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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 %
SSB
601
Sandy Spring Bank
Maryland
$10.2M -$445K -1,691 -4%
SHGA
602
Sand Hill Global Advisors
California
$10.2M -$144K -547 -1%
BCM
603
Brookstone Capital Management
Illinois
$10.1M +$311K +1,183 +3%
EOJOAM
604
E. Ohman J:or Asset Management
Sweden
$10M -$1.89M -7,200 -16%
MIC
605
Means Investment Company
Maine
$10M +$264K +1,002 +3%
CCM
606
CloudAlpha Capital Management
Hong Kong
$10M +$10M +38,000 New
AAF
607
Andra AP-fonden
Sweden
$10M +$579K +2,200 +6%
KA
608
Kintegral Advisory
New York
$10M -$63.7K -242 -0.6%
SAM
609
Shell Asset Management
Netherlands
$9.93M -$1.71M -6,486 -15%
GLA
610
Great Lakes Advisors
Illinois
$9.89M +$721K +2,741 +8%
CB
611
Commerce Bank
Missouri
$9.73M +$466K +1,771 +5%
RIA
612
RPG Investment Advisory
California
$9.66M +$1.94M +7,368 +25%
JMFC
613
J.M. Forbes & Co
Massachusetts
$9.57M +$207K +788 +2%
TCM
614
Thames Capital Management
New Jersey
$9.55M +$1.04M +3,948 +12%
RMA
615
Roffman Miller Associates
Pennsylvania
$9.53M -$2.25M -8,555 -19%
WFG
616
Wormser Freres Gestion
France
$9.52M +$9.52M +36,257 New
TCOV
617
Trust Company of Vermont
Vermont
$9.5M +$46.1K +175 +0.5%
CM
618
Crestline Management
Texas
$9.48M +$5.1M +19,390 +117%
EAM
619
Eagle Asset Management
Florida
$9.46M +$75K +285 +0.8%
PCA
620
Pallas Capital Advisors
Massachusetts
$9.46M -$75.8K -288 -0.8%
CCM
621
Channing Capital Management
Illinois
$9.4M -$557K -2,117 -6%
MC
622
Moors & Cabot
Massachusetts
$9.39M -$48.9K -186 -0.5%
MGWM
623
Marks Group Wealth Management
Minnesota
$9.27M +$67.6K +257 +0.7%
MHC
624
Meyer Handelman Company
New York
$9.22M +$18.4K +70 +0.2%
CA
625
CSM Advisors
Pennsylvania
$9.17M +$9.17M +34,840 New