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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 %
EP
1126
Edgestream Partners
New Jersey
$2.82M +$2.59M +8,603 +1,126%
HFM
1127
Harvest Fund Management
China
$2.81M +$1.05M +3,496 +60%
LCM
1128
Laurion Capital Management
New York
$2.8M +$2.8M +9,310 New
BWM
1129
BigSur Wealth Management
Florida
$2.8M +$1.58M +5,250 +130%
KI
1130
Keystone Investors
Singapore
$2.79M +$2.79M +9,276 New
IWM
1131
IHT Wealth Management
Illinois
$2.79M +$77.4K +257 +3%
BL
1132
Balentine LLC
Georgia
$2.79M +$663K +2,202 +31%
FCP
1133
Fidelis Capital Partners
Florida
$2.78M +$617K +2,048 +29%
AFC
1134
AFT Forsyth & Company
Florida
$2.77M -$161K -535 -5%
AFS
1135
Aft Forsyth & Sober
Florida
$2.76M
CWI
1136
Conscious Wealth Investments
Florida
$2.75M +$4.16K +15 +0.2%
CWA
1137
Core Wealth Advisors
Florida
$2.75M -$180K -598 -6%
CHP
1138
Cable Hill Partners
Oregon
$2.74M
FB
1139
Fulton Bank
Pennsylvania
$2.74M +$1.21K +4 +0%
MCCP
1140
Mission Creek Capital Partners
California
$2.74M +$452K +1,501 +20%
FHA
1141
Flagship Harbor Advisors
Massachusetts
$2.74M -$129K -429 -5%
BAM
1142
Beaumont Asset Management
Texas
$2.74M +$54.8K +182 +2%
AUB
1143
Atlantic Union Bankshares
Virginia
$2.73M -$65.7K -218 -2%
COCM
1144
Charter Oak Capital Management
New Hampshire
$2.72M +$922K +3,062 +51%
WP
1145
WealthShield Partners
North Carolina
$2.71M -$44.9K -149 -2%
IFWM
1146
Institute for Wealth Management
Colorado
$2.71M +$5.42K +18 +0.2%
TSWM
1147
Triangle Securities Wealth Management
North Carolina
$2.71M -$29.8K -99 -1%
PWP
1148
Principle Wealth Partners
Connecticut
$2.71M -$60.2K -200 -2%
FZCM
1149
Flynn Zito Capital Management
New York
$2.7M +$2.7M +8,972 New
LPT
1150
Legacy Private Trust
Wisconsin
$2.7M +$20.5K +68 +0.8%