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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 %
I
951
INVST
Indiana
$4.49M -$344K -1,138 -7%
IRAG
952
Investment Research & Advisory Group
Georgia
$4.47M +$59.3K +197 +1%
HCM
953
Hudson Capital Management
New Jersey
$4.46M -$301 -1 -0%
XWM
954
Xcel Wealth Management
Florida
$4.44M -$1.34M -4,438 -23%
SBIA
955
Sheaff Brock Investment Advisors
Indiana
$4.44M -$5.83M -19,370 -57%
GIP
956
Granite Investment Partners
California
$4.42M -$29.5K -98 -0.7%
BWM
957
BNC Wealth Management
Oregon
$4.42M +$154K +512 +4%
AI
958
Aperture Investors
New York
$4.4M -$955K -3,172 -18%
QPWM
959
Quadrant Private Wealth Management
Pennsylvania
$4.39M +$22.3K +74 +0.5%
NFC
960
Northeast Financial Consultants
Connecticut
$4.39M +$45.8K +152 +1%
MFG
961
Merit Financial Group
Georgia
$4.33M +$2.24M +8,187 +107%
EDRH
962
Edmond de Rothschild Holding
Switzerland
$4.32M -$624K -2,071 -13%
TCOT
963
Trust Company of Toledo
Ohio
$4.31M +$178K +591 +4%
KWA
964
Kingswood Wealth Advisors
California
$4.27M -$685K -2,274 -14%
KHLMTHM
965
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$4.27M +$4.27M +14,150 New
ALAM
966
Asahi Life Asset Management
Japan
$4.26M -$904K -3,000 -18%
CAL
967
Capital Analysts LLC
Pennsylvania
$4.26M +$39.5K +131 +0.9%
NB
968
NBT Bank
New York
$4.25M -$9.04K -30 -0.2%
BHWM
969
Bar Harbor Wealth Management
New Hampshire
$4.24M +$238K +790 +6%
WR
970
WD Rutherford
Oregon
$4.23M -$194K -643 -4%
HZ
971
Hixon Zuercher
Ohio
$4.23M +$16.9K +56 +0.4%
CAM
972
Cozad Asset Management
Illinois
$4.21M -$25.6K -85 -0.6%
SAM
973
Smithbridge Asset Management
Pennsylvania
$4.21M -$29.2K -97 -0.7%
TPW
974
Transatlantique Private Wealth
New York
$4.2M -$103K -344 -2%
AWM
975
Axxcess Wealth Management
California
$4.2M +$741K +2,461 +21%