CRM icon

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 %
MWM
476
Moran Wealth Management
Florida
$17.6M -$982K -3,731 -5%
PA
477
Parallel Advisors
California
$17.4M -$238K -905 -1%
BVDMP
478
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$17.3M
HIMCH
479
Hartford Investment Management Co (HIMCO)
Connecticut
$17.3M -$872K -3,312 -5%
ACA
480
Anchor Capital Advisors
Massachusetts
$17.2M -$1.21M -4,607 -7%
FCH
481
Freestone Capital Holdings
Washington
$17.2M +$35.5K +135 +0.2%
CFM
482
Coronation Fund Managers
South Africa
$17M -$2.61M -9,920 -13%
DCM
483
Dupont Capital Management
Delaware
$16.9M -$439K -1,669 -3%
DADC
484
D.A. Davidson & Co
Montana
$16.8M +$2.4M +9,129 +17%
CAM
485
Cidel Asset Management
Ontario, Canada
$16.8M +$778K +2,956 +5%
PCIA
486
Prime Capital Investment Advisors
Kansas
$16.6M -$4.22M -16,042 -20%
FBB
487
Fulton Breakefield Broenniman
Maryland
$16.5M +$46.6K +177 +0.3%
MC
488
Middleton & Co
Massachusetts
$16.5M -$709K -2,693 -4%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
489
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$16.3M +$16.3M +61,900 New
SAM
490
Securian Asset Management
Minnesota
$16.2M -$2.18M -8,294 -12%
NA
491
NewEdge Advisors
Louisiana
$16.2M +$3.26M +12,139 +25%
LIP
492
Lighthouse Investment Partners
Florida
$16.1M +$7.94M +30,181 +97%
SG Americas Securities
493
SG Americas Securities
New York
$16.1M +$8.84M +33,583 +121%
SAM
494
Sycomore Asset Management
France
$16M +$961K +3,604 +6%
LWM
495
Lyell Wealth Management
California
$15.9M -$136K -516 -0.8%
SIA
496
Sit Investment Associates
Minnesota
$15.9M -$1.12M -4,258 -7%
TF
497
Talbot Financial
Washington
$15.7M +$873K +3,316 +6%
KPWS
498
Kestra Private Wealth Services
Texas
$15.7M +$3.2M +12,171 +26%
QIM
499
Quest Investment Management
Oregon
$15.6M -$880K -3,345 -5%
IMCOOI
500
Investment Management Corp of Ontario (IMCO)
Canada
$15.6M +$13.6M +51,691 +670%