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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 %
SN
2376
Sittner & Nelson
Oregon
$249K +$30.1K +100 +14%
FFA
2377
First Foundation Advisors
California
$249K +$68.7K +228 +38%
LWM
2378
Liberty Wealth Management
California
$249K -$14.8K -49 -6%
APG
2379
Abacus Planning Group
South Carolina
$248K -$159K -528 -39%
MAM
2380
Madison Asset Management
Wisconsin
$248K +$248K +825 New
TA
2381
Townsend & Associates
Colorado
$248K +$830 +3 +0.3%
WTB
2382
Washington Trust Bank
Washington
$247K +$247K +821 New
NB
2383
Northwest Bancshares
Pennsylvania
$247K +$247K +819 New
CWA
2384
Canvas Wealth Advisors
Kansas
$246K +$246K +891 New
SFA
2385
Source Financial Advisors
New York
$246K +$3.61K +12 +1%
TCWM
2386
Total Clarity Wealth Management
Illinois
$245K +$14.8K +49 +6%
SIS
2387
Sound Income Strategies
Florida
$245K +$75.6K +251 +45%
CT
2388
Colonial Trust
South Carolina
$245K +$7.53K +25 +3%
CWM
2389
Circle Wealth Management
New Jersey
$244K -$536K -1,779 -69%
EA
2390
Ellsworth Advisors
Ohio
$244K +$244K +828 New
GWM
2391
Gray Wealth Management
Maine
$243K
RF
2392
RHS Financial
California
$243K +$243K +808 New
HB
2393
Horizon Bancorp
Indiana
$243K +$6.33K +21 +3%
AA
2394
Apriem Advisors
California
$242K -$30.1K -100 -11%
EA
2395
Echo45 Advisors
California
$242K +$3.01K +10 +1%
JCM
2396
Jag Capital Management
Missouri
$242K -$904 -3 -0.4%
CFP
2397
Cascade Financial Partners
California
$242K +$242K +821 New
HCP
2398
Hexagon Capital Partners
Arkansas
$242K -$46.7K -155 -16%
GA
2399
GFS Advisors
Texas
$241K -$5.72K -19 -2%
RCA
2400
Ranch Capital Advisors
Florida
$240K +$240K +798 New