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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 %
SSI
1376
Scott & Selber Inc
Texas
$1.77M +$5.42K +18 +0.3%
TPWA
1377
TRUE Private Wealth Advisors
Oregon
$1.76M -$13.6K -45 -0.8%
CFGS
1378
Concourse Financial Group Securities
Alabama
$1.76M +$79.3K +263 +5%
WRPWM
1379
Werba Rubin Papier Wealth Management
California
$1.76M -$10.3K -34 -0.6%
SJIM
1380
St. Johns Investment Management
Florida
$1.76M +$68.7K +228 +4%
LFA
1381
Legacy Financial Advisors
Kentucky
$1.76M +$164K +544 +10%
DA
1382
Doliver Advisors
Texas
$1.75M -$168K -557 -9%
AC
1383
AXQ Capital
New Jersey
$1.75M -$151K -500 -8%
Capstone Investment Advisors
1384
Capstone Investment Advisors
New York
$1.75M +$1.67M +5,530 +2,063%
KCM
1385
KRS Capital Management
Michigan
$1.72M +$27.1K +90 +2%
LWA
1386
Lineweaver Wealth Advisors
Ohio
$1.72M -$38.6K -128 -2%
VI
1387
Versor Investments
New York
$1.71M +$27.7K +92 +2%
RCAG
1388
Rehmann Capital Advisory Group
Michigan
$1.71M -$22.6K -75 -1%
SAM
1389
Strategy Asset Managers
California
$1.71M +$787K +2,613 +86%
VWM
1390
Venturi Wealth Management
Texas
$1.7M +$42.8K +142 +3%
SC
1391
Sapient Capital
Indiana
$1.7M -$201K -665 -11%
CT
1392
Chicago Trust
Illinois
$1.7M +$78.6K +261 +5%
IP
1393
Intellectus Partners
California
$1.69M
RMC
1394
Resources Management Corp
Connecticut
$1.69M -$753K -2,500 -31%
KP
1395
Keel Point
Alabama
$1.68M +$328K +1,089 +24%
TFA
1396
Teamwork Financial Advisors
Texas
$1.68M +$298K +991 +22%
LAI
1397
Legal Advantage Investments
California
$1.68M
CI
1398
CX Institutional
Indiana
$1.68M -$13.9K -46 -0.8%
SG
1399
StoneX Group
New York
$1.68M +$158K +524 +10%
CTFG
1400
Capstone Triton Financial Group
Oklahoma
$1.67M +$6.93K +23 +0.4%