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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
37.77%
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 %
AFWM
2551
Abich Financial Wealth Management
Virginia
$4.74K +$4.74K +18 New
SHIM
2552
Stone House Investment Management
Pennsylvania
$4.74K +$4.74K +18 New
CA
2553
Centerpoint Advisors
Massachusetts
$4K -$1.07K -4 -21%
KFP
2554
Keener Financial Planning
Texas
$4K +$4K +15 New
MFT
2555
Moisand Fitzgerald Tamayo
Florida
$3.68K -$97.4K -370 -96%
LAM
2556
Lummis Asset Management
Texas
$3.68K +$3.68K +14 New
RDFA
2557
Ritter Daniher Financial Advisory
Ohio
$3.42K
FPB
2558
First PREMIER Bank
South Dakota
$3K +$3K +10 New
PAS
2559
Point72 Asia (Singapore)
Singapore
$2.79K +$2.79K +11 New
HGA
2560
Hobbs Group Advisors
South Carolina
$2.63K +$2.63K +10 New
TCM
2561
TD Capital Management
Tennessee
$2.37K +$2.37K +9 New
TWP
2562
TFO Wealth Partners
Ohio
$2.11K -$68.7K -261 -97%
TLCM
2563
Twin Lakes Capital Management
California
$2.11K
UIA
2564
Ulland Investment Advisors
Minnesota
$2K
TFA
2565
Transamerica Financial Advisors
Florida
$2K +$1.71K +6 +600%
TWD
2566
True Wealth Design
Ohio
$1.84K
SWM
2567
Sanctuary Wealth Management
Idaho
$1.58K
DWA
2568
Delos Wealth Advisors
Texas
$1.58K
DF
2569
DecisionPoint Financial
Arizona
$1.58K +$1.58K +6 New
NSG
2570
Nalls Sherbakoff Group
Tennessee
$1.32K -$1.05K -4 -44%
PCM
2571
Perritt Capital Management
Illinois
$1.32K +$1.32K +5 New
SC
2572
Stephens Consulting
Michigan
$1.05K
IA
2573
IFS Advisors
Kansas
$789
FDCP
2574
Foster Dykema Cabot & Partners
Massachusetts
$789 +$789 +3 New
DSC
2575
Duncker Streett & Co
Missouri
$789 +$789 +3 New