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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 %
OQS
2626
Occudo Quantitative Strategies
Florida
-$920K -4,538 Closed
EW
2627
Evoke Wealth
California
-$754K -3,716 Closed
NRD
2628
Nebula Research & Development
New York
-$598K -2,947 Closed
CF
2629
Cantor Fitzgerald
New York
-$531K -2,620 Closed
VC
2630
Vicus Capital
Pennsylvania
-$522K -2,575 Closed
AR
2631
Advisory Research
Illinois
-$504K -2,485 Closed
MCI
2632
MRP Capital Investments
Georgia
-$438K -2,159 Closed
MM
2633
MQS Management
New York
-$387K -1,910 Closed
T
2634
TCWP
Ohio
-$325K -1,605 Closed
AWE
2635
Avidian Wealth Enterprises
Texas
-$302K -1,489 Closed
CM
2636
Capula Management
Cayman Islands
-$301K -1,482 Closed
LSA
2637
Lion Street Advisors
Texas
-$299K -1,474 Closed
FRM
2638
Fox Run Management
Connecticut
-$267K -1,315 Closed
WIS
2639
Wright Investors Service
Connecticut
-$258K -1,270 Closed
GCP
2640
GSA Capital Partners
United Kingdom
-$257K -1,269 Closed
TFCP
2641
Twin Focus Capital Partners
Massachusetts
-$254K -1,255 Closed
CC
2642
Corton Capital
Ontario, Canada
-$252K -1,242 Closed
TNBTD
2643
Trustmark National Bank Trust Department
Mississippi
-$243K -1,200 Closed
XC
2644
XY Capital
Hong Kong
-$243K -1,196 Closed
TWA
2645
Talisman Wealth Advisors
New Jersey
-$240K -1,182 Closed
JSW
2646
Journey Strategic Wealth
New Jersey
-$238K -1,174 Closed
IWA
2647
Inspirion Wealth Advisors
Illinois
-$229K -1,131 Closed
WCM
2648
WealthBridge Capital Management
Ohio
-$225K -1,109 Closed
TA
2649
Trellis Advisors
Washington
-$208K -1,025 Closed
RA
2650
Rockingstone Advisors
Massachusetts
-$201K -993 Closed