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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 %
GPA
1501
Guerra Pan Advisors
New Jersey
$1.35M -$172K -570 -11%
NJIM
1502
Nabity-Jensen Investment Management
Nebraska
$1.35M
SP
1503
Stonebrook Private
Michigan
$1.35M +$111K +367 +9%
PI
1504
PEAK6 Investments
Illinois
$1.34M +$1.34M +4,454 +222,700%
BO
1505
Bank OZK
Arkansas
$1.34M -$34.3K -114 -3%
DCM
1506
Dudley Capital Management
Virginia
$1.34M +$10.6K +35 +0.8%
CFP
1507
Catalyst Financial Partners
Massachusetts
$1.34M +$90.1K +326 +7%
MAM
1508
MWA Asset Management
Massachusetts
$1.33M +$20.2K +67 +2%
SMFG
1509
Sumitomo Mitsui Financial Group
Japan
$1.33M +$1.33M +4,431 New
ECM
1510
Element Capital Management
New York
$1.33M +$1.33M +4,416 New
IFU
1511
iSAM Funds (UK)
United Kingdom
$1.32M -$352K -1,170 -21%
SAM
1512
Smartleaf Asset Management
Massachusetts
$1.32M +$398K +1,319 +43%
VFPI
1513
Vantage Financial Partners (Illinois)
Illinois
$1.32M -$407K -1,350 -24%
EFG
1514
Everhart Financial Group
Ohio
$1.32M +$170K +566 +15%
VBCG
1515
Valley Brook Capital Group
Pennsylvania
$1.31M +$90.4K +300 +7%
AFO
1516
Arrowroot Family Office
California
$1.31M -$44K -146 -3%
BOM
1517
Bank of Marin
California
$1.31M -$88.5K -294 -6%
TFIPS
1518
Towarzystwo Funduszy Inwestycyjnych PZU SA
$1.31M -$188K -625 -13%
AP
1519
Adero Partners
California
$1.31M -$40.1K -133 -3%
RIA
1520
Realta Investment Advisors
Delaware
$1.3M +$170K +563 +15%
P
1521
&Partners
Tennessee
$1.3M +$908K +3,015 +229%
SAG
1522
SageView Advisory Group
California
$1.3M -$2.74M -6,449 -68%
EFG
1523
Embree Financial Group
Illinois
$1.3M -$127K -421 -9%
CW
1524
CIC Wealth
Maryland
$1.3M -$14.2K -47 -1%
PP
1525
PDS Planning
Ohio
$1.29M +$40.1K +133 +3%