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Salesforce

2,272 hedge funds and large institutions have $155B invested in Salesforce in 2023 Q3 according to their latest regulatory filings, with 153 funds opening new positions, 939 increasing their positions, 877 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,272
Holders Change
-8
Holders Change %
-0.35%
% of All Funds
36.22%
Holding in Top 10
91
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.15%
% of All Funds
1.45%
New
153
Increased
939
Reduced
877
Closed
130
Calls
$3.29B
Puts
$4.92B
Net Calls
-$1.63B
Net Calls Change
-$241M
Name Holding Trade Value Shares
Change
Shares
Change %
JWBC
1101
J.W. Burns & Co
New York
$1.69M +$142K +702 +9%
PCS
1102
Personal CFO Solutions
New Jersey
$1.68M +$161K +793 +11%
TPCW
1103
TD Private Client Wealth
New York
$1.68M -$304K -1,497 -15%
HCCM
1104
Hudson Canyon Capital Management
New York
$1.67M
OGF
1105
Orin Green Financial
California
$1.67M -$969K -4,777 -37%
BA
1106
Birinyi Associates
Connecticut
$1.66M +$71K +350 +4%
TWM
1107
Thrive Wealth Management
Pennsylvania
$1.66M +$519K +2,560 +46%
APGDR
1108
Absoluto Partners Gestao de Recursos
Brazil
$1.66M +$214K +1,056 +15%
Financial Engines Advisors
1109
Financial Engines Advisors
California
$1.65M +$14.4K +71 +0.9%
V
1110
VeraBank
Texas
$1.64M -$14.6K -72 -0.9%
FFM
1111
Forum Financial Management
Illinois
$1.64M +$27.6K +136 +2%
NL
1112
Navalign LLC
California
$1.64M -$37.3K -184 -2%
RMC
1113
Resources Management Corp
Connecticut
$1.64M +$19.7K +97 +1%
LCM
1114
Lazari Capital Management
California
$1.64M -$28.6K -141 -2%
IWM
1115
IHT Wealth Management
Illinois
$1.64M +$30.8K +152 +2%
GA
1116
GraniteShares Advisors
New York
$1.63M +$1.09M +5,374 +200%
ECG
1117
Edge Capital Group
Georgia
$1.63M -$5.68K -28 -0.3%
MGIA
1118
Moneta Group Investment Advisors
Missouri
$1.63M +$104K +511 +7%
WMP
1119
Wealth Management Partners
Arizona
$1.63M +$130K +640 +9%
MTIC
1120
Missouri Trust & Investment Company
Missouri
$1.62M +$238K +1,172 +17%
GEM
1121
Global Endowment Management
North Carolina
$1.62M +$1.62M +8,002 New
JWCA
1122
J.W. Cole Advisors
Florida
$1.62M -$1.22M -6,019 -43%
SACTSONJ
1123
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.62M
UAS
1124
United Asset Strategies
New York
$1.62M +$1.26M +6,229 +353%
NIP
1125
Nicholas Investment Partners
California
$1.61M