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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 %
C
1326
Certuity
Florida
$1.94M -$397K -1,317 -17%
KAS
1327
KPP Advisory Services
Kentucky
$1.94M +$139K +460 +8%
CIA
1328
Capital Investment Advisors
Georgia
$1.94M -$40.7K -135 -2%
PL
1329
Plancorp LLC
Missouri
$1.94M +$79.2K +263 +4%
JCM
1330
Jacobi Capital Management
Pennsylvania
$1.93M -$102K -338 -5%
NMG
1331
New Millennium Group
Utah
$1.93M +$1.1M +3,648 +132%
ECU
1332
Eisler Capital (UK)
United Kingdom
$1.93M -$4.46M -14,799 -70%
OHIS
1333
Oak Harvest Investment Services
Texas
$1.93M +$385K +1,278 +25%
DCM
1334
Donaldson Capital Management
Indiana
$1.93M -$44.3K -147 -2%
PVI
1335
Pine Valley Investments
New Jersey
$1.92M -$19.9K -66 -1%
FPF
1336
First Pacific Financial
Washington
$1.92M -$326K -1,082 -15%
GA
1337
GraniteShares Advisors
New York
$1.91M -$52.4K -174 -3%
SC
1338
Saturna Capital
Washington
$1.91M +$73.5K +244 +4%
KMWM
1339
Keudell/Morrison Wealth Management
Oregon
$1.91M -$3.61K -12 -0.2%
CAMG
1340
CWA Asset Management Group
Florida
$1.91M -$21.1K -70 -1%
BBL
1341
Beck Bode LLC
Massachusetts
$1.91M -$324K -1,076 -15%
AWA
1342
Aaron Wealth Advisors
Illinois
$1.9M +$364K +1,210 +24%
RPC
1343
Rossmore Private Capital
Connecticut
$1.89M +$7.83K +26 +0.4%
IAS
1344
IMA Advisory Services
Colorado
$1.89M -$27.7K -92 -1%
JPWM
1345
Jamison Private Wealth Management
Georgia
$1.89M +$25.3K +84 +1%
CMTU
1346
Capital Markets Trading (UK)
United Kingdom
$1.89M +$1.89M +6,263 New
CP
1347
Canopy Partners
Ohio
$1.89M +$75.9K +252 +4%
SI
1348
Scharf Investments
California
$1.88M +$774K +2,570 +70%
WIS
1349
Wright Investors Service
Connecticut
$1.87M +$1.87M +6,214 New
IA
1350
IFP Advisors
Florida
$1.87M +$569K +1,891 +44%