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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 %
CF
1101
Centaurus Financial
California
$3.04M +$246K +817 +9%
WWM
1102
Western Wealth Management
Colorado
$3.04M +$629K +2,088 +26%
SA
1103
Strategic Advocates
Utah
$3.04M +$1.04M +3,446 +52%
WI
1104
Wintrust Investments
Illinois
$3.03M +$244K +809 +9%
LSPW
1105
Lake Street Private Wealth
Illinois
$3.03M -$190K -630 -6%
CFSG
1106
Community Financial Services Group
Vermont
$3.03M +$3.03M +10,055 New
BCM
1107
Boltwood Capital Management
California
$3.02M -$92.5K -307 -3%
ACM
1108
Advent Capital Management
New York
$3.01M
WHGC
1109
Wealth High Governance Capital
Brazil
$3.01M +$3.01M +10,000 New
CI
1110
Cigna Investments
Connecticut
$3.01M -$50.9K -169 -2%
DIM
1111
Delta Investment Management
California
$2.99M -$30.4K -101 -1%
KLWA
1112
Kelly Lawrence W & Associates
California
$2.98M -$179K -595 -6%
HG
1113
Herbst Group
Connecticut
$2.95M -$301K -1,000 -9%
Financial Engines Advisors
1114
Financial Engines Advisors
California
$2.95M +$480K +1,593 +19%
PWM
1115
Pinnacle Wealth Management
California
$2.93M +$779K +2,588 +36%
PL
1116
Perpetual Ltd
Australia
$2.93M -$323K -1,071 -10%
WA
1117
Waverly Advisors
Alabama
$2.91M +$1.67M +5,534 +134%
PIMJS
1118
PKO Investment Management Joint-Stock
Poland
$2.9M +$1.09M +3,590 +60%
PCM
1119
Prana Capital Management
Connecticut
$2.89M +$2.89M +9,591 New
SPG
1120
Strategic Planning Group
Utah
$2.89M +$397K +1,317 +16%
NAG
1121
Northstar Advisory Group
New Jersey
$2.87M +$1.7M +6,168 +144%
MNBTD
1122
Moody National Bank Trust Division
Texas
$2.86M +$6.63K +22 +0.2%
RWA
1123
Roberts Wealth Advisors
California
$2.85M -$7.1K -26 -0.2%
SVWAG
1124
Sound View Wealth Advisors Group
Georgia
$2.83M +$457K +1,519 +19%
WIM
1125
Waverton Investment Management
United Kingdom
$2.82M -$665K -2,210 -19%