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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 %
PWG
701
Portside Wealth Group
Utah
$8.63M -$546K -1,813 -6%
SVCP
702
Silicon Valley Capital Partners
California
$8.61M +$981K +3,258 +13%
SWM
703
Selective Wealth Management
Virginia
$8.6M -$280K -933 -3%
CAM
704
ClariVest Asset Management
California
$8.56M -$20.3M -67,368 -70%
WFG
705
Wormser Freres Gestion
France
$8.53M -$2.78M -8,920 -25%
CK
706
Cohen Klingenstein
New York
$8.52M
SPC
707
Sigma Planning Corp
Michigan
$8.5M +$5.02M +16,670 +144%
SAS
708
Stelac Advisory Services
New York
$8.48M
LNC
709
Lincoln National Corp
Pennsylvania
$8.45M +$677K +2,247 +9%
PAS
710
Park Avenue Securities
New York
$8.43M +$1.96M +6,492 +30%
AG
711
AIA Group
Hong Kong
$8.41M +$1.06M +3,520 +14%
MFS
712
Mirabella Financial Services
United Kingdom
$8.38M +$5.58M +18,541 +200%
BWFA
713
Baltimore-Washington Financial Advisors
Maryland
$8.37M +$277K +920 +3%
SI
714
Symmetry Investments
Jersey
$8.37M +$5.45M +18,079 +186%
MCM
715
McRae Capital Management
New Jersey
$8.36M -$102K -340 -1%
SW
716
Simplicity Wealth
New Jersey
$8.27M +$7.82M +25,966 +1,753%
SA
717
Strategic Advisors
New York
$8.26M -$149K -496 -2%
HVIA
718
Hudson Valley Investment Advisors
New York
$8.24M +$1.19M +3,941 +17%
BJL
719
Brighton Jones LLC
Washington
$8.23M -$464K -1,542 -5%
LNWWM
720
Laird Norton Wetherby Wealth Management
California
$8.19M +$102K +338 +1%
PIM
721
Plato Investment Management
Australia
$8.17M +$7.12M +23,645 +678%
GAM
722
Groupama Asset Management
France
$8.16M -$8.21M -20,434 -50%
DWM
723
Dakota Wealth Management
Florida
$8.16M +$1.76M +5,853 +28%
ZIM
724
Zacks Investment Management
Illinois
$8.14M +$998K +3,313 +14%
SM
725
Selkirk Management
New Jersey
$8.13M