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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 %
BWG
1176
Boomfish Wealth Group
Georgia
$2.58M -$240K -796 -9%
PRC
1177
Pearl River Capital
Michigan
$2.58M +$2.58M +8,561 New
OIS
1178
Okabena Investment Services
Minnesota
$2.58M +$139K +462 +6%
LFM
1179
LGT Fund Management
Liechtenstein
$2.58M +$36.1K +120 +1%
NB
1180
Nicolet Bankshares
Wisconsin
$2.57M -$38.6K -128 -1%
MGIA
1181
Moneta Group Investment Advisors
Missouri
$2.57M -$19.3K -64 -0.7%
FG
1182
Fiduciary Group
Georgia
$2.57M -$52.1K -173 -2%
ANTB
1183
AMG National Trust Bank
Colorado
$2.56M +$64.2K +213 +3%
MCM
1184
MV Capital Management
Maryland
$2.55M +$2.24M +7,425 +711%
WBC
1185
Westpac Banking Corp
Australia
$2.54M -$1.26M -4,179 -33%
CNC
1186
Citizens & Northern Corp
Pennsylvania
$2.54M -$679K -2,253 -21%
CCM
1187
Chickasaw Capital Management
Tennessee
$2.53M +$25.6K +85 +1%
ISL
1188
Ingalls & Snyder LLC
New York
$2.52M -$24.1K -80 -0.9%
DSCM
1189
Del-Sette Capital Management
New York
$2.52M +$407K +1,352 +19%
PAS
1190
Point72 Asia (Singapore)
Singapore
$2.52M +$2.51M +8,348 +75,891%
CA
1191
CoreCap Advisors
Michigan
$2.52M +$1.92M +6,369 +321%
NSB
1192
Norway Savings Bank
Maine
$2.51M +$132K +438 +6%
GLR
1193
Great Lakes Retirement
Ohio
$2.51M +$34.3K +114 +1%
OGF
1194
Orin Green Financial
California
$2.49M -$2.18M -8,272 Closed
EWM
1195
EPG Wealth Management
Georgia
$2.49M +$11.7K +39 +0.5%
FFM
1196
Forum Financial Management
Illinois
$2.48M +$40.7K +135 +2%
UBG
1197
United Bank (Georgia)
Georgia
$2.47M -$31.3K -104 -1%
PCS
1198
Personal CFO Solutions
New Jersey
$2.47M +$141K +467 +6%
BSB
1199
Bangor Savings Bank
Maine
$2.46M -$106K -351 -4%
SI
1200
Shaker Investments
Ohio
$2.44M +$1.23M +4,069 +101%