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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 %
VDI
2226
Vaughan David Investments
Illinois
$324K +$324K +1,076 New
SC
2227
Summa Corp
Texas
$324K +$301 +1 +0.1%
OW
2228
Olistico Wealth
Oklahoma
$322K -$672K -2,231 -68%
BSHC
2229
Breed's Hill Capital
Massachusetts
$321K
BCPWM
2230
Bradley & Co Private Wealth Management
Florida
$320K -$7.95M -26,398 -96%
PFG
2231
Prosperity Financial Group
California
$320K +$30.1K +100 +10%
PWP
2232
Phillips Wealth Planners
Mississippi
$320K +$46.3K +167 +17%
LA
2233
LexAurum Advisors
Kansas
$320K
SFG
2234
SevenBridge Financial Group
Pennsylvania
$319K +$8.76K +32 +3%
NRI
2235
NFP Retirement Inc
California
$319K +$6.32K +21 +2%
TBWA
2236
Three Bridge Wealth Advisors
California
$318K
WFC
2237
Western Financial Corp
California
$317K +$26.8K +89 +9%
RI
2238
Ridgewood Investments
New Jersey
$317K -$17.5K -58 -5%
SWM
2239
SFG Wealth Management
Maryland
$316K +$7.23K +24 +2%
CAM
2240
CenterStar Asset Management
Illinois
$316K +$316K +1,049 New
EFA
2241
Evernest Financial Advisors
Indiana
$315K +$44.9K +166 +17%
RWI
2242
Red Wave Investments
Pennsylvania
$314K -$11.4K -38 -4%
MFWP
2243
Mosaic Family Wealth Partners
Missouri
$314K +$20.2K +67 +7%
NIM
2244
Northeast Investment Management
Massachusetts
$314K -$6.63K -22 -2%
VCG
2245
Vantage Consulting Group
Virginia
$313K -$61.4K -204 -16%
CCWM
2246
Correct Capital Wealth Management
Missouri
$312K -$3.62K -12 -1%
OCM
2247
Objective Capital Management
Ohio
$312K +$30.1K +100 +11%
DL
2248
DOHJ LLC
Washington
$311K
MWA
2249
Muirfield Wealth Advisors
North Carolina
$311K
BFS
2250
Burkett Financial Services
South Carolina
$309K -$15.1K -50 -5%