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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 %
SWM
2251
Silverlake Wealth Management
Vermont
$309K +$7.53K +25 +3%
GAG
2252
Goodman Advisory Group
Massachusetts
$308K
EBA
2253
Eagle Bay Advisors
New York
$308K +$178K +589 +136%
SFP
2254
Sweet Financial Partners
Minnesota
$308K +$7.53K +25 +3%
LFG
2255
Larson Financial Group
Missouri
$306K -$31.6K -105 -9%
OWA
2256
Opal Wealth Advisors
New York
$306K +$8.43K +28 +3%
CSIC
2257
Clifford Swan Investment Counsel
California
$306K
WPW
2258
Warther Private Wealth
Ohio
$306K +$306K +1,017 New
CV
2259
Counterweight Ventures
North Carolina
$306K -$18.4K -61 -6%
OC
2260
Oarsman Capital
Wisconsin
$306K +$18.1K +60 +6%
FFG
2261
Frisch Financial Group
New York
$305K
FA
2262
Fiducient Advisors
Illinois
$304K +$304K +1,008 New
SAMT
2263
Select Asset Management & Trust
Pennsylvania
$303K
ZIC
2264
ZWJ Investment Counsel
Georgia
$303K -$21.1K -70 -7%
TFA
2265
Trinity Financial Advisors
Ohio
$302K
CA
2266
Carson Advisory
Georgia
$302K +$3.01K +10 +1%
AHL
2267
Abel Hall LLC
Louisiana
$301K +$10.5K +35 +4%
CCM
2268
CloudAlpha Capital Management
Hong Kong
$301K -$11.1M -37,000 -97%
CL
2269
CSS LLC
Illinois
$301K -$301K -1,000 -50%
TIM
2270
Thompson Investment Management
Wisconsin
$301K
CA
2271
CV Advisors
Florida
$301K
FWI
2272
Facet Wealth Inc
Maryland
$300K +$300K +1,089 New
BWM
2273
BlackDiamond Wealth Management
New York
$298K +$17.8K +59 +6%
FHWM
2274
Fox Hill Wealth Management
Massachusetts
$297K +$11.4K +38 +4%
PMSA
2275
Patrick M. Sweeney & Associates
Illinois
$296K +$30.4K +101 +11%