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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 %
GI
1276
GS Investments
Minnesota
$2.1M -$470K -1,561 -18%
VFA
1277
Voya Financial Advisors
Connecticut
$2.1M +$25.3K +84 +1%
HVCM
1278
Hel Ved Capital Management
Hong Kong
$2.09M -$2.11M -7,005 -50%
NCM
1279
Nelson Capital Management
California
$2.09M +$2.09M +6,933 New
CRIG
1280
Charter Research & Investment Group
Connecticut
$2.09M -$12K -40 -0.6%
HWAM
1281
Hennion & Walsh Asset Management
New Jersey
$2.09M +$783K +2,599 +60%
BM
1282
Brandywine Managers
Delaware
$2.08M
PJSIMP
1283
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2.08M +$16.6K +55 +0.8%
LF
1284
LifePlan Financial
Minnesota
$2.07M -$22K -73 -1%
RSWM
1285
Robertson Stephens Wealth Management
California
$2.07M -$18.1K -60 -0.9%
NG
1286
Northstar Group
New York
$2.06M
BIG
1287
Brooklyn Investment Group
New York
$2.06M -$75.9K -251 -4%
SP
1288
Stablepoint Partners
Massachusetts
$2.06M +$239K +793 +13%
MWS
1289
Maxwell Wealth Strategies
California
$2.06M +$1.75M +8,036 +569%
BFS
1290
Bard Financial Services
Connecticut
$2.06M -$75.3K -250 -4%
AC
1291
Avestar Capital
New York
$2.06M +$502K +1,666 +32%
WPW
1292
Waldron Private Wealth
Pennsylvania
$2.06M -$205K -680 -9%
PWM
1293
Power Wealth Management
Georgia
$2.05M +$70.5K +234 +4%
LHC
1294
Little House Capital
Massachusetts
$2.04M +$629K +2,088 +44%
FNBT
1295
FineMark National Bank & Trust
Florida
$2.04M -$703K -2,334 -26%
GAM
1296
Grandview Asset Management
Pennsylvania
$2.04M -$81.6K -271 -4%
RIM
1297
Redwood Investment Management
Arizona
$2.04M +$2.04M +6,768 New
WAP
1298
Wealthcare Advisory Partners
Pennsylvania
$2.04M +$68.7K +228 +3%
CWP
1299
Concord Wealth Partners
Virginia
$2.03M +$283K +941 +16%
CWAG
1300
Compton Wealth Advisory Group
Virginia
$2.03M