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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 %
MFF
1001
Mango Five Family
Nevada
$3.89M
SC
1002
Savoie Capital
Illinois
$3.89M +$3.89M +12,900 New
RWM
1003
Ritholtz Wealth Management
New York
$3.87M +$641K +2,128 +20%
WCM
1004
Wunderlich Capital Managemnt
Tennessee
$3.87M -$214K -710 -5%
CA
1005
Clearstead Advisors
Ohio
$3.84M +$66.3K +239 +2%
AP
1006
Arlington Partners
Alabama
$3.83M
CC
1007
Courier Capital
New York
$3.83M -$24.4K -81 -0.6%
HS
1008
HighVista Strategies
Massachusetts
$3.82M -$693K -2,300 -15%
CCM
1009
Canal Capital Management
Virginia
$3.82M +$260K +862 +7%
IBOK
1010
Independence Bank of Kentucky
Kentucky
$3.81M -$126K -418 -3%
AG
1011
AlTi Global
New York
$3.8M +$1.01M +3,356 +36%
HIP
1012
Harrell Investment Partners
Texas
$3.8M -$238K -789 -6%
MA
1013
Modus Advisors
Minnesota
$3.8M +$128K +424 +3%
WAS
1014
Winch Advisory Services
Wisconsin
$3.78M +$4.82K +16 +0.1%
BHA
1015
Beech Hill Advisors
New York
$3.77M -$25.6K -85 -0.7%
NS
1016
NBC Securities
Alabama
$3.74M +$102K +340 +3%
GSC
1017
Grey Street Capital
Illinois
$3.73M +$1.65M +5,467 +79%
PCM
1018
Prelude Capital Management
New York
$3.72M +$2.39M +7,943 +180%
TA
1019
TKG Advisors
Indiana
$3.7M -$429K -1,425 -10%
CA
1020
CGN Advisors
Kansas
$3.69M +$40.4K +134 +1%
LS
1021
Livforsakringsbolaget Skandia
Sweden
$3.68M
GCM
1022
Glynn Capital Management
California
$3.67M
FWM
1023
Finer Wealth Management
Massachusetts
$3.67M +$235K +781 +7%
LGF
1024
LGT Group Foundation
Liechtenstein
$3.67M -$4.17M -13,854 -53%
COI
1025
Connable Office Inc
Michigan
$3.66M -$127K -423 -3%