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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 %
CMI
1426
Clare Market Investments
Texas
$1.61M +$48.5K +161 +3%
PPW
1427
Parcion Private Wealth
Washington
$1.6M -$7.23K -24 -0.4%
SSWM
1428
Smith Salley Wealth Management
North Carolina
$1.59M +$87.6K +291 +6%
WGCA
1429
Wolf Group Capital Advisors
Virginia
$1.59M
EWA
1430
EverSource Wealth Advisors
Alabama
$1.59M -$51.1K -190 -3%
EW
1431
Evoke Wealth
California
$1.59M +$1.59M +5,262 New
HSA
1432
HBK Sorce Advisory
Pennsylvania
$1.58M +$463K +1,536 +41%
VIM
1433
VELA Investment Management
Ohio
$1.57M +$10.8K +36 +0.7%
NBT
1434
Northwest Bank & Trust
Iowa
$1.56M -$39K -145 -2%
GI
1435
GAMCO Investors
Connecticut
$1.56M -$66.9K -222 -4%
NLGIA
1436
Nippon Life Global Investors Americas
New York
$1.56M -$1.72M -5,720 -53%
CPM
1437
Connective Portfolio Management
New York
$1.56M
B
1438
Birchbrook
Maine
$1.55M -$216K -717 -12%
TAM
1439
Trillium Asset Management
Massachusetts
$1.55M -$188K -623 -11%
IIM
1440
InTrack Investment Management
Vermont
$1.55M +$37.7K +125 +2%
VA
1441
Verdad Advisers
Massachusetts
$1.54M +$1.54M +5,125 New
LA
1442
Legacy Advisors
Pennsylvania
$1.54M +$448K +1,484 +41%
BI
1443
Ballast Inc
Kentucky
$1.54M +$2.11K +7 +0.1%
EB
1444
Emprise Bank
Kansas
$1.53M +$1.53M +5,088 New
EWA
1445
Exencial Wealth Advisors
Oklahoma
$1.53M -$63.6K -211 -4%
NFSG
1446
Newbridge Financial Services Group
Florida
$1.53M +$416K +1,380 +37%
NAS
1447
Nicolet Advisory Services
Wisconsin
$1.53M +$907 +3 +0.1%
BAM
1448
Bosun Asset Management
Illinois
$1.52M
WEG
1449
World Equity Group
Illinois
$1.52M +$17.8K +59 +1%
FMTC
1450
Farmers & Merchants Trust Company
California
$1.52M +$10.5K +35 +0.7%