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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 %
TNB
401
Thomasville National Bank
Georgia
$26.1M -$295K -1,120 -1%
TMAM
402
Tokio Marine Asset Management
Japan
$25.9M -$62.9K -239 -0.2%
BCI
403
Brinker Capital Investments
Pennsylvania
$25.5M -$682K -2,615 -3%
OPS
404
Orion Portfolio Solutions
Nebraska
$25.5M -$682K -2,615 -3%
KAS
405
Kestra Advisory Services
Texas
$25.3M -$649K -2,467 -3%
CAM
406
ClariVest Asset Management
California
$25.2M +$4.25M +16,148 +20%
Wealthfront Advisers
407
Wealthfront Advisers
California
$25.1M +$659K +2,506 +3%
AI
408
Atria Investments
North Carolina
$25M -$268K -1,019 -1%
SW
409
SteelPeak Wealth
California
$24.8M -$5.34M -20,293 -18%
Walleye Capital
410
Walleye Capital
New York
$24.7M +$24.7M +93,868 New
CCM
411
Chilton Capital Management
Texas
$24.7M -$201K -764 -0.8%
TI
412
Tidal Investments
Wisconsin
$24.4M +$261K +992 +1%
RC
413
RDST Capital
Washington
$24.3M +$496K +1,885 +2%
TIAA Trust, National Association
414
TIAA Trust, National Association
North Carolina
$24.2M +$1.74M +6,609 +8%
BSA
415
Braun Stacey Associates
New York
$24.1M -$740K -2,811 -3%
BFO
416
Boston Family Office
Massachusetts
$24M -$59.7K -227 -0.2%
SI
417
Stephens Inc
Arkansas
$23.8M -$294K -1,119 -1%
IMPI
418
Ilmarinen Mutual Pension Insurance
Finland
$23.7M +$1.32M +5,000 +6%
APC
419
Alta Park Capital
California
$23.6M +$23.6M +89,815 New
CGH
420
Crossmark Global Holdings
Texas
$23.5M -$1.9M -7,212 -7%
UB
421
UMB Bank
Missouri
$23.5M +$122K +464 +0.5%
DILIC
422
Dai-ichi Life Insurance Company
Japan
$23.1M -$97.6K -371 -0.4%
HPG
423
Harvest Portfolios Group
Ontario, Canada
$23M -$425K -1,617 -2%
AIM
424
Achmea Investment Management
Netherlands
$22.9M -$580K -2,203 -2%
VIM
425
Vancity Investment Management
British Columbia, Canada
$22.7M -$14.7M -56,016 -39%