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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 %
PEA
1601
Park Edge Advisors
Ohio
$1.11M +$315K +1,045 +40%
GWP
1602
Gen-Wealth Partners
Michigan
$1.11M +$1.11M +3,685 New
MFP
1603
Meridian Financial Partners
Virginia
$1.11M -$13.9K -50 -1%
SPIS
1604
Steward Partners Investment Solutions
Oregon
$1.1M +$5.72K +19 +0.5%
CFMC
1605
Curbstone Financial Management Corp
New Hampshire
$1.1M -$15.1K -50 -1%
KW
1606
KWB Wealth
California
$1.1M -$26.8K -89 -2%
KCFA
1607
Key Client Fiduciary Advisors
New Jersey
$1.1M +$1.1M +3,653 New
CAWM
1608
Capital Advisors Wealth Management
Washington
$1.1M +$141K +469 +15%
UW
1609
Unique Wealth
Florida
$1.1M +$632K +2,097 +135%
PIA
1610
Perennial Investment Advisors
California
$1.1M +$56.6K +188 +5%
GFG
1611
Greystone Financial Group
Michigan
$1.1M +$163K +542 +18%
GEA
1612
Glen Eagle Advisors
New Jersey
$1.09M +$3.92K +13 +0.4%
MS
1613
Maven Securities
Jersey
$1.09M -$134K -446 -11%
LWL
1614
Leo Wealth LLC
Texas
$1.09M +$236K +780 +28%
IIM
1615
Ipswich Investment Management
Massachusetts
$1.09M +$15.1K +50 +1%
JIP
1616
Jaffetilchin Investment Partners
Florida
$1.09M +$379K +1,258 +54%
Wolverine Trading
1617
Wolverine Trading
Illinois
$1.09M -$14.4M -47,876 -93%
BCM
1618
Brown Capital Management
Maryland
$1.08M
OWP
1619
Old Well Partners
North Carolina
$1.08M -$482K -1,600 -31%
LIG
1620
Lokken Investment Group
Delaware
$1.08M -$4.82K -16 -0.4%
LJAC
1621
L.J. Altfest & Co
New York
$1.08M -$532K -1,766 -33%
IIM
1622
Intact Investment Management
Quebec, Canada
$1.08M -$392K -1,300 -27%
SIG
1623
Sky Investment Group
Connecticut
$1.07M -$7.53K -25 -0.7%
SIC
1624
Sterling Investment Counsel
New York
$1.07M +$51.8K +172 +5%
MCA
1625
Magnolia Capital Advisors
Mississippi
$1.06M +$177K +656 +20%