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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 %
SAW
1451
Signal Advisors Wealth
Michigan
$1.52M +$236K +783 +18%
FTWA
1452
Fifth Third Wealth Advisors
Ohio
$1.51M +$84K +279 +6%
AA
1453
Argent Advisors
Louisiana
$1.51M -$21.1K -70 -1%
AP
1454
Americana Partners
Texas
$1.5M +$94.3K +313 +7%
SIA
1455
Strategic Investment Advisors
Michigan
$1.5M +$11.7K +39 +0.8%
TPWA
1456
Twin Peaks Wealth Advisors
California
$1.5M -$107K -355 -7%
BLC
1457
Brown, Lisle/Cummings
Rhode Island
$1.5M
PWPS
1458
Pinnacle Wealth Planning Services
Ohio
$1.49M +$11.4K +38 +0.8%
RMAM
1459
Raab & Moskowitz Asset Management
New Jersey
$1.49M +$6.33K +21 +0.4%
CCB
1460
Country Club Bank
Missouri
$1.49M -$31.6K -105 -2%
SIG
1461
Sargent Investment Group
Maryland
$1.49M +$12.3K +41 +0.8%
TF
1462
TLWM Financial
Texas
$1.49M -$566K -1,879 -28%
CWM
1463
Chemistry Wealth Management
New York
$1.48M +$202K +670 +16%
LB
1464
Legacy Bridge
Iowa
$1.48M -$15.4K -51 -1%
I
1465
InceptionR
California
$1.47M +$840K +2,790 +134%
SCP
1466
Stamos Capital Partners
California
$1.46M -$301K -1,000 -17%
GP
1467
Geneva Partners
Wisconsin
$1.46M +$234K +778 +19%
NA
1468
Navellier & Associates
Nevada
$1.46M
HIIFS
1469
Harel Insurance Investments & Financial Services
Israel
$1.46M -$126K -419 -8%
OCM
1470
Orion Capital Management
California
$1.45M +$43.7K +145 +3%
QWP
1471
Quotient Wealth Partners
Texas
$1.44M +$52.4K +174 +4%
DC
1472
Davenport & Co
Virginia
$1.44M +$65.1K +216 +5%
MCM
1473
Mainstay Capital Management
Michigan
$1.44M -$204K -676 -12%
WPWM
1474
Western Pacific Wealth Management
Illinois
$1.44M +$53.6K +178 +4%
EI
1475
Ellevest Inc
New York
$1.43M +$54.2K +180 +4%