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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 %
BAM
1576
Byrne Asset Management
New Jersey
$1.17M +$56.3K +187 +5%
BL
1577
BFSG LLC
California
$1.17M -$53K -176 -4%
FWM
1578
Foguth Wealth Management
Michigan
$1.17M +$1.17M +3,887 New
BIP
1579
Blueprint Investment Partners
North Carolina
$1.17M +$244K +811 +26%
DFC
1580
DB Fitzpatrick & Co
Idaho
$1.17M -$339K -1,125 -22%
PIM
1581
Platinum Investment Management
Australia
$1.16M +$1.16M +3,862 New
TSS
1582
Two Sigma Securities
New York
$1.16M -$7.63M -25,325 -87%
OIM
1583
Oder Investment Management
California
$1.15M -$2.71K -9 -0.2%
OWA
1584
Octavia Wealth Advisors
Ohio
$1.15M -$321K -1,066 -22%
DFA
1585
Delta Financial Advisors
Louisiana
$1.15M +$173K +575 +18%
CBT
1586
Central Bank & Trust
Kentucky
$1.14M +$382K +1,267 +50%
AAM
1587
Augustine Asset Management
Florida
$1.14M -$12K -40 -1%
LCM
1588
LCM Capital Management
Illinois
$1.14M -$1.21K -4 -0.1%
AIC
1589
Argus Investors Counsel
New York
$1.14M +$13.9K +46 +1%
PAM
1590
Paradigm Asset Management
New York
$1.13M -$361K -1,200 -24%
SIC
1591
Salem Investment Counselors
North Carolina
$1.13M -$3.62K -12 -0.3%
CAG
1592
Csenge Advisory Group
Florida
$1.13M +$117K +387 +12%
FW
1593
FirstPurpose Wealth
Utah
$1.12M -$9.59K -32 -0.8%
BDFN
1594
Bond & Devick Financial Network
Minnesota
$1.12M
ACM
1595
Allred Capital Management
Texas
$1.12M +$396K +1,314 +55%
RTC
1596
Riverview Trust Company
Washington
$1.12M
SWM
1597
Seed Wealth Management
Illinois
$1.12M +$12.1K +40 +1%
S
1598
ShariaPortfolio
Florida
$1.11M +$154K +510 +16%
LWP
1599
LMG Wealth Partners
Louisiana
$1.11M +$1.11M +3,699 New
NCFG
1600
New Century Financial Group
New Jersey
$1.11M +$175K +582 +19%