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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 %
Artisan Partners
826
Artisan Partners
Wisconsin
$6.18M +$6.18M +20,522 New
SW
827
SVB Wealth
Massachusetts
$6.18M -$408K -1,354 -6%
DLCIG
828
D.L. Carlson Investment Group
New Hampshire
$6.17M -$94.3K -313 -2%
VCM
829
Vision Capital Management
Oregon
$6.16M -$686K -2,278 -10%
WIA
830
Westbourne Investment Advisors
Maryland
$6.16M -$397K -1,317 -6%
AI
831
Atom Investors
Texas
$6.15M +$3.1M +10,288 +101%
VSQM
832
V-Square Quantitative Management
Illinois
$6.15M +$1.18M +3,919 +24%
BCCM
833
Bridge Creek Capital Management
Massachusetts
$6.14M -$69K -229 -1%
CIG
834
Cullen Investment Group
Louisiana
$6.08M -$34.7K -114 -0.6%
BBHC
835
Brown Brothers Harriman & Co
New York
$6.07M -$609K -2,023 -9%
GPTE
836
Generali Powszechne Towarzystwo Emerytalne
Poland
$6.06M
PIA
837
Petredis Investment Advisors
Pennsylvania
$6.06M +$91.9K +305 +2%
AC
838
AMS Capital
Brazil
$6.05M +$6.05M +20,090 New
B
839
Bailard
California
$6.04M +$143K +476 +2%
AF
840
Allworth Financial
California
$6.03M +$1.46M +4,834 +32%
EIA
841
Eastover Investment Advisors
North Carolina
$6.03M +$4.24M +14,076 +237%
ACM
842
Alight Capital Management
New York
$6.02M -$6.02M -20,000 -50%
GMFG
843
Greater Midwest Financial Group
Minnesota
$6M +$2.19M +7,287 +58%
PFM
844
Patton Fund Management
Texas
$5.94M -$810K -2,690 -12%
EWM
845
Elite Wealth Management
Washington
$5.93M -$524K -1,739 -8%
RWP
846
RWA Wealth Partners
Massachusetts
$5.92M +$608K +2,019 +11%
ISB
847
Iowa State Bank
Iowa
$5.91M -$737K -2,448 -11%
DWT
848
Dorsey & Whitney Trust
South Dakota
$5.88M -$177K -587 -3%
AWM
849
Avior Wealth Management
Nebraska
$5.88M +$381K +1,265 +7%
CIA
850
Concurrent Investment Advisors
Florida
$5.87M -$214K -1,654 -4%