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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 %
SCA
651
Snowden Capital Advisors
New York
$10.8M +$705K +2,338 +7%
MGWM
652
Marks Group Wealth Management
Minnesota
$10.7M +$82.8K +275 +0.8%
AAS
653
Avantax Advisory Services
Texas
$10.7M +$741K +2,460 +7%
CA
654
CSM Advisors
Pennsylvania
$10.7M +$160K +530 +2%
MHC
655
Meyer Handelman Company
New York
$10.6M +$4.52K +15 +0%
HAM
656
Honeycomb Asset Management
New York
$10.5M +$10.5M +35,000 New
PTC
657
Philadelphia Trust Company
Pennsylvania
$10.5M +$340K +1,129 +3%
EF
658
Empirical Finance
Pennsylvania
$10.4M +$346K +1,150 +3%
RMA
659
Roffman Miller Associates
Pennsylvania
$10.4M -$517K -1,717 -5%
NRG
660
Nemes Rush Group
Michigan
$10.3M +$58.1K +193 +0.6%
NCM
661
Novare Capital Management
North Carolina
$10.3M +$116K +385 +1%
WC
662
Whitney & Co
New York
$10.2M +$113K +375 +1%
AIM
663
Artemis Investment Management
United Kingdom
$10.1M +$45.8K +152 +0.5%
GIM
664
Grassi Investment Management
California
$10.1M -$60.2K -200 -0.6%
SWA
665
Stratos Wealth Advisors
Ohio
$10.1M +$319K +1,058 +3%
MTWSIF
666
Mivtachim The Workers Social Insurance Fund
Israel
$10M -$3.31M -11,000 -25%
CSPIA
667
Cary Street Partners Investment Advisory
Virginia
$9.89M +$736K +2,445 +8%
BIAS
668
Beacon Investment Advisory Services
New Jersey
$9.87M -$205K -681 -2%
CGA
669
Compound Global Advisors
Washington
$9.83M +$9.83M +32,633 New
WS
670
Wedbush Securities
California
$9.82M +$936K +3,109 +11%
ET
671
Equitable Trust
Tennessee
$9.8M -$4.59M -15,240 -32%
IAA
672
Independent Advisor Alliance
North Carolina
$9.79M +$900K +2,989 +10%
MIC
673
Maxi Investments CY
Cyprus
$9.79M
KeyBank National Association
674
KeyBank National Association
Ohio
$9.73M -$904 -3 -0%
AWA
675
Arkadios Wealth Advisors
Georgia
$9.63M +$138K +459 +1%