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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 %
KC
1701
Knuff & Co
California
$885K +$120K +400 +16%
AFT
1702
Alpha Family Trust
California
$884K
HBW
1703
Hazlett, Burt & Watson
West Virginia
$882K +$603 +2 +0.1%
BCM
1704
Bienville Capital Management
New York
$882K
CIG
1705
Cascade Investment Group
Colorado
$879K -$120K -400 -12%
Fayez Sarofim & Co
1706
Fayez Sarofim & Co
Texas
$879K -$25.6K -85 -3%
KHCM
1707
Kirtland Hills Capital Management
Ohio
$878K +$878K +3,154 New
PWP
1708
Pursue Wealth Partners
California
$876K
BWA
1709
Blodgett Wealth Advisors
California
$871K +$33.7K +112 +4%
SRL
1710
Scientech Research LLC
New Jersey
$864K +$864K +2,870 New
SSWM
1711
Strait & Sound Wealth Management
California
$863K +$27.2K +91 +3%
MLA
1712
My Legacy Advisors
Oregon
$861K +$168K +558 +24%
MSWM
1713
McGlone Suttner Wealth Management
Wisconsin
$860K +$63.6K +211 +8%
VF
1714
Virtu Financial
New York
$859K +$859K +2,853 New
EFS
1715
Essex Financial Services
Connecticut
$858K +$183K +606 +27%
PWM
1716
Palumbo Wealth Management
New York
$855K +$223K +739 +35%
JCIA
1717
Jackson Creek Investment Advisors
Colorado
$851K -$35.8K -119 -4%
MC
1718
Mathes Company
New York
$851K
APW
1719
Austin Private Wealth
Texas
$851K +$200K +655 +31%
TA
1720
TFG Advisers
Michigan
$849K -$15.7K -52 -2%
ECG
1721
EPIQ Capital Group
California
$849K -$6.94K -23 -0.8%
PA
1722
Probity Advisors
Texas
$845K -$29.8K -99 -3%
VNA
1723
Valley National Advisers
Pennsylvania
$842K +$101K +335 +14%
OCM
1724
Osterweis Capital Management
California
$842K -$31K -103 -4%
VT
1725
Vise Technologies
New York
$837K +$45.8K +152 +6%