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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 %
ZDA
676
Zweig-DiMenna Associates
New York
$9.62M +$9.62M +31,950 New
KRSITF
677
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$9.62M -$819K -2,719 -8%
FNT
678
First National Trust
Pennsylvania
$9.61M -$3.31K -11 -0%
CWM
679
CMH Wealth Management
New Hampshire
$9.61M -$4.88M -16,183 -34%
PA
680
Pinnacle Associates
New York
$9.6M +$60.2K +200 +0.6%
Acadian Asset Management
681
Acadian Asset Management
Massachusetts
$9.57M -$2.18M -7,232 -19%
SB
682
Simmons Bank
Arkansas
$9.56M +$248K +825 +3%
BCM
683
Barrier Capital Management
California
$9.42M +$1.61M +5,340 +21%
FAM
684
Fred Alger Management
New York
$9.3M +$7.39M +24,529 +386%
SRC
685
Shufro Rose & Co
New York
$9.25M +$226K +751 +3%
VI
686
Vestcor Inc
New Brunswick, Canada
$9.25M +$54.5K +181 +0.6%
NMIMC
687
Northwestern Mutual Investment Management Company
Wisconsin
$9.25M -$24.4K -81 -0.3%
LFAS
688
Level Four Advisory Services
Texas
$9.22M +$366K +1,392 +4%
BFIM
689
Beese Fulmer Investment Management
Ohio
$9.2M +$785K +2,607 +9%
Lido Advisors
690
Lido Advisors
California
$9.17M +$492K +1,630 +6%
KIA
691
Knollwood Investment Advisory
Maryland
$9.15M +$1.87M +6,200 +26%
PA
692
Procyon Advisors
Connecticut
$9.05M -$6.93K -23 -0.1%
TAM
693
Telemark Asset Management
Massachusetts
$9.04M
HCMT
694
Highland Capital Management (Tennessee)
Tennessee
$9.02M -$274K -909 -3%
BC
695
Burney Company
Virginia
$8.98M +$117K +390 +1%
LOAMS
696
Lombard Odier Asset Management (Switzerland)
Switzerland
$8.79M +$4.2M +13,953 +92%
CCM
697
Channing Capital Management
Illinois
$8.78M -$1.97M -6,545 -18%
USAA
698
United Services Automobile Association
Texas
$8.76M
SSA
699
Sierra Summit Advisors
Nevada
$8.67M -$67.8K -225 -0.8%
IMCOOI
700
Investment Management Corp of Ontario (IMCO)
Canada
$8.66M -$9.23M -30,653 -52%