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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 %
OWMIAS
1301
One Wealth Management Investment & Advisory Services
Florida
$2.03M +$62K +206 +3%
KFS
1302
Kaizen Financial Strategies
California
$2.02M -$1.21K -4 -0.1%
FCB
1303
First County Bank
Connecticut
$2.01M -$107K -355 -5%
CPRC
1304
Consolidated Portfolio Review Corp
New York
$2.01M -$684K -2,272 -25%
GWSG
1305
GPS Wealth Strategies Group
Colorado
$2.01M +$105K +350 +6%
BSW
1306
Buckingham Strategic Wealth
Missouri
$2M +$322K +1,070 +19%
ACA
1307
Aptus Capital Advisors
Alabama
$2M +$417K +1,385 +26%
1W
1308
1776 Wealth
Georgia
$2M -$9.94K -33 -0.5%
AWMT
1309
AAFMAA Wealth Management & Trust
North Carolina
$2M -$6.05M -20,082 -75%
RAM
1310
Redmond Asset Management
Virginia
$1.99M -$39.2K -130 -2%
PFMU
1311
Privium Fund Management (UK)
United Kingdom
$1.98M -$2.59M -8,506 -57%
LAM
1312
Lewis Asset Management
California
$1.97M -$217K -722 -10%
CFG
1313
Cooper Financial Group
California
$1.97M +$151K +503 +8%
GC
1314
Gilbert & Cook
Iowa
$1.97M +$262K +871 +15%
HT
1315
Heritage Trust
Oklahoma
$1.97M -$53K -176 -3%
CPIG
1316
Chicago Partners Investment Group
Illinois
$1.97M -$14.9K -54 -0.8%
AB
1317
Atlas Brown
Kentucky
$1.95M +$29.8K +99 +2%
CHAM
1318
Clear Harbor Asset Management
Connecticut
$1.95M +$368K +1,223 +23%
KTM
1319
Keeler Thomas Management
Utah
$1.95M -$119K -385 -6%
ATWA
1320
Arbor Trust Wealth Advisors
Michigan
$1.95M +$58.5K +195 +3%
NFG
1321
Nations Financial Group
Iowa
$1.94M +$500K +1,661 +35%
PWM
1322
Peterson Wealth Management
Nevada
$1.94M +$516K +1,713 +36%
MA
1323
Montag & Associates
Georgia
$1.94M -$121K -400 -6%
RA
1324
RFG Advisory
Alabama
$1.94M +$367K +1,220 +23%
SM
1325
Sciencast Management
New Jersey
$1.94M +$155K +514 +9%