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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 %
OPTFSNA
1851
Old Point Trust & Financial Services N A
Virginia
$648K +$474K +1,575 +272%
GF
1852
Gabelli Funds
New York
$648K +$164K +545 +34%
ZIG
1853
Zullo Investment Group
Pennsylvania
$647K +$40.1K +133 +7%
RGC
1854
Roberts, Glore & Co
Illinois
$647K -$32.2K -107 -5%
BW
1855
Bison Wealth
Georgia
$645K +$62.9K +209 +11%
JC
1856
JB Capital
Connecticut
$642K +$47.6K +158 +8%
HM
1857
Harvest Management
New York
$641K -$51.5K -171 -7%
NRC
1858
New Republic Capital
North Carolina
$639K +$19.3K +64 +3%
RIP
1859
RAM Investment Partners
Washington
$638K -$140K -465 -18%
MAM
1860
Meeder Asset Management
Ohio
$637K -$1.53M -5,081 -71%
RIA
1861
Regal Investment Advisors
Michigan
$635K -$41.3K -137 -6%
CWS
1862
Confluence Wealth Services
Pennsylvania
$634K +$50.9K +169 +9%
BBA
1863
BLB&B Advisors
Pennsylvania
$633K +$633K +2,101 New
HSA
1864
Hussman Strategic Advisors
Maryland
$632K +$316K +1,050 +100%
CWA
1865
Clarus Wealth Advisors
Arizona
$628K -$21.9K -73 -3%
CRWM
1866
Castle Rock Wealth Management
California
$622K +$83K +309 +15%
BTW
1867
Boston Trust Walden
Massachusetts
$621K
AIMC
1868
Alley Investment Management Company
Illinois
$621K +$904 +3 +0.1%
LAM
1869
Lingohr Asset Management
Germany
$621K -$361K -1,199 -37%
WFI
1870
West Family Investments
California
$620K +$180K +599 +41%
LAM
1871
LECAP Asset Management
United Kingdom
$618K +$618K +2,053 New
WWS
1872
Wellington Wealth Strategies
Indiana
$615K -$402K -1,335 -40%
NFA
1873
Northern Financial Advisors
Michigan
$611K -$3.31K -11 -0.5%
GKWIM
1874
Gerber Kawasaki Wealth & Investment Management
California
$606K -$11.4K -38 -2%
FFC
1875
First Financial Corp
Indiana
$605K -$150K -497 -20%