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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 %
CIA
1526
Choate Investment Advisors
Massachusetts
$1.29M -$2.1M -6,957 -62%
AC
1527
AlphaCore Capital
California
$1.29M +$117K +389 +10%
NAMNJ
1528
NorthStar Asset Management (New Jersey)
New Jersey
$1.29M +$74.1K +246 +6%
ACM
1529
Advisors Capital Management
New Jersey
$1.29M +$173K +574 +16%
SQA
1530
Simon Quick Advisors
New Jersey
$1.28M +$374K +1,242 +41%
DA
1531
Duality Advisers
Florida
$1.28M +$1.28M +4,249 New
AWM
1532
Angeles Wealth Management
California
$1.28M +$160K +530 +14%
SSWG
1533
Seven Springs Wealth Group
Tennessee
$1.28M -$81.9K -272 -6%
CPW
1534
Cove Private Wealth
New York
$1.27M
CWA
1535
Consilium Wealth Advisory
Texas
$1.27M +$69.6K +231 +6%
FI
1536
Financial Insights
Washington
$1.27M +$1.51K +5 +0.1%
FIM
1537
Freedom Investment Management
Connecticut
$1.26M +$3.01K +10 +0.2%
BOH
1538
Bank of Hawaii
Hawaii
$1.26M +$264K +875 +26%
HPC
1539
HM Payson & Co
Maine
$1.26M -$130K -433 -9%
MSFS
1540
Main Street Financial Solutions
Pennsylvania
$1.26M +$813K +2,699 +182%
HAG
1541
HF Advisory Group
Maryland
$1.26M +$156K +519 +14%
WJWM
1542
Williams Jones Wealth Management
New York
$1.26M +$585K +1,943 +87%
BC
1543
Bowman & Company
Wisconsin
$1.25M +$3.31K +11 +0.3%
SAM
1544
Secure Asset Management
Michigan
$1.25M -$402K -1,334 -24%
JE
1545
JMAC Enterprises
Pennsylvania
$1.25M +$8.73K +29 +0.7%
BWA
1546
Bordeaux Wealth Advisors
California
$1.24M -$119K -396 -9%
FFN
1547
Focus Financial Network
Minnesota
$1.24M -$637K -2,342 -34%
AWCI
1548
Alpine Woods Capital Investors
New York
$1.24M -$1.72M -6,400 -58%
BPGAM
1549
BTG Pactual Global Asset Management
Bermuda
$1.23M +$1.23M +4,097 New
CA
1550
Claro Advisors
Massachusetts
$1.23M +$57.8K +192 +5%