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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 %
PTCG
2451
Pring Turner Capital Group
California
$217K +$217K +722 New
MC
2452
Marest Capital
California
$217K +$217K +722 New
ACA
2453
Affinity Capital Advisors
California
$217K -$27.4K -91 -11%
HFP
2454
Holistic Financial Partners
Indiana
$217K -$30.1K -100 -12%
RMC
2455
Regis Management Company
California
$216K +$216K +716 New
M1FG
2456
Mach-1 Financial Group
Arkansas
$216K +$216K +716 New
HR
2457
Howe & Rusling
New York
$216K +$216K +716 New
HI
2458
Humankind Investments
New York
$215K -$45.2K -150 -17%
MHWM
2459
Montz Harcus Wealth Management
Louisiana
$215K +$215K +713 New
SIAG
2460
Safeguard Investment Advisory Group
California
$214K +$214K +709 New
FMN
2461
Financial Management Network
California
$213K +$213K +725 New
SFG
2462
Sather Financial Group
Texas
$213K +$213K +708 New
GWM
2463
GSB Wealth Management
Connecticut
$213K +$213K +708 New
JSW
2464
Journey Strategic Wealth
New Jersey
$212K +$212K +705 New
AIM
2465
Athena Investment Management
California
$212K +$212K +705 New
FSC
2466
Full Sail Capital
Oklahoma
$212K +$212K +704 New
AR
2467
Apeiron RIA
Texas
$211K -$92.2K -306 -30%
TWA
2468
Talisman Wealth Advisors
New Jersey
$211K +$211K +702 New
BCM
2469
Blume Capital Management
California
$211K
UID
2470
Union Investments & Development
Israel
$211K
JFG
2471
JMG Financial Group
Illinois
$211K +$211K +700 New
SICM
2472
Sustainable Insight Capital Management
New York
$211K -$60.2K -200 -22%
AWM
2473
Alterna Wealth Management
Texas
$210K +$210K +698 New
HWM
2474
Hemington Wealth Management
Virginia
$210K +$210K +696 New
RW
2475
REDW Wealth
New Mexico
$210K +$210K +697 New