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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 %
KIA
1651
Kraematon Investment Advisors
Massachusetts
$996K -$33.1K -110 -3%
FAG
1652
Fortitude Advisory Group
Washington
$995K -$250K -830 -20%
CIC
1653
Carnegie Investment Counsel
Ohio
$995K -$40.7K -135 -4%
FAM
1654
Formidable Asset Management
Ohio
$994K +$605K +2,009 +156%
AC
1655
ASB Consultores
Florida
$990K +$736K +2,443 +289%
V
1656
ViaWealth
Kansas
$986K -$4.52K -15 -0.5%
LAM
1657
L2 Asset Management
Massachusetts
$983K +$59K +196 +6%
RCA
1658
Roberts Capital Advisors
Colorado
$982K +$982K +3,262 New
FFS
1659
Founders Financial Securities
Maryland
$981K +$18.1K +60 +2%
MTWM
1660
Masso Torrence Wealth Management
New Jersey
$976K +$27.1K +90 +3%
FB
1661
First Bancorp
Maine
$974K -$31.9K -106 -3%
RCA
1662
Resonant Capital Advisors
Wisconsin
$973K +$478K +1,585 +97%
WGC
1663
Watts Gwilliam & Co
Arizona
$973K +$973K +3,514 New
ANBT
1664
American National Bank & Trust
Texas
$972K
ARC
1665
Advisor Resource Council
Texas
$972K -$1.34M -5,110 -58%
MCWA
1666
Meadow Creek Wealth Advisors
Georgia
$971K +$44K +146 +5%
SYBT
1667
Stock Yards Bank & Trust
Kentucky
$970K -$161K -533 -14%
ACGA
1668
Atlanta Consulting Group Advisors
Georgia
$969K +$969K +3,216 New
CASC
1669
Coppell Advisory Solutions Corp
Texas
$968K +$968K +3,215 New
ZF
1670
Zhang Financial
Michigan
$968K +$544K +1,807 +129%
BWP
1671
BSW Wealth Partners
Colorado
$967K +$25.3K +84 +3%
VWA
1672
Visionary Wealth Advisors
Illinois
$964K -$23.8K -79 -2%
FCA
1673
FLC Capital Advisors
California
$964K
ST
1674
Smithfield Trust
Pennsylvania
$957K +$50.3K +166 +6%
DA
1675
Dover Advisors
Virginia
$957K +$333K +1,106 +53%