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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 %
BIP
851
Bouvel Investment Partners
Pennsylvania
$5.87M -$26.8K -89 -0.5%
NP
852
NorthRock Partners
Minnesota
$5.86M +$548K +1,819 +10%
MKA
853
M. Kulyk & Associates
Georgia
$5.85M -$781K -2,593 -12%
UF
854
Univest Financial
Pennsylvania
$5.82M +$899K +2,984 +18%
PGFC
855
Peapack-Gladstone Financial Corp
New Jersey
$5.8M -$126K -417 -2%
MWA
856
Meridian Wealth Advisors
Texas
$5.79M +$162K +537 +3%
HI
857
Horizon Investments
North Carolina
$5.78M +$122K +406 +2%
GC
858
Garde Capital
Washington
$5.78M -$136K -453 -2%
EGM
859
Engineers Gate Manager
New York
$5.76M +$4.77M +15,850 +485%
CCT
860
Chemung Canal Trust
New York
$5.72M -$97K -322 -2%
MLL
861
Moody Lynn & Lieberson
Massachusetts
$5.72M +$3.63M +12,038 +173%
S
862
SignatureFD
Georgia
$5.72M +$260K +862 +5%
MMA
863
Miracle Mile Advisors
California
$5.71M -$47.6K -158 -0.8%
CIM
864
Chiron Investment Management
New York
$5.71M +$5.71M +18,945 New
SC
865
Sawyer & Company
Massachusetts
$5.66M -$69.9K -232 -1%
FHA
866
First Horizon Advisors
Tennessee
$5.65M -$2.11M -7,010 -27%
GIA
867
Gladstone Institutional Advisory
Florida
$5.65M -$223K -741 -4%
CG
868
Caprock Group
Idaho
$5.63M +$160K +531 +3%
ZB
869
Zions Bancorporation
Utah
$5.63M -$24.4K -81 -0.4%
HWM
870
HB Wealth Management
Georgia
$5.62M +$1.48M +4,911 +36%
WI
871
Wahed Invest
New York
$5.61M +$766K +2,544 +16%
SWA
872
SFMG Wealth Advisors
Texas
$5.61M -$301 -1 -0%
BCA
873
Bray Capital Advisors
Florida
$5.6M -$10.5K -35 -0.2%
PCM
874
Parsons Capital Management
Rhode Island
$5.6M -$152K -506 -3%
LSA
875
L & S Advisors
California
$5.57M -$3.35M -11,132 -38%