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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
1901
Holderness Investments Company
North Carolina
$585K +$189K +626 +48%
ES
1902
Eagle Strategies
New York
$585K -$1.4M -4,640 -70%
WWP
1903
Waypoint Wealth Partners
California
$585K +$21.1K +70 +4%
RZH
1904
Relyea Zuckerberg Hanson
Connecticut
$583K +$3.92K +13 +0.7%
TC
1905
Truvestments Capital
Florida
$582K +$25.3K +84 +5%
IGGA
1906
Iron Gate Global Advisors
Utah
$581K -$28.6K -95 -5%
GCM
1907
Gladius Capital Management
Illinois
$581K +$581K +1,928 New
TW
1908
Traveka Wealth
California
$580K +$41.3K +137 +8%
EWA
1909
Encompass Wealth Advisors
Oregon
$579K
VCA
1910
Verdence Capital Advisors
Maryland
$578K -$1.51K -5 -0.3%
CWM
1911
Connecticut Wealth Management
Connecticut
$578K -$7.53K -25 -1%
SWA
1912
SOA Wealth Advisors
New York
$577K +$1.81K +6 +0.3%
BGA
1913
Battery Global Advisors
Massachusetts
$577K
RWP
1914
Revolve Wealth Partners
New Jersey
$572K +$27.7K +92 +5%
MMC
1915
Mizuho Markets Cayman
Cayman Islands
$570K +$570K +1,893 New
SMC
1916
Smith, Moore & Co
Missouri
$569K -$47.6K -158 -8%
TNA
1917
True North Advisors
Texas
$569K -$62.6K -208 -10%
BRIA
1918
Balanced Rock Investment Advisors
Massachusetts
$568K -$160K -532 -22%
C
1919
CEDRUS
Colorado
$567K +$176K +583 +45%
FC
1920
Fulcrum Capital
Washington
$567K -$53.6K -178 -9%
BIA
1921
Bigelow Investment Advisors
Maine
$567K -$8.13K -27 -1%
CC
1922
Copperleaf Capital
North Carolina
$567K +$26.2K +87 +5%
GWANC
1923
Guardian Wealth Advisors (North Carolina)
North Carolina
$567K +$53.3K +177 +10%
EWM
1924
Evermay Wealth Management
Virginia
$566K +$27.4K +91 +5%
BOPW
1925
Brandywine Oak Private Wealth
Pennsylvania
$565K