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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 %
ACG
2351
Allen Capital Group
Nebraska
$258K -$19.9K -66 -7%
PWMG
2352
Pioneer Wealth Management Group
Texas
$258K -$19K -63 -7%
WE
2353
Wealth Effects
Massachusetts
$258K -$9.04K -30 -3%
RA
2354
Rise Advisors
New York
$257K +$149K +494 +137%
1WM
2355
1900 Wealth Management
Texas
$257K -$34.9K -116 -12%
EHC
2356
Everett Harris & Co
California
$257K
CA
2357
Cornerstone Advisory
Maryland
$256K -$80.7K -268 -24%
AFG
2358
ABLE Financial Group
Arizona
$256K +$19.6K +65 +8%
MPCL
2359
My Personal CFO LLC
Washington
$256K +$10.5K +35 +4%
SEA
2360
Stegent Equity Advisors
Texas
$255K +$255K +848 New
OBWG
2361
Onyx Bridge Wealth Group
New York
$255K +$22K +80 +9%
UOTTAIMCU
2362
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$254K
QFA
2363
Quantum Financial Advisors
California
$253K -$1.51K -5 -0.6%
TCBWMS
2364
Texas Capital Bank Wealth Management Services
Texas
$253K -$91.3K -303 -27%
PFA
2365
Pure Financial Advisors
California
$253K +$8.13K +27 +3%
WSWA
2366
Warren Street Wealth Advisors
California
$253K +$20.5K +68 +9%
AWA
2367
Archvest Wealth Advisors
California
$253K
CB
2368
Community Bank
New York
$253K +$158K +525 +167%
GC
2369
Grimes & Company
Massachusetts
$253K -$301 -1 -0.1%
RRA
2370
Round Rock Advisors
Connecticut
$252K +$252K +837 New
FL
2371
Fort LP
Maryland
$251K +$251K +835 New
FC
2372
Forte Capital
New York
$251K +$251K +833 New
4WM
2373
49 Wealth Management
Texas
$251K +$4.23K +14 +2%
AWP
2374
Abacus Wealth Partners
California
$250K +$250K +831 New
UFF
2375
USA Financial Formulas
Michigan
$250K -$1.55M -5,140 -86%