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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 %
PA
1951
Prossimo Advisors
California
$540K +$62.4K +207 +13%
VCP
1952
Verus Capital Partners
Arizona
$539K +$21.7K +72 +4%
PNC
1953
Park National Corp
Ohio
$536K
RFS
1954
Richardson Financial Services
Massachusetts
$536K +$85.2K +283 +19%
SC
1955
Saiph Capital
New Jersey
$535K -$68.1K -226 -11%
CSA
1956
Cottage Street Advisors
Massachusetts
$535K +$195K +649 +58%
CIM
1957
Contravisory Investment Management
Massachusetts
$534K -$25K -83 -4%
APWM
1958
Argonautica Private Wealth Management
Massachusetts
$534K +$2.71K +9 +0.5%
AO
1959
Advisor OS
Illinois
$534K +$127K +423 +31%
T
1960
TOBAM
France
$533K +$36.2K +120 +7%
PB
1961
Pinnacle Bancorp
Nebraska
$532K -$15.1K -50 -3%
OWA
1962
One Wealth Advisors
California
$532K +$532K +1,765 New
EA
1963
Emerald Advisers
Pennsylvania
$532K +$472K +1,566 +783%
WFAG
1964
Worth Financial Advisory Group
North Carolina
$530K +$10.2K +34 +2%
TF
1965
Trek Financial
Arizona
$530K +$273K +906 +106%
PW
1966
Peninsula Wealth
California
$530K +$2.41K +8 +0.5%
WTA
1967
Washington Trust Advisors
Massachusetts
$530K -$53.9K -179 -9%
CCIA
1968
Campbell & Co Investment Adviser
Maryland
$528K -$2.34M -7,772 -82%
Point72 Asset Management
1969
Point72 Asset Management
Connecticut
$527K -$120M -397,323 -100%
HFA
1970
Harbert Fund Advisors
Alabama
$527K +$527K +1,750 New
PSP
1971
Pacific Sage Partners
Washington
$526K
HTHT
1972
Hemenway Trust Hemenway Trust
New Hampshire
$526K +$63.2K +210 +14%
KFGK
1973
Keystone Financial Group (Kentucky)
Kentucky
$525K +$26.2K +87 +5%
MTC
1974
McDaniel Terry & Co
Texas
$525K +$245K +812 +87%
S
1975
Sunpointe
Missouri
$524K -$603 -2 -0.1%