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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 %
WPP
926
Whalerock Point Partners
Rhode Island
$4.88M +$113K +375 +2%
PAM
927
Pegasus Asset Management
New York
$4.87M +$22.3K +74 +0.5%
AAM
928
Azzad Asset Management
Virginia
$4.82M +$66K +219 +1%
P
929
Pitcairn
Pennsylvania
$4.81M -$83.1K -276 -2%
WPC
930
Wedmont Private Capital
Pennsylvania
$4.81M +$796K +2,633 +20%
FHB
931
First Hawaiian Bank
Hawaii
$4.81M +$594K +1,971 +14%
LW
932
Linscomb Wealth
Texas
$4.79M +$6.93K +23 +0.1%
NC
933
NewSquare Capital
Pennsylvania
$4.76M +$208K +690 +5%
BIMC
934
Benson Investment Management Company
Virginia
$4.76M -$826K -2,744 -15%
PWP
935
Private Wealth Partners
California
$4.75M +$65.1K +216 +1%
SAI
936
Systematic Alpha Investments
New Jersey
$4.71M
SC
937
Sepio Capital
Utah
$4.7M +$305K +1,012 +7%
RDWM
938
Red Door Wealth Management
Tennessee
$4.7M +$314K +1,044 +7%
VAS
939
Vestmark Advisory Solutions
Massachusetts
$4.69M +$2.27M +7,530 +94%
KIA
940
KCM Investment Advisors
California
$4.66M -$403K -1,337 -8%
VIA
941
Vickerman Investment Advisors
Washington
$4.63M -$152K -505 -3%
EFM
942
E Fund Management
China
$4.6M +$2.09M +6,951 +83%
Simplex Trading
943
Simplex Trading
Illinois
$4.59M -$41.7M -138,432 -90%
AFA
944
Arlington Financial Advisors
California
$4.55M -$345K -1,147 -7%
M
945
Mirova
France
$4.54M +$487K +1,616 +12%
UOC
946
UBS O'Connor
Illinois
$4.52M +$1.05M +3,500 +30%
FGAM
947
Financial Gravity Asset Management
Texas
$4.51M -$28M -99,334 -86%
CPBTD
948
Central Pacific Bank - Trust Division
Hawaii
$4.5M +$4.5M +14,899 New
CI
949
Cavalier Investments
Georgia
$4.5M +$245K +813 +6%
SAM
950
Stansberry Asset Management
Texas
$4.49M +$323K +1,072 +8%