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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 %
JCM
2026
Jacobsen Capital Management
Utah
$464K +$1.51K +5 +0.3%
FA
2027
Fountainhead AM
New Jersey
$463K -$16.9K -56 -4%
BMC
2028
Beaton Management Company
Massachusetts
$461K +$81K +269 +21%
TWM
2029
Tradition Wealth Management
Minnesota
$460K +$20.2K +67 +5%
EAM
2030
Evanson Asset Management
California
$460K
BB
2031
Busey Bank
Illinois
$458K -$90.4K -300 -16%
SAM
2032
Silvercrest Asset Management
New York
$457K -$101K -337 -18%
BWP
2033
Balboa Wealth Partners
Arizona
$457K +$41.3K +137 +10%
SW
2034
SlateStone Wealth
Florida
$457K -$34.9K -116 -7%
KLCM
2035
KG&L Capital Management
Louisiana
$457K -$15.1K -50 -3%
SIM
2036
SSI Investment Management
California
$456K -$4.52K -15 -1%
RIS
2037
Retirement Income Solutions
Michigan
$455K
TWA
2038
TCI Wealth Advisors
Arizona
$454K +$27.1K +90 +6%
TA
2039
Tactive Advisors
Florida
$453K -$137K -456 -23%
ACM
2040
Ategra Capital Management
Virginia
$453K
BAM
2041
BOCHK Asset Management
Hong Kong
$452K -$151K -500 -25%
AAP
2042
Aristotle Atlantic Partners
Florida
$452K
CB
2043
CNB Bank
Pennsylvania
$450K -$4.82K -16 -1%
WPC
2044
Waters Parkerson & Co
Louisiana
$450K +$11.4K +38 +3%
WOC
2045
West Oak Capital
California
$450K +$232K +770 +106%
EA
2046
Everpar Advisors
Oklahoma
$450K +$113K +374 +33%
WAM
2047
WNY Asset Management
New York
$449K -$24.7K -82 -5%
P8IP
2048
Pier 88 Investment Partners
California
$449K +$199K +660 +80%
FNFDCM
2049
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$448K +$87.4K +290 +24%
KWM
2050
Kolinsky Wealth Management
New Jersey
$448K +$60.2K +200 +16%