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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 %
CBFP
2051
Cedar Brook Financial Partners
Ohio
$446K +$1.81K +6 +0.4%
NPA
2052
Nichols & Pratt Advisers
Massachusetts
$446K
WA
2053
Waddell & Associates
Tennessee
$445K +$7.53K +25 +2%
OWA
2054
Outlook Wealth Advisors
Texas
$444K +$78.9K +262 +22%
GD
2055
Grandfield & Dodd
New York
$443K +$2.11K +7 +0.5%
CCA
2056
Cobblestone Capital Advisors
New York
$443K
PAG
2057
Paladin Advisory Group
Iowa
$443K
SFI
2058
SPC Financial Inc
Maryland
$442K +$19K +63 +4%
PCMC
2059
Private Capital Management (Colorado)
Colorado
$439K -$12.3K -41 -3%
NSIM
2060
North Star Investment Management
Illinois
$438K +$41K +136 +10%
AT
2061
Arvest Trust
Oklahoma
$438K +$9.04K +30 +2%
VI
2062
VanderPol Investments
Michigan
$437K -$119K -394 -21%
SPWG
2063
Sage Private Wealth Group
Illinois
$437K +$187K +622 +75%
FFA
2064
Fi3 Financial Advisors
Indiana
$435K -$10.4K -38 -2%
FRA
2065
Frank Rimerman Advisors
California
$435K
SOS
2066
Silver Oak Securities
Tennessee
$434K -$45.2K -150 -9%
DIM
2067
DC Investments Management
Virginia
$434K
SCM
2068
Schnieders Capital Management
California
$433K +$61.1K +203 +16%
GLA
2069
Good Life Advisors
Pennsylvania
$429K -$52.7K -175 -11%
CFO
2070
CVA Family Office
Colorado
$429K +$1.51K +5 +0.4%
WDL
2071
Well Done LLC
Michigan
$429K +$30.4K +101 +8%
LPAM
2072
Lodestar Private Asset Management
California
$429K
CFD
2073
Creative Financial Designs
Indiana
$426K +$904 +3 +0.2%
DTL
2074
Dynamic Technology Lab
Singapore
$425K -$111K -369 -21%
IGWM
2075
ICA Group Wealth Management
Colorado
$425K +$120K +397 +39%