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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 %
SWM
1026
SeaCrest Wealth Management
New York
$3.66M -$86.1K -286 -2%
MOS
1027
MGO One Seven
Ohio
$3.66M -$214K -711 -6%
RC
1028
Roundview Capital
New Jersey
$3.64M -$2.41K -8 -0.1%
SLI
1029
Sumitomo Life Insurance
Japan
$3.62M -$138K -457 -4%
ADL
1030
Asset Dedication LLC
California
$3.61M -$667K -2,200 -16%
CT
1031
Clearstead Trust
Maine
$3.59M -$602 -2 -0%
BDL
1032
Bey-Douglas LLC
Georgia
$3.59M +$1.85M +6,141 +107%
PCH
1033
PGIM Custom Harvest
New Jersey
$3.58M +$252K +836 +8%
AMCA
1034
Arthur M. Cohen & Associates
Illinois
$3.57M +$545K +1,810 +18%
CWMU
1035
Caliber Wealth Management (Utah)
Utah
$3.57M -$92.5K -307 -3%
HFRG
1036
Houlihan Financial Resource Group
Virginia
$3.57M -$602 -2 -0%
WSCM
1037
Wellington Shields Capital Management
New York
$3.56M +$119K +396 +3%
RA
1038
Rational Advisors
New York
$3.55M +$3.33M +11,040 +1,455%
QI
1039
Qtron Investments
Massachusetts
$3.54M
MAS
1040
Meeder Advisory Services
Ohio
$3.53M +$215K +713 +6%
CCP
1041
Clarity Capital Partners
California
$3.53M +$336K +1,114 +10%
RWM
1042
Rockline Wealth Management
New York
$3.52M +$304K +1,009 +9%
DWA
1043
Douglass Winthrop Advisors
New York
$3.51M +$32.2K +107 +0.9%
SWM
1044
Sendero Wealth Management
Texas
$3.51M -$1.31M -4,338 -27%
NHT
1045
New Hampshire Trust
New Hampshire
$3.49M -$825K -2,740 -19%
IIA
1046
IPG Investment Advisors
California
$3.48M -$1.11M -3,695 -24%
1WA
1047
180 Wealth Advisors
Washington
$3.47M +$21.1K +70 +0.6%
MSK
1048
Melissa S. Kampmann
$3.45M +$182K +605 +6%
WWA
1049
WCG Wealth Advisors
Nevada
$3.44M -$1.54M -5,111 -31%
DWM
1050
Dynasty Wealth Management
Florida
$3.44M +$3.44M +11,409 New