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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 %
AGA
1051
Accuvest Global Advisors
Utah
$3.43M +$3.43M +11,390 New
BHIA
1052
Birch Hill Investment Advisors
Massachusetts
$3.43M -$473K -1,569 -12%
GWM
1053
Geneos Wealth Management
Colorado
$3.43M -$299K -994 -8%
WA
1054
Wealth Alliance
New York
$3.42M -$62K -206 -2%
VHAM
1055
Van Hulzen Asset Management
California
$3.42M -$10.2K -34 -0.3%
OFS
1056
OMC Financial Services
New York
$3.42M +$3.42M +11,338 New
ACM
1057
Aljian Capital Management
Nevada
$3.41M -$340K -1,129 -9%
NL
1058
NVWM LLC
Pennsylvania
$3.41M -$115K -388 -3%
EBT
1059
Enterprise Bank & Trust
Massachusetts
$3.4M -$252K -838 -7%
AA
1060
ALPS Advisors
Colorado
$3.4M +$211K +701 +7%
WG
1061
Winton Group
United Kingdom
$3.39M -$1.48M -4,898 -30%
JHCP
1062
Jackson Hole Capital Partners
Oklahoma
$3.39M +$310K +1,029 +10%
KA
1063
Kovack Advisors
Florida
$3.39M -$170K -563 -5%
HIS
1064
Horizon Investment Services
Indiana
$3.39M +$373K +1,237 +12%
TAM
1065
Trust Asset Management
Texas
$3.38M
DPIM
1066
Duff & Phelps Investment Management
Illinois
$3.38M +$103K +343 +3%
LSAG
1067
Lake Street Advisors Group
New Hampshire
$3.37M +$6.03K +20 +0.2%
GL
1068
Graypoint LLC
New York
$3.37M +$209K +694 +7%
APGDR
1069
Absoluto Partners Gestao de Recursos
Brazil
$3.36M -$117K -387 -3%
TPA
1070
Trivium Point Advisory
Connecticut
$3.35M +$434K +1,442 +15%
SAM
1071
Synergy Asset Management
Washington
$3.35M +$1.13M +3,757 +51%
CP
1072
Cumberland Partners
Ontario, Canada
$3.34M
EAM
1073
EFG Asset Management
Oregon
$3.33M -$4.51K -15 -0.1%
HW
1074
Hancock Whitney
Mississippi
$3.31M +$41K +136 +1%
CBB
1075
Citizens Business Bank
California
$3.3M -$31.9K -106 -1%