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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 %
TCM
2126
Traynor Capital Management
Pennsylvania
$390K +$28.3K +94 +8%
NCM
2127
Next Capital Management
New York
$389K +$389K +1,292 New
JWM
2128
Janiczek Wealth Management
Colorado
$387K +$26.8K +89 +7%
SGCA
2129
Steel Grove Capital Advisors
Tennessee
$387K +$387K +1,286 New
MW
2130
MBL Wealth
North Carolina
$387K +$107K +356 +38%
JWCA
2131
J.W. Coons Advisors
Ohio
$386K +$386K +1,281 New
FPGK
2132
Financial Partners Group (Kansas)
Kansas
$384K +$18.1K +60 +5%
KIG
2133
Kennedy Investment Group
New Jersey
$384K -$16.6K -55 -4%
GI
2134
GLOBALT Investments
Georgia
$383K +$301 +1 +0.1%
CWG
2135
Crown Wealth Group
North Carolina
$382K +$126K +418 +49%
SCM
2136
Sitrin Capital Management
California
$381K
PIA
2137
Pinion Investment Advisors
Kansas
$381K -$6.63K -22 -2%
DA
2138
DSC Advisors
Illinois
$380K -$4.52K -15 -1%
AWM
2139
Accurate Wealth Management
Florida
$380K -$23.2K -86 -6%
FFA
2140
Fortune Financial Advisors
Kansas
$380K
EFSCE
2141
Enterprise Financial Services Corp (EFSC)
Missouri
$379K -$41.6K -138 -10%
MYIA
2142
Mount Yale Investment Advisors
Colorado
$379K +$141K +468 +59%
TC
2143
Trilogy Capital
California
$379K +$379K +1,257 New
WDG
2144
Wealth Dimensions Group
Ohio
$378K -$20.8K -69 -5%
WA
2145
Wambolt & Associates
Colorado
$377K -$272M -900,023 -100%
AFM
2146
Armstrong Fleming & Moore
District of Columbia
$376K
OFG
2147
Oxford Financial Group
Indiana
$375K +$31K +103 +9%
CPA
2148
Capital Planning Advisors
California
$374K +$13K +43 +4%
CAGAS
2149
Capital Advisory Group Advisory Services
Minnesota
$373K +$26.8K +89 +8%
JCFM
2150
JBR Co Financial Management
Oklahoma
$373K