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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 %
SIP
1151
Stoneridge Investment Partners
Pennsylvania
$2.7M -$669K -2,221 -20%
OHWP
1152
Oak Harbor Wealth Partners
North Carolina
$2.68M +$16.3K +54 +0.6%
FPAS
1153
Focus Partners Advisor Solutions
Missouri
$2.68M +$2.33M +7,732 +664%
WF
1154
Welch & Forbes
Massachusetts
$2.68M -$412K -1,368 -13%
PDL
1155
Portfolio Design Labs
California
$2.68M +$2.68M +8,890 New
JWBC
1156
J.W. Burns & Co
New York
$2.66M +$252K +837 +10%
B
1157
Barings
North Carolina
$2.65M +$40.1K +133 +2%
BCP
1158
Blackhawk Capital Partners
Wisconsin
$2.65M -$574K -1,905 -18%
GRP
1159
Global Retirement Partners
California
$2.65M +$330K +1,095 +14%
BPCA
1160
Bank Pictet & Cie (Asia)
Singapore
$2.64M +$338K +1,122 +15%
PPWP
1161
Premier Path Wealth Partners
New Jersey
$2.63M -$82.8K -275 -3%
CIC
1162
Cornercap Investment Counsel
Georgia
$2.63M -$524K -1,739 -17%
LMKC
1163
L.M. Kohn & Company
Ohio
$2.63M +$29.8K +99 +1%
BOSSRA
1164
B.O.S.S. Retirement Advisors
Utah
$2.62M -$186K -705 -7%
TWM
1165
Thrive Wealth Management
Pennsylvania
$2.62M +$143K +476 +6%
PH
1166
Pinnacle Holdings
Oklahoma
$2.61M -$213K -708 -8%
NF
1167
Nikulski Financial
Iowa
$2.6M +$16K +53 +0.6%
RWB
1168
RMR Wealth Builders
New Jersey
$2.6M +$722K +2,397 +38%
PPC
1169
Park Place Capital
Alabama
$2.6M -$50.3K -167 -2%
NIWA
1170
New Insight Wealth Advisors
California
$2.6M -$17.8K -59 -0.7%
ECU
1171
Eisler Capital (US)
New York
$2.59M +$2.59M +8,610 New
MTIC
1172
Missouri Trust & Investment Company
Missouri
$2.59M -$94.9K -315 -4%
SF
1173
Summit Financial
New Jersey
$2.59M -$226K -751 -8%
SWM
1174
Segment Wealth Management
Texas
$2.58M +$289K +961 +13%
HCM
1175
Harvey Capital Management
Florida
$2.58M