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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 %
LFRG
751
Lazard Frères Gestion
France
$7.48M +$1.09M +3,607 +17%
BONST
752
Bank of Nova Scotia Trust
Ontario, Canada
$7.48M +$1.28M +4,249 +21%
CCM
753
Cohen Capital Management
California
$7.47M +$130K +432 +2%
BZWA
754
Blue Zone Wealth Advisors
California
$7.45M -$567K -1,882 -7%
AF
755
Arrow Financial
New York
$7.44M -$562K -1,867 -7%
PFM
756
Premier Fund Managers
United Kingdom
$7.43M -$6.22M -20,625 -46%
BF
757
BOK Financial
Oklahoma
$7.42M +$2.02M +6,694 +38%
CI
758
Ceera Investments
Texas
$7.29M -$1.76M -5,845 -19%
CL
759
Choreo LLC
Illinois
$7.27M +$88.2K +293 +1%
LA
760
LM Advisors
California
$7.26M -$3.22M -10,706 -31%
FFA
761
Fragasso Financial Advisors
Pennsylvania
$7.24M -$129K -429 -2%
FFP
762
FourThought Financial Partners
Florida
$7.2M -$440K -1,462 -6%
NIM
763
NEOS Investment Management
Connecticut
$7.2M +$1.77M +5,875 +33%
BFG
764
Bleakley Financial Group
New Jersey
$7.18M +$960K +3,186 +15%
PWS
765
Peloton Wealth Strategists
Indiana
$7.15M -$483K -1,603 -6%
VFA
766
Valeo Financial Advisors
Indiana
$7.13M +$38.1K +385 +0.5%
AI
767
AXS Investments
New York
$7.1M -$433K -1,438 -6%
CA
768
Callahan Advisors
Texas
$7.09M +$1.06M +3,521 +18%
SAM
769
Shell Asset Management
Netherlands
$7.08M -$2.62M -10,172 -27%
AIMCA
770
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$7.08M
LOAME
771
Lombard Odier Asset Management (Europe)
United Kingdom
$7.07M -$778K -2,583 -10%
SIA
772
Soltis Investment Advisors
Utah
$7.06M -$239K -793 -3%
PIM
773
Progressive Investment Management
Oregon
$7.02M -$104K -345 -1%
CM
774
Crestline Management
Texas
$6.99M -$3.85M -12,798 -36%
CIG
775
Consolidated Investment Group
Colorado
$6.99M