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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 %
BFM
776
Boston Financial Management
Massachusetts
$6.97M -$355K -1,180 -5%
IWC
777
Integrated Wealth Concepts
Massachusetts
$6.95M +$783K +2,600 +13%
LF
778
Longbow Finance
Switzerland
$6.95M +$6.95M +23,083 New
SAM
779
Sompo Asset Management
Japan
$6.91M -$102K -340 -1%
FEG
780
Financial Enhancement Group
Indiana
$6.9M -$5.3K -18 -0.1%
VST
781
Van Strum & Towne
California
$6.9M -$63.2K -210 -0.9%
VVP
782
Venture Visionary Partners
Ohio
$6.9M -$156K -517 -2%
BHB
783
Bank Hapoalim BM
Israel
$6.86M -$256K -851 -4%
Group One Trading
784
Group One Trading
Illinois
$6.84M +$1.78M +5,919 +35%
TCM
785
Twin Capital Management
Pennsylvania
$6.83M -$435K -1,444 -6%
TCA
786
Trifecta Capital Advisors
Illinois
$6.78M +$265K +879 +4%
MWM
787
Marietta Wealth Management
Georgia
$6.77M -$779K -2,585 -10%
SB
788
Strategic Blueprint
Georgia
$6.73M -$106K -352 -2%
TCM
789
Teza Capital Management
Illinois
$6.71M +$6.71M +22,282 New
ATC
790
Argent Trust Co
Tennessee
$6.7M +$343K +1,138 +5%
O
791
Ossiam
France
$6.7M -$134M -443,578 -95%
NIG
792
NFJ Investment Group
Texas
$6.68M +$4.02M +13,350 +151%
SFI
793
Siemens Fonds Invest
Germany
$6.67M -$307K -1,019 -4%
PT
794
Plimoth Trust
Massachusetts
$6.67M +$149K +496 +2%
MWM
795
Mission Wealth Management
California
$6.65M +$3.26M +10,820 +96%
LTAS
796
Linden Thomas Advisory Services
North Carolina
$6.62M +$380K +1,262 +6%
CFG
797
Citizens Financial Group
Rhode Island
$6.62M +$5.26M +17,457 +387%
KFP
798
KMG Fiduciary Partners
Ohio
$6.61M +$1.31M +4,344 +25%
CM
799
Castleark Management
Illinois
$6.6M +$6.6M +21,929 New
PS
800
Principal Securities
Iowa
$6.6M +$2.95M +9,787 +81%