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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 %
KCIC
1776
Kuhn & Co Investment Counsel
Illinois
$747K
AF
1777
Apollon Financial
South Carolina
$746K -$25.6K -85 -3%
OFS
1778
OneAscent Financial Services
Alabama
$745K -$30.2K -100 -4%
TWP
1779
Tyche Wealth Partners
Texas
$744K -$25.9K -86 -3%
BFA
1780
Beaumont Financial Advisors
Massachusetts
$744K -$15.4K -51 -2%
AF
1781
Advisornet Financial
Minnesota
$738K -$122K -406 -14%
DCM
1782
Driehaus Capital Management
Illinois
$738K -$119K -396 -14%
MI
1783
Motiv8 Investments
Florida
$737K +$123K +409 +20%
GF
1784
Gries Financial
Ohio
$735K +$249K +826 +51%
EHWM
1785
Eads & Heald Wealth Management
Georgia
$733K +$167K +553 +29%
CCG
1786
Catalina Capital Group
California
$733K +$489K +1,625 +201%
CP
1787
Castleview Partners
Texas
$732K +$6.33K +21 +0.9%
HL
1788
HeadInvest LLC
Maine
$732K -$6.33K -21 -0.9%
MPM
1789
MBB Public Markets
Illinois
$730K +$730K +2,425 New
CIM
1790
CIM Investment Management
Pennsylvania
$730K
PWM
1791
Prentice Wealth Management
New York
$728K +$36.7K +122 +5%
CIS
1792
Custom Index Systems
New York
$727K +$50.9K +169 +8%
IF
1793
Intrua Financial
Texas
$725K +$101K +337 +16%
KIC
1794
Kensington Investment Counsel
California
$724K +$53.3K +177 +8%
IHL
1795
Investment House LLC
California
$721K +$30.1K +100 +4%
SC
1796
Sierra Capital
Florida
$720K +$720K +2,390 New
BFC
1797
Blue Fin Capital
Rhode Island
$717K +$9.34K +31 +1%
KA
1798
Kozak & Associates
Colorado
$716K +$854 +3 +0.1%
SWM
1799
Salvus Wealth Management
New Jersey
$715K -$5.12K -17 -0.7%
AFM
1800
Abbot Financial Management
Massachusetts
$713K