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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 %
CIR
2526
Clear Investment Research
Georgia
$10.8K +$10.8K +41 New
RCM
2527
Richardson Capital Management
Wisconsin
$9.74K +$9.74K +37 New
PGAM
2528
Princeton Global Asset Management
New Jersey
$9.21K +$3.68K +14 +67%
DPW
2529
DiNuzzo Private Wealth
Pennsylvania
$8.95K +$8.95K +34 New
VWA
2530
Valued Wealth Advisors
Utah
$8.72K +$8.72K +43 New
FCT
2531
First Community Trust
Iowa
$8.68K
GIM
2532
Gold Investment Management
Alberta, Canada
$8.16K +$8.16K +31 New
VF
2533
VitalStone Financial
Texas
$8K
GGI
2534
Godsey & Gibb Inc
Virginia
$7.9K +$1.32K +5 +20%
RWM
2535
Ruedi Wealth Management
Illinois
$7.89K
RIM
2536
Ranger Investment Management
Texas
$7.37K
DCM
2537
Davidson Capital Management
Texas
$7.37K +$526 +2 +8%
VL
2538
Vima LLC
Michigan
$7.37K +$7.37K +28 New
RBC
2539
Roble Belko & Company
Pennsylvania
$7K
BG
2540
Bollard Group
Massachusetts
$7K
CWA
2541
Carolina Wealth Advisors
South Carolina
$6.84K
PWA
2542
Provenance Wealth Advisors
Florida
$6.58K -$263 -1 -4%
YAL
2543
Your Advocates Ltd
Texas
$6.32K -$1.32K -5 -17%
TFA
2544
Toth Financial Advisory
Virginia
$6.05K
JGIA
2545
Jackson Grant Investment Advisers
Connecticut
$5.79K
PS
2546
PayPay Securities
Japan
$5.23K -$3.03K -11 -37%
CHA
2547
Carmichael Hill & Associates
Maryland
$5K
VWWMG
2548
Vermillion & White Wealth Management Group
Pennsylvania
$5K +$5K +19 New
LWA
2549
Lowe Wealth Advisors
Maryland
$4.74K
BHWM
2550
Beaird Harris Wealth Management
Texas
$4.74K +$4.47K +17 +1,700%