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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 %
BA
1251
Bristlecone Advisors
Washington
$2.22M +$87K +289 +4%
CFA
1252
Camarda Financial Advisors
Florida
$2.21M -$75.3K -250 -3%
TWM
1253
TriaGen Wealth Management
California
$2.21M
V
1254
VeraBank
Texas
$2.2M -$196K -651 -8%
AAS
1255
Ameritas Advisory Services
Nebraska
$2.19M -$39.7K -135 -2%
UAS
1256
United Asset Strategies
New York
$2.18M -$18.4K -61 -0.8%
MGP
1257
M&G plc
United Kingdom
$2.18M +$2.18M +7,235 New
9WM
1258
9258 Wealth Management
Ohio
$2.17M +$220K +730 +11%
TSW
1259
Three Seasons Wealth
Utah
$2.17M +$537K +1,764 +33%
VLC
1260
Van Leeuwen & Company
New Jersey
$2.17M +$13.9K +46 +0.6%
LCM
1261
Landscape Capital Management
New Jersey
$2.17M +$2.17M +7,191 New
SIG
1262
Stonegate Investment Group
Alabama
$2.16M -$1.51K -5 -0.1%
RBFC
1263
Roman Butler Fullerton & Co
Missouri
$2.16M +$1.37K +5 +0.1%
ACS
1264
Archford Capital Strategies
Illinois
$2.14M +$3.01K +10 +0.1%
DC
1265
DeDora Capital
California
$2.14M +$804K +2,670 +60%
NW
1266
Naviter Wealth
Arkansas
$2.13M +$345K +1,143 +19%
FMI
1267
F/M Investments
District of Columbia
$2.13M -$16.9K -56 -0.8%
JGCM
1268
Joseph Group Capital Management
Ohio
$2.13M +$284K +942 +15%
USCWA
1269
U.S. Capital Wealth Advisors
Texas
$2.12M -$25.9K -86 -1%
ACP
1270
Aviance Capital Partners
Florida
$2.11M +$331K +1,100 +19%
CCG
1271
Cypress Capital Group
Florida
$2.11M -$60.2K -200 -3%
SS
1272
Sunbelt Securities
Texas
$2.11M -$492K -1,633 -19%
SAM
1273
Steinberg Asset Management
New York
$2.1M -$14.2K -47 -0.7%
EWM
1274
Elmwood Wealth Management
California
$2.1M +$474K +1,574 +29%
BTI
1275
Blue Trust Inc
Georgia
$2.1M -$391K -1,299 -16%