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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 %
PSF
2426
Pacific Sun Financial
California
$228K +$228K +758 New
TCM
2427
Tufton Capital Management
Maryland
$228K +$228K +758 New
OPPS
2428
Obsidian Personal Planning Solutions
Maryland
$228K -$8.88K -33 -4%
KCM
2429
Kathmere Capital Management
Pennsylvania
$227K +$227K +755 New
KI
2430
Kapitalo Investimentos
Brazil
$227K +$169K +561 +291%
CAL
2431
Capital Advisors Ltd
Ohio
$227K +$7.84K +26 +4%
CCWM
2432
Cassaday & Co Wealth Management
Virginia
$227K +$227K +753 New
TWP
2433
Triad Wealth Partners
Kansas
$227K +$227K +753 New
SLT
2434
St Louis Trust
Missouri
$227K +$227K +753 New
SFA
2435
Souders Financial Advisors
Ohio
$226K +$226K +751 New
AAMA
2436
Advanced Asset Management Advisors
Ohio
$226K +$226K +750 New
OPA
2437
Old Port Advisors
Maine
$226K +$226K +749 New
ML
2438
McAdam LLC
Pennsylvania
$225K +$225K +747 New
MAG
2439
M3 Advisory Group
Massachusetts
$225K +$225K +746 New
EGA
2440
E&G Advisors
Texas
$224K +$224K +744 New
AT
2441
American Trust
Kentucky
$223K -$80.4K -267 -27%
PI
2442
Pachira Investments
California
$223K +$223K +740 New
HCC
2443
Hirtle Callaghan & Co
Pennsylvania
$221K +$221K +735 New
WPA
2444
West Paces Advisors
Georgia
$221K
CWM
2445
CCG Wealth Management
California
$220K +$220K +731 New
HPM
2446
Hoxton Planning & Management
West Virginia
$220K +$220K +730 New
SAM
2447
Summit Asset Management
Tennessee
$220K +$220K +729 New
AWG
2448
Altus Wealth Group
Colorado
$220K +$220K +729 New
PCMC
2449
Planning Capital Management Corporation
Pennsylvania
$219K -$54.5K -181 -20%
HP
2450
Holistic Planning
Texas
$218K +$218K +724 New