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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 %
EWM
1401
Empirical Wealth Management
Washington
$1.66M -$230K -763 -12%
GMF
1402
Grace & Mercy Foundation
New York
$1.66M
CPIA
1403
Cornell Pochily Investment Advisors
New York
$1.66M -$37K -123 -2%
SIMG
1404
Sonora Investment Management Group
Arizona
$1.65M +$648K +2,151 +64%
DP
1405
Dearborn Partners
Illinois
$1.65M -$45.8K -152 -3%
PMG
1406
ProVise Management Group
Florida
$1.65M -$185K -614 -10%
AWA
1407
Alta Wealth Advisors
Massachusetts
$1.64M -$21.1K -70 -1%
CC
1408
Centiva Capital
New York
$1.64M +$1.55M +5,138 +1,606%
OPW
1409
Oxler Private Wealth
New York
$1.64M +$753K +2,500 +85%
SIM
1410
Sentry Investment Management
Wisconsin
$1.64M +$105K +347 +7%
SFCL
1411
Strengthening Families & Communities LLC
Massachusetts
$1.64M +$150K +499 +10%
LCM
1412
Lazari Capital Management
California
$1.64M -$93.7K -311 -5%
TPI
1413
Trust Point Inc
Wisconsin
$1.63M -$23.8K -79 -1%
MSAM
1414
Moloney Securities Asset Management
Missouri
$1.63M -$2.41K -8 -0.1%
FFO
1415
Fiduciary Family Office
Florida
$1.63M +$163K +540 +11%
AC
1416
Apella Capital
Connecticut
$1.63M -$12.1K -40 -0.7%
APP
1417
Avantax Planning Partners
Iowa
$1.62M +$243K +807 +18%
MRCM
1418
M&R Capital Management
New Jersey
$1.62M -$320K -1,061 -16%
FMLI
1419
Fukoku Mutual Life Insurance
Japan
$1.62M -$180K -599 -10%
YIH
1420
Y-Intercept (HK)
Hong Kong
$1.62M +$1.62M +5,370 New
IIM
1421
Ironwood Investment Management
Massachusetts
$1.62M -$127K -423 -7%
SC
1422
Syon Capital
California
$1.61M -$1.78M -5,905 -52%
IAIM
1423
International Assets Investment Management
Florida
$1.61M -$6.05K -20 -0.4%
TAM
1424
Tealwood Asset Management
Minnesota
$1.61M +$1.61M +5,343 New
HA
1425
Harfst & Associates
Wyoming
$1.61M +$1.61M +5,337 New