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 %
MYLI
726
Meiji Yasuda Life Insurance
Japan
$6.68M +$1.26M +4,782 +23%
FFP
727
FourThought Financial Partners
Florida
$6.67M -$787K -2,990 -11%
PWS
728
Peloton Wealth Strategists
Indiana
$6.67M -$138K -525 -2%
SVCP
729
Silicon Valley Capital Partners
California
$6.66M +$5.53M +21,030 +490%
MWM
730
Marietta Wealth Management
Georgia
$6.59M -$95.5K -363 -1%
AI
731
AXS Investments
New York
$6.58M -$797K -3,030 -11%
MCM
732
Maytus Capital Management
New York
$6.58M +$6.58M +25,000 New
CTC
733
Central Trust Company
Missouri
$6.51M +$10K +38 +0.2%
PI
734
PGGM Investments
Netherlands
$6.51M +$6.51M +24,734 New
PCM
735
Penserra Capital Management
California
$6.46M +$2.52M +9,584 +64%
FFA
736
Fragasso Financial Advisors
Pennsylvania
$6.44M -$295K -1,122 -4%
DA
737
Dillon & Associates
Michigan
$6.42M +$75.5K +287 +1%
AG
738
AIA Group
Hong Kong
$6.42M +$698K +2,651 +12%
CCM
739
Cohen Capital Management
California
$6.41M
BFM
740
Boston Financial Management
Massachusetts
$6.4M +$500K +1,901 +8%
SIA
741
Soltis Investment Advisors
Utah
$6.38M +$5.69M +21,612 +825%
FEG
742
Financial Enhancement Group
Indiana
$6.37M +$885K +3,261 +16%
KIA
743
Knollwood Investment Advisory
Maryland
$6.36M +$2.78M +10,550 +77%
TCM
744
Twin Capital Management
Pennsylvania
$6.34M -$146K -553 -2%
PF
745
Phoenix Financial
Israel
$6.32M +$643K +2,180 +11%
KCM
746
Kornitzer Capital Management
Kansas
$6.28M -$235K -892 -4%
JF
747
Jump Financial
Illinois
$6.27M +$4.92M +18,687 +362%
CL
748
Choreo LLC
Illinois
$6.27M +$4.72M +17,947 +305%
ZIM
749
Zacks Investment Management
Illinois
$6.24M +$2.63K +10 +0%
PIM
750
Progressive Investment Management
Oregon
$6.22M -$25.3K -96 -0.4%