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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 %
TFS
876
Thoroughbred Financial Services
Tennessee
$5.56M -$1.21M -4,023 -18%
NL
877
NWAM LLC
Washington
$5.55M +$4.99M +18,000 +895%
GH
878
GAM Holding
Switzerland
$5.54M +$5.54M +18,385 New
SIA
879
SeaBridge Investment Advisors
New Jersey
$5.5M +$23.8K +79 +0.4%
OA
880
Oak Associates
Ohio
$5.48M
HCA
881
Harbour Capital Advisors
Virginia
$5.48M +$45.9K +151 +0.8%
WAOTB
882
Wealth Advisors of Tampa Bay
Florida
$5.48M -$279K -927 -5%
GFA
883
Gifford Fong Associates
California
$5.42M -$3.19M -10,577 -37%
MCM
884
Maytus Capital Management
New York
$5.42M -$2.11M -7,000 -28%
Alyeska Investment Group
885
Alyeska Investment Group
Illinois
$5.42M +$5.42M +17,980 New
MC
886
Mirabaud & Cie
Switzerland
$5.4M -$2.28M -7,561 -30%
BCM
887
Beck Capital Management
Texas
$5.39M +$3.92K +13 +0.1%
WIC
888
Woodmont Investment Counsel
Tennessee
$5.39M +$6.02K +20 +0.1%
CWP
889
Cyndeo Wealth Partners
Florida
$5.39M -$466K -1,548 -8%
BTWM
890
Baker Tilly Wealth Management
Wisconsin
$5.37M -$406K -1,347 -7%
BRWA
891
B. Riley Wealth Advisors
Florida
$5.34M +$83.3K +411 +2%
MAM
892
Mirabaud Asset Management
United Kingdom
$5.3M -$1.66M -5,526 -24%
HAS
893
HBW Advisory Services
California
$5.29M
CA
894
Cullinan Associates
Kentucky
$5.25M -$3.99M -13,260 -43%
BFA
895
Bragg Financial Advisors
North Carolina
$5.25M +$3.75M +12,441 +250%
SC
896
SouthState Corp
Florida
$5.24M -$130K -432 -2%
YIA
897
YHB Investment Advisors
Connecticut
$5.21M +$335K +1,113 +7%
CWM
898
Cabot Wealth Management
Massachusetts
$5.19M -$65.7K -218 -1%
LMIM
899
Lockheed Martin Investment Management
Maryland
$5.18M -$2.78M -11,410 -35%
CCM
900
Coldstream Capital Management
Washington
$5.18M +$794K +2,637 +18%