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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 %
BFW
901
Brady Family Wealth
Missouri
$5.16M +$3.73M +12,371 +260%
HAG
902
HighPoint Advisor Group
Illinois
$5.15M +$30.5K +110 +0.6%
CNBT
903
Canandaigua National Bank & Trust
New York
$5.14M -$288K -955 -5%
SC
904
Savant Capital
Illinois
$5.13M +$137K +456 +3%
FIB
905
First Interstate Bank
Montana
$5.12M -$320K -1,062 -6%
AG
906
Ascent Group
Virginia
$5.11M +$2.27M +7,547 +80%
CCMG
907
Clark Capital Management Group
Pennsylvania
$5.08M +$766K +2,544 +18%
PSC
908
Prentiss Smith & Co
Vermont
$5.05M -$123K -409 -2%
AC
909
Asio Capital
Kentucky
$5.05M +$208K +691 +4%
HCA
910
Harbor Capital Advisors
Illinois
$5.02M -$529K -1,755 -10%
SIA
911
Schechter Investment Advisors
Michigan
$5.02M +$785K +2,606 +19%
CCM
912
Condor Capital Management
New Jersey
$5M -$107K -354 -2%
GA
913
Gateway Advisory
New Jersey
$5M +$338K +1,123 +7%
MM
914
Meridian Management
Arkansas
$5M -$1.94M -6,430 -28%
DJYG
915
David J. Yvars Group
Florida
$4.99M +$75.9K +252 +2%
FFWA
916
FRG Family Wealth Advisors
Washington
$4.97M -$36.3K -135 -0.7%
RIG
917
Renaissance Investment Group
Massachusetts
$4.96M +$4.96M +16,483 New
MYAM
918
Meiji Yasuda Asset Management
Japan
$4.95M +$935K +3,103 +23%
TCCM
919
Timber Creek Capital Management
Massachusetts
$4.94M -$501K -1,665 -9%
HBT
920
Hills Bank & Trust
Iowa
$4.94M -$101K -336 -2%
AWAU
921
Alliance Wealth Advisors (Utah)
Utah
$4.92M +$156K +517 +3%
BP
922
Ballentine Partners
Massachusetts
$4.92M +$444K +1,475 +10%
EH
923
Equitable Holdings
New York
$4.9M +$590K +1,959 +14%
LI
924
Louisbourg Investments
New Brunswick, Canada
$4.89M -$471K -1,907 -9%
AAM
925
Advisors Asset Management
Colorado
$4.89M +$1M +3,327 +26%