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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 %
TPCW
1076
TD Private Client Wealth
New York
$3.3M +$890K +2,955 +37%
CTC
1077
Cetera Trust Company
Minnesota
$3.29M -$143K -475 -4%
CAIMH
1078
Central Asset Investments & Management Holdings
Hong Kong
$3.27M +$411K +1,366 +14%
FFA
1079
Farther Finance Advisors
California
$3.26M +$368K +1,217 +13%
EWM
1080
Executive Wealth Management
Michigan
$3.24M -$484K -1,600 -13%
MA
1081
Mutual Advisors
Nebraska
$3.21M +$117K +387 +4%
OM
1082
OV Management
Minnesota
$3.21M
BMCM
1083
Bryn Mawr Capital Management
Pennsylvania
$3.2M -$117K -390 -4%
CIA
1084
Cohen Investment Advisors
New Hampshire
$3.19M +$111K +368 +4%
PTC
1085
Private Trust Company
Ohio
$3.19M +$323K +1,071 +11%
SF
1086
Symphony Financial
Texas
$3.17M -$410K -1,360 -11%
AIP
1087
Ameritas Investment Partners
Nebraska
$3.17M -$86.4K -287 -3%
AL
1088
Aspiriant LLC
California
$3.16M -$5.72K -19 -0.2%
PHK
1089
Point72 Hong Kong
Hong Kong
$3.16M +$3.16M +10,485 New
PWCM
1090
Processus Wealth & Capital Management
Tennessee
$3.15M +$142K +470 +5%
CWP
1091
Capital Wealth Planning
Florida
$3.14M -$643K -2,134 -17%
PSB
1092
Passumpsic Savings Bank
Vermont
$3.14M +$3.14M +10,424 New
CT
1093
Coastline Trust
Rhode Island
$3.14M +$1.46M +4,837 +87%
CIC
1094
Chase Investment Counsel
Virginia
$3.11M -$11.4K -38 -0.4%
JWCA
1095
J.W. Cole Advisors
Florida
$3.1M +$124K +410 +4%
CGL
1096
Clarius Group LLC
Washington
$3.09M -$416K -1,381 -12%
TCPG
1097
Trivant Custom Portfolio Group
California
$3.09M -$77.1K -256 -2%
TIA
1098
Tiemann Investment Advisors
California
$3.07M
DT
1099
Diversified Trust
Tennessee
$3.06M -$270K -896 -8%
SWM
1100
Sculati Wealth Management
Michigan
$3.06M +$1.51K +5 +0%