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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 %
AWA
2301
Adapt Wealth Advisors
Georgia
$283K +$283K +938 New
WJA
2302
Willis Johnson & Associates
Texas
$282K +$50.6K +168 +22%
TCWA
2303
Turtle Creek Wealth Advisors
Texas
$282K +$6.63K +22 +2%
TWP
2304
Tempus Wealth Planning
California
$282K +$15.1K +50 +6%
GA
2305
GoalVest Advisory
New York
$281K +$187K +622 +201%
1WM
2306
1858 Wealth Management
Ohio
$280K
HC
2307
Hamilton Capital
Ohio
$280K -$1.51K -5 -0.5%
MBI
2308
May Barnhard Investments
Maryland
$279K +$11.7K +39 +4%
BCM
2309
BlueCrest Capital Management
Jersey
$279K -$1.12M -3,732 -80%
FWM
2310
Forza Wealth Management
Florida
$279K
MP
2311
McDonald Partners
Ohio
$278K -$10.5K -35 -4%
BSSFA
2312
Baron Silver Stevens Financial Advisors
Florida
$278K +$45.8K +152 +20%
CAAS
2313
Capital Asset Advisory Services
Michigan
$278K -$19K -63 -6%
WHCI
2314
W.H. Cornerstone Investments
Massachusetts
$277K -$40.6K -135 -13%
MAM
2315
McLean Asset Management
Virginia
$277K +$3.93K +13 +1%
MWA
2316
Motive Wealth Advisors
Michigan
$276K +$276K +918 New
EP
2317
Eudaimonia Partners
Tennessee
$276K -$1.21K -4 -0.4%
JWM
2318
JGP Wealth Management
Oregon
$276K -$4.82K -16 -2%
CIA
2319
Cladis Investment Advisory
Montana
$275K +$11.4K +38 +4%
BOS
2320
Bank of Stockton
California
$275K +$275K +913 New
APA
2321
Astoria Portfolio Advisors
New York
$274K +$274K +1,005 New
LIM
2322
Leavell Investment Management
Alabama
$274K +$274K +910 New
EWM
2323
Elevatus Welath Management
New York
$273K
RMCM
2324
Reynders McVeigh Capital Management
Massachusetts
$273K +$30.2K +100 +12%
MAG
2325
MRA Advisory Group
New Jersey
$272K -$6.63K -22 -2%