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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 %
MAWA
1926
Moss Adams Wealth Advisors
Washington
$564K +$314K +1,042 +126%
CD
1927
Chapin Davis
Maryland
$563K +$563K +1,870 New
PP
1928
Patron Partners
Texas
$563K +$33.7K +112 +6%
FAFN
1929
First Affirmative Financial Network
Colorado
$560K +$69.9K +232 +14%
AWM
1930
Accel Wealth Management
Iowa
$559K +$15.1K +50 +3%
RA
1931
Riversedge Advisors
Delaware
$558K -$24.7K -82 -4%
MSA
1932
Marino Stram & Associates
Massachusetts
$557K +$98.5K +327 +21%
VC
1933
Vicus Capital
Pennsylvania
$556K +$556K +1,847 New
SFS
1934
Stiles Financial Services
Minnesota
$556K -$43.7K -145 -7%
FWM
1935
FFT Wealth Management
Pennsylvania
$555K +$84.9K +282 +18%
AA
1936
Addison Advisors
Vermont
$554K +$79.8K +265 +17%
OTL
1937
Oak Thistle LLC
New York
$553K -$2M -6,636 -78%
LA
1938
LVW Advisors
New York
$552K +$50K +166 +10%
GA
1939
Geller Advisors
New York
$549K +$40.4K +134 +8%
TVAMP
1940
Tennessee Valley Asset Management Partners
Tennessee
$549K -$523K -1,737 -49%
CAM
1941
Cubic Asset Management
Massachusetts
$548K -$30.1K -100 -5%
BPFA
1942
Barnes Pettey Financial Advisors
Mississippi
$548K -$19.6K -65 -3%
ACH
1943
ArrowMark Colorado Holdings
Colorado
$548K -$452K -1,500 -45%
PA
1944
Perennial Advisors
New York
$547K -$3.31K -11 -0.6%
ACM
1945
Arcataur Capital Management
Wisconsin
$547K
VF
1946
Vest Financial
Virginia
$542K +$542K +1,799 New
TFGT
1947
TS Financial Group (TSFG)
Illinois
$541K -$269K -891 -33%
EL
1948
EWA LLC
Pennsylvania
$541K +$11.1K +40 +2%
AF
1949
Apexium Financial
Texas
$541K +$22.9K +76 +4%
CCM
1950
Chaney Capital Management
Washington
$540K