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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 %
WF
2001
Wayfinding Financial
Washington
$492K +$7.53K +27 +2%
CWA
2002
Clarity Wealth Advisors
California
$491K +$26.5K +88 +6%
SWA
2003
Strata Wealth Advisors
Texas
$490K +$118K +392 +32%
GAM
2004
Gemmer Asset Management
California
$488K -$12.7K -42 -3%
FSA
2005
Fort Sheridan Advisors
Illinois
$488K
JAG
2006
Journey Advisory Group
Kentucky
$487K +$487K +1,618 New
FTIS
2007
First Trust Investment Solutions
Florida
$487K +$75K +249 +18%
AWAP
2008
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$486K +$1.21K +4 +0.2%
BFWM
2009
Bright Futures Wealth Management
New York
$486K +$486K +1,923 New
SGAM
2010
Smith Group Asset Management
Texas
$484K
JWM
2011
Jeppson Wealth Management
California
$483K -$3.01K -10 -0.6%
AIM
2012
Aspen Investment Management
Michigan
$483K +$483K +1,603 New
JFA
2013
JNBA Financial Advisors
Minnesota
$481K -$70.8K -235 -13%
NHC
2014
Nicholas Hoffman & Company
Georgia
$477K
CT
2015
ClearAlpha Technologies
Connecticut
$477K +$477K +1,584 New
SFPG
2016
Stonebridge Financial Planning Group
Florida
$473K
SCG
2017
Sonata Capital Group
Washington
$472K
WCM
2018
Windsor Capital Management
Arizona
$471K
ACP
2019
Aveo Capital Partners
Colorado
$470K +$30.7K +112 +7%
MG
2020
Mather Group
Illinois
$468K -$5.79K -22 -1%
PFA
2021
Pathway Financial Advisors
Vermont
$468K +$6.93K +23 +2%
SWP
2022
Semus Wealth Partners
Florida
$468K +$54.2K +180 +13%
DWA
2023
Dougherty Wealth Advisers
Minnesota
$467K -$63.5K -211 -12%
ACA
2024
Aspire Capital Advisors
Washington
$466K +$34.9K +116 +8%
MPCA
2025
Madison Park Capital Advisors
Washington
$465K