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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 %
GFP
1676
Gryphon Financial Partners
Ohio
$952K -$241K -799 -20%
PFBT
1677
Parkside Financial Bank & Trust
Missouri
$952K +$63.2K +210 +7%
HI
1678
Harbour Investments
Wisconsin
$951K +$26.8K +89 +3%
CMANY
1679
Capital Management Associates (New York)
New York
$949K -$105K -350 -10%
RMDI
1680
R.M. Davis Inc
Maine
$947K +$9.34K +31 +1%
PSP
1681
Principal Street Partners
Tennessee
$938K +$37.3K +126 +4%
FPCP
1682
Fort Point Capital Partners
California
$933K +$24.4K +81 +3%
CQS
1683
Credential Qtrade Securities
$932K -$96.7K -321 -9%
AWAG
1684
ARS Wealth Advisors Group
Florida
$927K -$32.8K -109 -3%
QC
1685
Quent Capital
New York
$926K +$34.3K +114 +4%
CPC
1686
Congress Park Capital
New York
$914K -$149K -495 -14%
CM
1687
Corvex Management
New York
$913K
GEM
1688
Global Endowment Management
North Carolina
$913K -$1.98M -6,559 -68%
WAOI
1689
Wealth Advisors of Iowa
Iowa
$909K -$550K -1,825 -38%
AA
1690
Ancora Advisors
Ohio
$908K +$8.13K +27 +0.9%
AWM
1691
Avitas Wealth Management
California
$906K -$12K -40 -1%
PWMAG
1692
Pinnacle Wealth Management Advisory Group
New Jersey
$904K +$21.1K +70 +2%
CFM
1693
Catalyst Funds Management
Australia
$904K +$904K +3,000 New
VFG
1694
V2 Financial group
Illinois
$901K
TP
1695
Tranquility Partners
Tennessee
$896K +$9.64K +32 +1%
SCI
1696
S&CO Inc
Massachusetts
$894K
MW
1697
Marcum Wealth
Ohio
$890K +$88.5K +294 +11%
TL
1698
Tradewinds LLC
North Carolina
$889K +$889K +3,378 New
1CP
1699
17 Capital Partners
Arizona
$887K -$161K -535 -15%
MWA
1700
Midland Wealth Advisors
Illinois
$887K -$68.4K -227 -7%