CRM icon

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 %
1SB
1551
1ST Source Bank
Indiana
$1.23M -$7.53K -25 -0.6%
WAG
1552
Wallace Advisory Group
California
$1.22M -$16.3K -62 -1%
TYCC
1553
Texas Yale Capital Corp
Florida
$1.22M
ICG
1554
InterOcean Capital Group
Tennessee
$1.22M +$187K +621 +18%
DI
1555
Diligent Investors
California
$1.22M -$48.2K -160 -4%
MIP
1556
Marietta Investment Partners
Wisconsin
$1.22M +$1.22M +4,056 New
GITFIT
1557
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$1.22M -$546K -1,813 -31%
SRC
1558
Sage Rhino Capital
California
$1.22M -$23.2K -77 -2%
MMG
1559
Monetary Management Group
Missouri
$1.22M +$532K +1,765 +78%
RBC
1560
Romano Brothers & Co
Illinois
$1.22M -$27.1K -90 -2%
IPAM
1561
Investment Partners Asset Management
New Jersey
$1.22M -$18.7K -62 -2%
NDSI
1562
Newman Dignan & Sheerar Inc
Rhode Island
$1.21M +$2.11K +7 +0.2%
HCM
1563
Highlander Capital Management
New Jersey
$1.21M -$248K -822 -17%
VSAM
1564
Value Star Asset Management
Hong Kong
$1.2M +$1.2M +4,000 New
RP
1565
Raelipskie Partnership
Ontario, Canada
$1.2M -$48.2K -160 -4%
LGA
1566
Lebenthal Global Advisors
New York
$1.2M +$127K +423 +12%
CBTWT
1567
Community Bank & Trust (Waco, Texas)
Texas
$1.19M +$12.4K +41 +1%
PPWM
1568
Paragon Private Wealth Management
Kentucky
$1.19M +$84.6K +281 +8%
WDC
1569
Woodward Diversified Capital
California
$1.18M +$937K +3,110 +382%
SWMG
1570
Signature Wealth Management Group
Georgia
$1.18M +$75.4K +279 +7%
BHCM
1571
Brevan Howard Capital Management
Jersey
$1.18M +$693K +2,301 +142%
ESB
1572
Essex Savings Bank
Connecticut
$1.18M
UWS
1573
Unique Wealth Strategies
Illinois
$1.18M +$134K +446 +13%
PMA
1574
Prudent Man Advisors
Illinois
$1.18M -$179K -594 -13%
MIM
1575
Moseley Investment Management
Florida
$1.18M -$77.7K -258 -6%