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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 %
MSFP
2501
Mark Sheptoff Financial Planning
Connecticut
$19.7K
BAM
2502
Bellevue Asset Management
Washington
$18.4K
CAM
2503
Costello Asset Management
Pennsylvania
$18.2K
VAMG
2504
Voisard Asset Management Group
Michigan
$18.2K +$18.2K +69 New
LIWM
2505
Long Island Wealth Management
New York
$18K +$18K +69 New
FWA
2506
FSC Wealth Advisors
New York
$17.9K -$65.8K -250 -79%
SC
2507
Steph & Co
Wisconsin
$17.4K
AT
2508
Arlington Trust
Alabama
$17.1K -$3.35M -12,721 -99%
NMM
2509
Naples Money Management
Florida
$16.6K +$16.6K +63 New
LFASL
2510
Lugano Financial Advisors SA (LFA)
Switzerland
$16.3K
DEM
2511
Disciplined Equity Management
Florida
$16.3K +$16.3K +62 New
TC
2512
Trust Company
Kansas
$15.8K
AFS
2513
Annapolis Financial Services
Maryland
$15.5K
PP
2514
PFS Partners
New Jersey
$15.3K
PCC
2515
Park Circle Company
Maryland
$14.2K
AW
2516
Avion Wealth
Texas
$14K -$1.89K -7 -12%
EA
2517
Evolution Advisers
Virginia
$14K +$14K +55 New
MFC
2518
Mechanics Financial Corp
Ohio
$13.2K
PP
2519
PrairieView Partners
Minnesota
$13K
AWM
2520
Atticus Wealth Management
Florida
$12.6K
CMP
2521
Coston McIsaac & Partners
Maine
$12K
NECFA
2522
New England Capital Financial Advisors
Connecticut
$11.8K
HWA
2523
HHM Wealth Advisors
Tennessee
$11.6K -$5.26K -20 -31%
MBFW
2524
Morton Brown Family Wealth
Pennsylvania
$11.1K
CCA
2525
Criterion Capital Advisors
Tennessee
$11.1K +$11.1K +42 New