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Salesforce

2,576 hedge funds and large institutions have $210B invested in Salesforce in 2023 Q4 according to their latest regulatory filings, with 435 funds opening new positions, 981 increasing their positions, 904 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,576
Holders Change
+304
Holders Change %
+13.38%
% of All Funds
37.76%
Holding in Top 10
143
Holding in Top 10 Change
+52
Holding in Top 10 Change %
+57.14%
% of All Funds
2.1%
New
435
Increased
981
Reduced
904
Closed
97
Calls
$5.06B
Puts
$6.9B
Net Calls
-$1.84B
Net Calls Change
-$215M
Name Holding Trade Value Shares
Change
Shares
Change %
OC
2476
Oakworth Capital
Alabama
$30.3K -$8.16K -31 -21%
CTA
2477
Colonial Trust Advisors
South Carolina
$29.7K +$1.32K +5 +5%
CMA
2478
Cedar Mountain Advisors
Oregon
$29.2K
BC
2479
Barrett & Company
Rhode Island
$28.9K
AP
2480
Aspect Partners
Virginia
$28.7K +$28.7K +109 New
MFG
2481
Mendota Financial Group
Wisconsin
$28.2K +$1.32K +5 +5%
OLVIG
2482
Oliver Lagore Vanvalin Investment Group
Michigan
$26.8K -$15K -57 -36%
BC
2483
Belmont Capital
California
$26.6K
FFA
2484
Fairfield Financial Advisors
Massachusetts
$26.3K
TC
2485
Tacita Capital
Ontario, Canada
$26.3K
BMC
2486
Bear Mountain Capital
Washington
$26.1K +$26.1K +97 New
RDIA
2487
RE Dickinson Investment Advisors
Iowa
$26K -$4.68K -18 -15%
DAC
2488
Dividend Assets Capital
South Carolina
$26K
SRCM
2489
Signature Resources Capital Management
California
$25.5K +$25.5K +97 New
Cohen & Steers
2490
Cohen & Steers
New York
$25K
GFL
2491
Granite FO LLC
New Hampshire
$23.4K
KFS
2492
Kelly Financial Services
Massachusetts
$22.9K -$526 -2 -2%
FFA
2493
Frazier Financial Advisors
Ohio
$22.4K +$22.4K +85 New
LF
2494
Lee Financial
Texas
$21.8K +$2.63K +10 +14%
BGAI
2495
Bruce G. Allen Investments
Colorado
$21.3K +$21.3K +81 New
PO
2496
Private Ocean
California
$21.1K
FP
2497
Financial Perspectives
Minnesota
$20.3K +$526 +2 +3%
WAG
2498
Wiser Advisor Group
Arizona
$20.3K +$20.3K +77 New
DMKJ
2499
David M. Knott Jr
$20K
SWM
2500
Sugarloaf Wealth Management
Georgia
$20K