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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 %
CWM
1976
Cedar Wealth Management
California
$524K +$5.42K +18 +1%
AGWCA
1977
Annis Gardner Whiting Capital Advisors
Florida
$524K +$239K +794 +84%
WCM
1978
Wedge Capital Management
North Carolina
$521K
WPC
1979
White Pine Capital
Minnesota
$517K +$64.5K +240 +14%
JSC
1980
Jackson Square Capital
California
$516K +$205K +682 +66%
BFG
1981
Berger Financial Group
Minnesota
$513K -$16.9K -56 -3%
CPA
1982
Capital Performance Advisors
California
$507K +$9.64K +32 +2%
VAG
1983
VisionPoint Advisory Group
Texas
$506K +$24.1K +80 +5%
PAG
1984
Private Advisory Group
Washington
$504K +$217K +722 +76%
PA
1985
PFG Advisors
Arizona
$504K +$42.5K +141 +9%
RCM
1986
Raleigh Capital Management
North Carolina
$504K +$118K +391 +30%
BWG
1987
Berry Wealth Group
Texas
$503K -$147K -487 -23%
LSIA
1988
LaSalle St. Investment Advisors
Illinois
$502K
WMA
1989
West Michigan Advisors
Michigan
$501K +$84K +279 +20%
JWM
1990
Jupiter Wealth Management
Colorado
$501K +$501K +1,795 New
FFL
1991
Future Fund LLC
Illinois
$501K +$116K +384 +30%
BFG
1992
Beacon Financial Group
Texas
$499K +$74.4K +247 +18%
NJBEST
1993
New Jersey Better Educational Savings Trust
New Jersey
$499K
SOW
1994
State of Wyoming
Wyoming
$498K -$187K -622 -27%
AT
1995
Arden Trust
Delaware
$498K -$69.9K -232 -12%
IIC
1996
Integrated Investment Consultants
Michigan
$498K -$41.9K -139 -8%
HP
1997
Hyperion Partners
Pennsylvania
$497K -$3.01K -10 -0.6%
PPP
1998
Private Portfolio Partners
New Jersey
$497K -$10.5K -35 -2%
FMWA
1999
Forvis Mazars Wealth Advisors
Missouri
$497K +$77.4K +257 +18%
CCMT
2000
CMT Capital Markets Trading
Germany
$493K -$4.17M -13,863 -89%