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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 %
HIC
1751
Hartline Investment Corp
Illinois
$793K +$793K +2,634 New
SFA
1752
Semmax Financial Advisors
North Carolina
$790K +$84.4K +304 +12%
ICP
1753
Interchange Capital Partners
Pennsylvania
$785K -$77.5K -255 -9%
MCCA
1754
Mill Creek Capital Advisors
Pennsylvania
$783K +$3.92K +13 +0.5%
CF
1755
Copperwynd Financial
Arizona
$782K +$33.7K +112 +5%
SB
1756
Sunflower Bank
Texas
$775K -$10.5K -35 -1%
IA
1757
IAM Advisory
Pennsylvania
$773K +$15.4K +51 +2%
AIA
1758
Angeles Investment Advisors
California
$772K +$105K +348 +16%
GWM
1759
Greenwich Wealth Management
Connecticut
$772K +$29.8K +99 +4%
RVPG
1760
Relative Value Partners Group
$771K
IC
1761
Inscription Capital
Texas
$769K +$96.4K +320 +14%
WCFA
1762
Walkner Condon Financial Advisors
Wisconsin
$768K +$14.5K +48 +2%
KFI
1763
Key Financial Inc
Pennsylvania
$767K
RC
1764
Rovin Capital
Arizona
$765K +$44.3K +147 +6%
DWM
1765
Drive Wealth Management
Utah
$765K -$34.7K -115 -4%
WCM
1766
Weaver Capital Management
Georgia
$764K +$18.7K +62 +3%
JFGIW
1767
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$763K -$62.7K -208 -8%
AIMA
1768
Ables Iannone Moore & Associates
Georgia
$763K -$15.1K -50 -2%
GC
1769
GFG Capital
Florida
$763K -$199K -662 -21%
BB
1770
Burford Brothers
Texas
$763K +$51.8K +172 +7%
SCP
1771
Sivia Capital Partners
California
$759K -$6.33K -21 -0.8%
JCM
1772
Janney Capital Management
Pennsylvania
$759K -$141K -469 -16%
OL
1773
OneFund LLC
Florida
$759K -$19K -63 -2%
BW
1774
BIP Wealth
Georgia
$757K +$358K +1,188 +90%
SC
1775
Solstein Capital
California
$749K