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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 %
GCA
1726
Guardian Capital Advisors
Ontario, Canada
$837K -$169K -612 -17%
AWM
1727
Aviso Wealth Management
Washington
$835K -$80.7K -268 -9%
FCBT
1728
First Citizens Bank & Trust
North Carolina
$831K +$64.2K +213 +8%
JFG
1729
Jefferies Financial Group
New York
$830K -$9.13M -30,300 -92%
CA
1730
Continuum Advisory
Idaho
$830K -$57.2K -208 -6%
VEA
1731
Virtus ETF Advisers
New York
$824K -$47.9K -159 -5%
CG
1732
Cutler Group
California
$823K -$368K -1,222 -31%
SGA
1733
Seaport Global Advisors
Massachusetts
$818K +$212K +704 +35%
OWG
1734
Oxford Wealth Group
Florida
$817K +$817K +2,714 New
AA
1735
Alta Advisers
United Kingdom
$813K
WWM
1736
Wolff Wiese Magana
California
$810K +$5.42K +18 +0.7%
MCC
1737
Malaga Cove Capital
California
$808K
CAM
1738
Carret Asset Management
New York
$805K -$33.1K -110 -4%
KFA
1739
Kapstone Financial Advisors
Ohio
$804K
GTAM
1740
Global Trust Asset Management
Florida
$804K +$232K +770 +41%
AP
1741
Appleton Partners
Massachusetts
$804K -$39.2K -130 -5%
HNW
1742
High Note Wealth
Minnesota
$802K +$260K +864 +48%
NGA
1743
Naples Global Advisors
Florida
$801K
HIF
1744
Hill Island Financial
Michigan
$801K -$26.5K -88 -3%
MA
1745
MONECO Advisors
Connecticut
$801K +$76.8K +255 +11%
WAS
1746
WESPAC Advisors SoCal
California
$800K +$87.3K +290 +12%
JSL
1747
JT Stratford LLC
Georgia
$795K +$282K +936 +55%
DWA
1748
Delap Wealth Advisory
Oregon
$794K +$471K +1,563 +146%
WAAG
1749
Wealth Alliance Advisory Group
Kansas
$794K +$2.41K +8 +0.3%
BCA
1750
Bay Colony Advisors
Massachusetts
$793K -$3.61K -12 -0.5%