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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 %
FG
2276
Foster Group
Iowa
$296K +$296K +982 New
EP
2277
EPIQ Partners
Minnesota
$295K
Kayne Anderson Rudnick Investment Management
2278
Kayne Anderson Rudnick Investment Management
California
$294K -$2.11K -7 -0.7%
FWM
2279
Focused Wealth Management
New York
$294K +$36.1K +120 +14%
FCM
2280
Fourpath Capital Management
Oklahoma
$292K -$6.02K -20 -2%
BHPW
2281
Beverly Hills Private Wealth
California
$292K -$4.22K -14 -1%
AM
2282
Account Management
Massachusetts
$292K
HHRDM
2283
H&H Retirement Design & Management
Nevada
$291K +$291K +1,064 New
SWG
2284
Summit Wealth Group
Vermont
$291K
BWG
2285
Balanced Wealth Group
Ohio
$291K +$55.3K +201 +23%
CWA
2286
Consilio Wealth Advisors
Washington
$290K +$20.5K +68 +8%
ACM
2287
Aquatic Capital Management
Illinois
$289K +$289K +960 New
NSAM
2288
North Star Asset Management
Wisconsin
$289K +$289K +959 New
SWM
2289
Scissortail Wealth Management
Oklahoma
$289K -$735K -2,440 -72%
SAF
2290
Smith Anglin Financial
Texas
$289K -$3.01K -10 -1%
CG
2291
Clifford Group
Massachusetts
$288K
MA
2292
MJP Associates
Connecticut
$288K +$288K +955 New
CAM
2293
Claret Asset Management
Quebec, Canada
$286K +$21.7K +72 +8%
C
2294
Covestor
United Kingdom
$286K +$39.4K +131 +16%
IFPG
2295
Intrepid Financial Planning Group
Indiana
$286K
GAMC
2296
Garner Asset Management Corp
Texas
$284K
SIMG
2297
Stephens Investment Management Group
Texas
$284K
MMM
2298
Mendel Money Management
Illinois
$283K +$51.2K +170 +22%
BCMLT
2299
Beacon Capital Management LLC (Tennessee)
Tennessee
$283K +$44.3K +147 +19%
ERWM
2300
Elk River Wealth Management
Colorado
$283K +$283K +937 New