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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 %
SMA
2076
Seven Mile Advisory
New Jersey
$425K +$13.3K +44 +3%
WIA
2077
Wetzel Investment Advisors
Indiana
$424K -$20.7K -76 -5%
H
2078
HoyleCohen
California
$424K
TCPW
2079
Twin City Private Wealth
North Carolina
$424K +$424K +1,405 New
BCP
2080
Berkeley Capital Partners
Georgia
$423K +$1.51K +5 +0.4%
DWM
2081
Dorchester Wealth Management
Quebec, Canada
$422K
AA
2082
Advisory Alpha
Michigan
$420K -$30.7K -102 -7%
BC
2083
Bridgefront Capital
Texas
$420K -$97.6K -324 -19%
RFO
2084
RiverGlades Family Offices
Florida
$420K
FHC
2085
First Heartland Consultants
Missouri
$419K -$47.3K -157 -10%
IA
2086
IFG Advisors
Missouri
$419K
SAI
2087
Savvy Advisors Inc
New York
$418K +$44K +146 +12%
FA
2088
Fermata Advisors
California
$418K +$418K +1,388 New
IDBONY
2089
Israel Discount Bank of New York
New York
$418K -$312K -1,035 -43%
KA
2090
Klingman & Associates
New York
$417K +$7.83K +26 +2%
WBC
2091
West Branch Capital
Massachusetts
$417K +$202K +671 +94%
VC
2092
Veery Capital
Delaware
$414K
MWM
2093
Mattern Wealth Management
Kansas
$413K
VC
2094
Veracity Capital
Georgia
$411K +$102K +340 +33%
FF
2095
Farrell Financial
New York
$411K
DFG
2096
Delta Financial Group
New Jersey
$408K +$15.1K +50 +4%
ATC
2097
Adirondack Trust Company
New York
$407K -$16.3K -54 -4%
ECM
2098
Elgethun Capital Management
South Dakota
$405K
RWPA
2099
Richard W. Paul & Associates
Michigan
$404K -$17.2K -57 -4%
IW
2100
Imprint Wealth
South Carolina
$404K +$404K +1,338 New