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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 %
HT
2651
Headlands Technologies
Illinois
-$172K -846 Closed
CCP
2652
Carmel Capital Partners
California
-$161K -795 Closed
RCG
2653
Rock Creek Group
District of Columbia
-$138K -682 Closed
EARNEST Partners
2654
EARNEST Partners
Georgia
-$109K -536 Closed
CBT
2655
CoreFirst Bank & Trust
Kansas
-$101K -500 Closed
SFFS
2656
Stonehage Fleming Financial Services
Jersey
-$92.3K -455 Closed
PPWM
2657
PFG Private Wealth Management
Florida
-$80.1K -395 Closed
PHAM
2658
Portland Hill Asset Management
United Kingdom
-$63K -311 Closed
ICM
2659
Intrepid Capital Management
Florida
-$47.9K -236 Closed
WWP
2660
WR Wealth Planners
Missouri
-$46.2K -228 Closed
SIA
2661
SkyView Investment Advisors
New Jersey
-$30K -148 Closed
NIC
2662
Northwest Investment Counselors
Oregon
-$28.6K -141 Closed
RFA
2663
Register Financial Advisors
Georgia
-$18.5K -91 Closed
AWM
2664
Ameliora Wealth Management
Switzerland
-$15.8K -78 Closed
HWP
2665
Hibernia Wealth Partners
Louisiana
-$10.7K -53 Closed
SL
2666
Savior LLC
Massachusetts
-$10.1K -50 Closed
BOC
2667
Bull Oak Capital
California
-$7.5K -37 Closed
RL
2668
Rogco LP
Oklahoma
-$7.1K -35 Closed
AWA
2669
Authentikos Wealth Advisory
California
-$6.08K -30 Closed
BWS
2670
Buck Wealth Strategies
Colorado
-$5.88K -29 Closed
FAM
2671
Flaharty Asset Management
Florida
-$3.85K -19 Closed
BFP
2672
Briaud Financial Planning
Texas
-$3K -15 Closed
Legacy Financial Group (Iowa)
2673
Legacy Financial Group (Iowa)
Iowa
-$2.03K -10 Closed
FSWA
2674
Financial Synergies Wealth Advisors
Texas
-$1.83K -9 Closed
MCA
2675
Maryland Capital Advisors
Maryland
-$406 -2 Closed