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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 %
JDR
2176
Jay D. Rosenbaum
$356K -$824K -2,737 -70%
ETCM
2177
Evolutionary Tree Capital Management
Virginia
$355K
TA
2178
TrueWealth Advisors
Alabama
$355K +$355K +1,180 New
HWA
2179
HCR Wealth Advisors
California
$355K
KCPG
2180
Kavar Capital Partners Group
Kansas
$355K -$355K -1,178 -50%
YWM
2181
Yoder Wealth Management
California
$354K -$6.63K -22 -2%
BBNA
2182
Bremer Bank National Association
Minnesota
$353K -$280K -930 -44%
WSC
2183
Wellington Shields & Co
New York
$352K +$187K +622 +114%
BEI
2184
Benjamin Edwards Inc
Missouri
$349K +$24.4K +81 +8%
TW
2185
TritonPoint Wealth
Maryland
$349K -$2.78M -12,108 -89%
CRI
2186
Colonial River Investments
Virginia
$348K -$173K -576 -33%
HWA
2187
Heritage Wealth Advisors
Virginia
$347K
TA
2188
TFB Advisors
Kansas
$347K +$347K +1,290 New
IP
2189
Ignite Planners
California
$346K -$3.63K -12 -1%
SFG
2190
Sovereign Financial Group
Connecticut
$345K +$17.2K +57 +5%
SPC
2191
Spirepoint Private Client
Florida
$345K +$345K +1,144 New
VF
2192
Vawter Financial
Ohio
$344K
PCA
2193
Peddock Capital Advisors
Massachusetts
$342K
TBC
2194
Ted Buchan & Co
California
$342K +$342K +1,137 New
RWA
2195
Redhawk Wealth Advisors
Minnesota
$342K +$30.4K +101 +10%
RH
2196
RFG Holdings
Texas
$342K +$342K +1,135 New
MAWCM
2197
Mine & Arao Wealth Creation & Management
California
$342K -$7.53K -25 -2%
EW
2198
Element Wealth
Mississippi
$341K -$8.13K -27 -2%
FAM
2199
Forte Asset Management
New York
$339K
BIA
2200
Benchmark Investment Advisors
Illinois
$339K -$53.6K -178 -14%