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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 %
WAM
2201
Werlinich Asset Management
Connecticut
$338K
GA
2202
GSG Advisors
New Jersey
$338K -$29.3K -96 -8%
FMII
2203
Farmers & Merchants Investments Inc
Nebraska
$337K -$73.8K -245 -18%
CCMW
2204
Cypress Capital Management (Wyoming)
Wyoming
$337K
KFC
2205
Klingenstein Fields & Co
New York
$336K
SIC
2206
Sigma Investment Counselors
Michigan
$333K +$3.92K +13 +1%
PWAM
2207
Pinnacle West Asset Management
Wyoming
$333K
HCM
2208
Highview Capital Management
Illinois
$333K -$6.02K -20 -2%
BM
2209
Belfer Management
New York
$332K +$1.81K +6 +0.5%
PWS
2210
Precision Wealth Strategies
Missouri
$332K -$98.2K -326 -23%
GSIS
2211
Global Strategic Investment Solutions
Arizona
$331K +$70.8K +235 +27%
MCM
2212
Mengis Capital Management
Oregon
$331K -$60.2K -200 -15%
NFG
2213
Nadler Financial Group
Illinois
$331K +$331K +1,098 New
SCA
2214
Sandy Cove Advisors
Massachusetts
$330K +$1.51K +5 +0.5%
CBA
2215
Coastal Bridge Advisors
Connecticut
$330K +$70.5K +234 +27%
WFA
2216
Wellspring Financial Advisors
Ohio
$328K +$31.9K +106 +11%
CH
2217
Canton Hathaway
Rhode Island
$328K -$121K -400 -27%
NWMG
2218
National Wealth Management Group
Ohio
$328K -$397K -1,318 -55%
PA
2219
PSI Advisors
Florida
$326K -$912K -3,029 -74%
CSB
2220
City State Bank
Iowa
$325K -$31K -103 -9%
FCG
2221
Fielder Capital Group
Tennessee
$325K +$3.01K +10 +0.9%
REMPR
2222
Roof Eidam Maycock Peralta (REMP)
California
$325K +$325K +1,079 New
PGWM
2223
Parisi Gray Wealth Management
New Jersey
$325K +$8.13K +27 +3%
AGC
2224
Aspen Grove Capital
Colorado
$324K +$51.6K +171 +19%
WC
2225
Waterloo Capital
Texas
$324K -$67.2K -223 -17%