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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 %
IWA
1826
IVC Wealth Advisors
Pennsylvania
$676K -$14.2K -47 -2%
NWA
1827
New World Advisors
Massachusetts
$675K -$2.11K -7 -0.3%
TCM
1828
Telos Capital Management
California
$675K -$68.7K -228 -9%
AFP
1829
Ausdal Financial Partners
Iowa
$673K +$71.4K +237 +12%
TWM
1830
Trueblood Wealth Management
Ohio
$673K +$136K +450 +25%
PCP
1831
Proficio Capital Partners
Massachusetts
$672K +$78.6K +261 +13%
CC
1832
Callan Capital
California
$669K +$193K +640 +40%
VAM
1833
Vienna Asset Management
California
$668K +$668K +2,085 New
IRC
1834
Investors Research Corp
Georgia
$668K -$503K -1,669 -43%
MCP
1835
Mirador Capital Partners
California
$667K -$8.43K -28 -1%
AGA
1836
Arkos Global Advisors
Texas
$666K +$141K +467 +27%
BBW
1837
Blue Barn Wealth
Utah
$665K +$11.7K +39 +2%
OFS
1838
Orrstown Financial Services
Pennsylvania
$664K +$161K +535 +32%
LWM
1839
Laidlaw Wealth Management
New York
$664K -$892K -2,961 -57%
IA
1840
Insight Advisors
Pennsylvania
$663K +$274K +911 +71%
CIAS
1841
Capital Investment Advisory Services
North Carolina
$662K -$69.9K -232 -10%
CA
1842
Crumly & Associates
Illinois
$662K -$2.71K -9 -0.4%
MFG
1843
Magnus Financial Group
New York
$661K +$17.2K +57 +3%
HFM
1844
Hartford Funds Management
Pennsylvania
$660K +$118K +391 +22%
MMPW
1845
Mitchell McLeod Pugh & Williams
Alabama
$660K -$904 -3 -0.1%
CWM
1846
Centurion Wealth Management
Virginia
$655K -$8.73K -29 -1%
GGA
1847
Granite Group Advisors
Connecticut
$652K
NFA
1848
Northwest Financial Advisors
Virginia
$651K
RFN
1849
Redwood Financial Network
Ohio
$651K -$37.3K -124 -5%
TGAM
1850
TBH Global Asset Management
Tennessee
$649K +$133K +441 +26%