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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 %
SFO
2101
Stokes Family Office
Louisiana
$404K
OWM
2102
OneAscent Wealth Management
Alabama
$403K -$58.2K -193 -13%
HCM
2103
Hodges Capital Management
Texas
$403K -$34.7K -115 -8%
MSA
2104
McAlister Sweet & Associates
Texas
$403K
PP
2105
Pegasus Partners
Wisconsin
$402K +$98.5K +327 +32%
CCM
2106
Consolidated Capital Management
California
$401K
GCS
2107
Gordian Capital (Singapore)
Singapore
$401K -$15.1K -50 -4%
UCB
2108
United Community Bank
South Carolina
$401K +$94.9K +315 +31%
SGI
2109
Summit Global Investments
Utah
$400K -$45.2K -150 -10%
AIM
2110
Arcadia Investment Management
Michigan
$400K +$66.6K +221 +20%
WBCM
2111
Wilson & Boucher Capital Management
California
$399K
FNBSF
2112
First National Bank Sioux Falls
South Dakota
$399K
AWM
2113
AllSquare Wealth Management
New York
$399K
GC
2114
Gratus Capital
Georgia
$397K +$60.2K +200 +18%
WP
2115
WMS Partners
Maryland
$397K +$39.8K +132 +11%
DWS
2116
Dynamic Wealth Strategies
California
$397K -$11.4K -38 -3%
AWE
2117
Avidian Wealth Enterprises
Texas
$396K +$396K +1,316 New
BFA
2118
Beacon Financial Advisory
Ohio
$395K +$1.21K +4 +0.3%
WMWM
2119
Whitaker-Myers Wealth Managers
Ohio
$395K +$395K +1,312 New
FWCM
2120
Ferguson Wellman Capital Management
Oregon
$395K +$41.6K +138 +12%
OWM
2121
Opes Wealth Management
California
$393K +$3.01K +10 +0.8%
DA
2122
DCM Advisors
New York
$393K +$105K +348 +36%
PAG
2123
Powers Advisory Group
Illinois
$392K -$6.63K -22 -2%
BIM
2124
Bridges Investment Management
Nebraska
$390K -$525K -1,742 -57%
WP
2125
Westmount Partners
California
$390K +$30.7K +102 +9%