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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 %
ST
2151
Sabal Trust
Florida
$372K -$29.8K -99 -7%
WWM
2152
Wagner Wealth Management
South Carolina
$371K +$371K +1,233 New
ITIM
2153
Indiana Trust & Investment Management
Indiana
$370K
WG
2154
Wealth Group
North Carolina
$370K +$370K +1,227 New
BFC
2155
Bedel Financial Consulting
Indiana
$370K +$4.22K +14 +1%
AC
2156
Avory & Company
Florida
$369K -$105K -348 -22%
WA
2157
Wealth Architects
California
$369K -$20.2K -67 -5%
B
2158
Bellecapital
Switzerland
$369K
GMA
2159
Glassy Mountain Advisors
Maryland
$369K
RFA
2160
Resurgent Financial Advisors
Georgia
$368K +$2.71K +9 +0.7%
LF
2161
Lantz Financial
Illinois
$368K +$14.5K +48 +4%
WKSWA
2162
White Knight Strategic Wealth Advisors
New Jersey
$367K
CFO
2163
Collective Family Office
Pennsylvania
$366K -$13.9K -46 -4%
HB
2164
HTLF Bank
Colorado
$364K -$15.1K -50 -4%
SG
2165
Somerset Group
Minnesota
$363K +$3.01K +10 +0.8%
JF
2166
JSF Financial
California
$363K
FFA
2167
Florida Financial Advisors
Florida
$362K +$95.5K +317 +36%
PCM
2168
Princeton Capital Management
New Jersey
$361K
GCA
2169
Gradient Capital Advisors
California
$360K +$2.11K +7 +0.6%
FOA
2170
Five Oceans Advisors
California
$360K
WA
2171
Wealthstar Advisors
Texas
$359K +$22.3K +74 +7%
DCM
2172
DGS Capital Management
New Jersey
$359K -$9.64K -32 -3%
GFA
2173
Gallagher Fiduciary Advisors
Illinois
$357K -$7.83K -26 -2%
FAT
2174
First American Trust
California
$357K +$25.3K +84 +8%
SAG
2175
Spotlight Asset Group
Illinois
$357K