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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 %
HH
1476
Hilltop Holdings
Texas
$1.43M +$107K +355 +8%
DAM
1477
Deltec Asset Management
New York
$1.43M -$768K -2,550 -35%
GDP
1478
Great Diamond Partners
Maine
$1.42M +$6.93K +23 +0.5%
WIM
1479
Westside Investment Management
California
$1.42M
AAM
1480
Ascension Asset Management
New York
$1.42M +$1.42M +4,715 New
GM
1481
Granger Management
New York
$1.4M +$106K +351 +8%
GT
1482
Glenview Trust
Kentucky
$1.4M +$49.1K +163 +4%
GI
1483
GAMMA Investing
California
$1.4M +$148K +493 +12%
AF
1484
Aldebaran Financial
$1.39M -$79.8K -265 -5%
CWM
1485
Cornerstone Wealth Management
Missouri
$1.39M -$33.4K -111 -2%
DP
1486
Denver PWM
Colorado
$1.38M -$12.1K -41 -0.9%
GLAM
1487
Gardner Lewis Asset Management
Pennsylvania
$1.38M
QCM
1488
Qsemble Capital Management
New York
$1.38M -$2.55M -8,470 -65%
CIP
1489
Convergence Investment Partners
Florida
$1.37M +$381K +1,266 +38%
ACM
1490
Ayrshire Capital Management
Connecticut
$1.37M -$57.8K -192 -4%
KOC
1491
Koss-Olinger Consulting
Florida
$1.37M +$910K +3,020 +197%
PFWA
1492
Paces Ferry Wealth Advisors
Georgia
$1.37M -$28.6K -95 -2%
BAM
1493
Belpointe Asset Management
Nevada
$1.37M -$140K -464 -9%
FUBT
1494
First United Bank & Trust
Maryland
$1.36M +$3.01K +10 +0.2%
EWA
1495
Etesian Wealth Advisors
Oregon
$1.36M -$98.5K -327 -7%
LTI
1496
Laffer Tengler Investments
Tennessee
$1.36M -$510K -1,692 -27%
CCG
1497
Coastwise Capital Group
California
$1.36M -$120K -400 -8%
OAM
1498
Occidental Asset Management
California
$1.36M -$106K -353 -7%
MFS
1499
Monetta Financial Services
Illinois
$1.36M
LOAMU
1500
Lombard Odier Asset Management (USA)
New York
$1.36M +$753K +2,500 +125%