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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 %
PWP
2326
Precedent Wealth Partners
Texas
$272K
SI
2327
Seeds Investor
New York
$272K +$272K +903 New
FRA
2328
Front Row Advisors
California
$271K +$29.3K +97 +12%
AA
2329
Aire Advisors
California
$270K +$2.41K +8 +0.9%
MWM
2330
Modern Wealth Management
Kansas
$268K +$268K +891 New
MCM
2331
Manchester Capital Management
Vermont
$267K +$31.9K +106 +14%
MAM
2332
MMA Asset Management
Pennsylvania
$266K +$5.58K +20 +2%
BHBT
2333
Burke & Herbert Bank & Trust
Virginia
$266K -$904 -3 -0.3%
WA
2334
Westfuller Advisors
New York
$266K +$266K +881 New
WCA
2335
Westover Capital Advisors
Delaware
$266K +$28.3K +94 +12%
WG
2336
Welch Group
Alabama
$265K -$6.93K -23 -3%
ACC
2337
Acorn Creek Capital
Colorado
$265K -$6.33K -21 -2%
TCMP
2338
Thrive Capital Management (Pennsylvania)
Pennsylvania
$265K -$330K -1,095 -55%
TFM
2339
TFC Financial Management
Massachusetts
$265K +$1.51K +5 +0.6%
SNBOSD
2340
Security National Bank of So Dak
Iowa
$265K -$2.71K -9 -1%
FCIM
2341
Fairview Capital Investment Management
California
$265K +$265K +879 New
CFS
2342
CRA Financial Services
New Jersey
$264K +$5.42K +18 +2%
BWM
2343
Blossom Wealth Management
California
$263K -$4.52K -15 -2%
TWP
2344
Tower Wealth Partners
Pennsylvania
$262K +$5.12K +17 +2%
AIA
2345
Alera Investment Advisors
Illinois
$262K +$29.8K +99 +13%
MFGM
2346
Marshall Financial Group (Maryland)
Maryland
$259K +$259K +861 New
PWA
2347
Prairie Wealth Advisors
Nebraska
$259K +$259K +859 New
HKIMG
2348
Hutchens & Kramer Investment Management Group
Indiana
$259K +$14.5K +48 +6%
LWM
2349
LongView Wealth Management
Georgia
$258K -$6.93K -23 -3%
KSWWM
2350
Keyes Stange & Wooten Wealth Management
Florida
$258K -$4.82K -16 -2%