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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 %
GWMIA
1351
Global Wealth Management Investment Advisory
Florida
$1.86M -$24.7K -82 -1%
LS
1352
Leelyn Smith
Illinois
$1.86M -$13K -43 -0.7%
WLG
1353
Williamson Legacy Group
Indiana
$1.86M +$120K +399 +7%
LAS
1354
Lloyd Advisory Services
Georgia
$1.86M +$1.57M +5,204 +544%
BFPW
1355
BOK Financial Private Wealth
Colorado
$1.85M +$1.22M +4,045 +194%
QWM
1356
Quadcap Wealth Management
Texas
$1.85M -$241K -800 -12%
IWA
1357
Invera Wealth Advisors
Oregon
$1.83M +$28.3K +104 +2%
SCP
1358
Shorepoint Capital Partners
Massachusetts
$1.83M -$64.8K -215 -3%
BA
1359
Birinyi Associates
Connecticut
$1.83M -$94.9K -315 -5%
SMH
1360
Sanders Morris Harris
Texas
$1.83M +$113K +376 +7%
HBT
1361
Heartland Bank & Trust
Illinois
$1.82M +$1.82M +6,032 New
PBT
1362
Pictet Bank & Trust
Bahamas
$1.81M -$214K -712 -11%
QPW
1363
Quantum Private Wealth
Florida
$1.81M -$98.8K -328 -5%
AFA
1364
AA Financial Advisors
Ohio
$1.81M +$1.81M +6,018 New
LC
1365
Lindbrook Capital
California
$1.81M -$23.8K -79 -1%
AFAS
1366
Acorn Financial Advisory Services
Virginia
$1.81M -$616K -2,044 -25%
CVA
1367
Central Valley Advisors
California
$1.81M +$36.1K +120 +2%
NAAA
1368
New Age Alpha Advisors
New York
$1.81M
CFG
1369
Carr Financial Group
Massachusetts
$1.8M +$120K +397 +7%
CAMV
1370
Concord Asset Management (Virginia)
Virginia
$1.8M +$384K +1,274 +27%
CI
1371
Conning Inc
Connecticut
$1.79M -$17.2K -57 -1%
RCA
1372
Riverview Capital Advisers
Massachusetts
$1.78M
RAM
1373
Ramirez Asset Management
New York
$1.78M -$103K -342 -5%
RCG
1374
Regatta Capital Group
California
$1.77M +$40.1K +133 +2%
SFM
1375
Signet Financial Management
New Jersey
$1.77M +$69K +229 +4%