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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 %
LA
626
LM Advisors
California
$9.16M +$9.16M +34,796 New
KRSITF
627
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$9.12M -$252K -956 -3%
FA
628
FDx Advisors
Illinois
$9M +$294K +1,117 +3%
NRG
629
Nemes Rush Group
Michigan
$8.99M +$323K +1,228 +4%
SBIA
630
Sheaff Brock Investment Advisors
Indiana
$8.98M +$4.98M +18,925 +125%
GIM
631
Grassi Investment Management
California
$8.9M -$26.3K -100 -0.3%
PTC
632
Philadelphia Trust Company
Pennsylvania
$8.87M -$44.5K -169 -0.5%
NCM
633
Novare Capital Management
North Carolina
$8.87M +$539K +2,047 +6%
LFAS
634
Level Four Advisory Services
Texas
$8.85M +$174K +663 +2%
WC
635
Whitney & Co
New York
$8.82M +$131K +497 +2%
CSS
636
Cubist Systematic Strategies
Connecticut
$8.82M -$56.7M -215,629 -87%
AIM
637
Artemis Investment Management
United Kingdom
$8.81M -$6.28M -23,880 -42%
SCA
638
Snowden Capital Advisors
New York
$8.81M +$3.5M +13,317 +66%
EF
639
Empirical Finance
Pennsylvania
$8.81M +$55.3K +210 +0.6%
BIAS
640
Beacon Investment Advisory Services
New Jersey
$8.81M -$620K -2,358 -7%
GIM
641
Generate Investment Management
New Zealand
$8.77M +$8.77M +33,332 New
JFG
642
Jefferies Financial Group
New York
$8.7M +$7.45M +28,313 +597%
AAS
643
Avantax Advisory Services
Texas
$8.69M +$20.8K +79 +0.2%
GVAG
644
Great Valley Advisor Group
Delaware
$8.56M +$2.22M +8,446 +35%
MIC
645
Maxi Investments CY
Cyprus
$8.55M +$5.14M +19,519 +150%
RWA
646
Roberts Wealth Advisors
California
$8.53M -$37.5K -46 -0.4%
KeyBank National Association
647
KeyBank National Association
Ohio
$8.5M +$111K +422 +1%
SWA
648
Stratos Wealth Advisors
Ohio
$8.5M -$179K -681 -2%
PCOC
649
Power Corp of Canada
Canada
$8.45M
GP
650
Girard Partners
Pennsylvania
$8.43M +$886K +3,368 +12%