MetLife)
New York
$11.8M -$170K -564 -1%
MIC
630
Means Investment Company
Maine
$11.7M +$284K +942 +2%
PFS
631
Prospera Financial Services
Texas
$11.7M +$2.72M +9,041 +30%
GCM
632
Graham Capital Management
Connecticut
$11.6M -$2.79M -9,250 -19%
CPC
633
Consolidated Planning Corp
Georgia
$11.6M -$322K -1,068 -3%
VC
634
Vestor Capital
Illinois
$11.6M +$2.94M +9,748 +34%
MC
635
Moors & Cabot
Massachusetts
$11.6M +$805K +2,674 +7%
PD
636
Point72 (DIFC)
United Arab Emirates
$11.6M +$11.6M +38,350 New
ETC
637
Exchange Traded Concepts
Oklahoma
$11.4M -$333K -1,107 -3%
KA
638
Kintegral Advisory
New York
$11.4M -$35.6K -118 -0.3%
SCM
639
Shelton Capital Management
Colorado
$11.3M +$4.73M +15,700 +72%
BWL
640
Bogart Wealth LLC
Virginia
$11.2M -$1.2M -3,991 -10%
NAMM
641
NorthStar Asset Management (Massachusetts)
Massachusetts
$11.1M -$3.68M -12,208 -25%
BCM
642
Bridgeway Capital Management
Texas
$11.1M -$1.75M -5,800 -14%
GP
643
Girard Partners
Pennsylvania
$11.1M +$1.46M +4,848 +15%
PCA
644
Pallas Capital Advisors
Massachusetts
$11.1M +$264K +877 +2%
SHGA
645
Sand Hill Global Advisors
California
$11.1M -$584K -1,938 -5%
VIM
646
Vinva Investment Management
Australia
$11.1M +$1.62M +5,375 +17%
RIA
647
RPG Investment Advisory
California
$11M -$31.6K -105 -0.3%
JMFC
648
J.M. Forbes & Co
Massachusetts
$10.9M -$11.4K -38 -0.1%
TCOV
649
Trust Company of Vermont
Vermont
$10.9M -$16.3K -54 -0.1%
IP
650
Interval Partners
New York
$10.8M +$6.63M +22,000 +157%