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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 %
BBI
1876
Baxter Bros Inc
Connecticut
$605K -$6.33K -21 -1%
MBT
1877
Montecito Bank & Trust
California
$604K +$220K +732 +58%
MIP
1878
Mondrian Investment Partners
United Kingdom
$603K
CNBTD
1879
Citizens National Bank Trust Department
Mississippi
$603K +$13.6K +45 +2%
CP
1880
Covenant Partners
Tennessee
$603K -$173K -574 -22%
HNB
1881
Hilltop National Bank
Wyoming
$603K +$603K +2,001 New
SL
1882
SFM LLC
New Hampshire
$602K -$57.5K -191 -9%
PCG
1883
Prosperity Consulting Group
Maryland
$602K +$602K +1,999 New
CPWM
1884
Cypress Point Wealth Management
Texas
$601K +$601K +1,996 New
BCM
1885
BluePointe Capital Management
California
$601K -$25.9K -86 -4%
XC
1886
XY Capital
Hong Kong
$600K +$600K +1,993 New
CA
1887
Crewe Advisors
Utah
$600K +$600K +1,991 New
CPW
1888
Catalyst Private Wealth
California
$600K -$47.3K -157 -7%
EL
1889
Essex LLC
Illinois
$599K -$3.01K -10 -0.5%
PCM
1890
Pointe Capital Management
Michigan
$598K +$69.3K +230 +13%
PWS
1891
Peterson Wealth Services
Utah
$597K -$2.71K -9 -0.5%
MIFH
1892
Migdal Insurance & Financial Holdings
Israel
$597K -$2.69M -8,938 -82%
DOA
1893
D'Orazio & Associates
Virginia
$592K -$301 -1 -0.1%
1IA
1894
1834 Investment Advisors
Wisconsin
$592K +$30.4K +101 +5%
GFS
1895
GYL Financial Synergies
Connecticut
$590K -$20.2K -67 -3%
WAG
1896
Winthrop Advisory Group
Massachusetts
$589K +$15.1K +50 +3%
FA
1897
FF Advisors
California
$589K +$45.8K +152 +8%
CIA
1898
Cape Investment Advisory
Georgia
$588K +$3.01K +10 +0.5%
SFG
1899
Synergy Financial Group
California
$588K +$3.92K +13 +0.7%
JIC
1900
Joel Isaacson & Co
New York
$586K +$161K +536 +38%