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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 %
BWAM
1176
Boyd Watterson Asset Management
Ohio
$1.44M -$1.83K -9 -0.1%
GRP
1177
Global Retirement Partners
California
$1.44M +$32.5K +161 +2%
BFS
1178
Bard Financial Services
Connecticut
$1.44M +$42.6K +210 +3%
Koshinski Asset Management
1179
Koshinski Asset Management
Illinois
$1.44M -$15.2K -75 -1%
MAM
1180
Morse Asset Management
Connecticut
$1.43M +$201K +990 +16%
WI
1181
WrapManager Inc
California
$1.43M -$319K -1,571 -18%
FAM
1182
Fred Alger Management
New York
$1.43M -$48.1M -237,009 -97%
CPIG
1183
Chicago Partners Investment Group
Illinois
$1.43M +$91.7K +454 +7%
C
1184
Certuity
Florida
$1.42M +$341K +1,681 +31%
TA
1185
Tiedemann Advisors
New York
$1.42M -$30.2K -149 -2%
Walleye Trading
1186
Walleye Trading
New York
$1.42M +$1.42M +6,979 New
FCB
1187
First County Bank
Connecticut
$1.41M +$97.3K +480 +7%
CRIG
1188
Charter Research & Investment Group
Connecticut
$1.41M -$65.9K -325 -4%
NG
1189
Northstar Group
New York
$1.41M -$11.4K -56 -0.8%
RSWM
1190
Robertson Stephens Wealth Management
California
$1.41M +$13.4K +66 +1%
EWM
1191
EPG Wealth Management
Georgia
$1.41M -$5.48K -27 -0.4%
CFCI
1192
Comprehensive Financial Consultants Institutional
Indiana
$1.4M +$135K +664 +11%
SIG
1193
Stonegate Investment Group
Alabama
$1.4M -$4.87K -24 -0.3%
BM
1194
Brandywine Managers
Delaware
$1.4M
IIM
1195
InTrack Investment Management
Vermont
$1.4M +$167K +822 +14%
DSCM
1196
Del-Sette Capital Management
New York
$1.4M +$802K +3,954 +135%
JCM
1197
Jacobi Capital Management
Pennsylvania
$1.39M +$73.8K +364 +6%
HIIFS
1198
Harel Insurance Investments & Financial Services
Israel
$1.39M -$818K -4,024 -37%
WAP
1199
Wealthcare Advisory Partners
Pennsylvania
$1.39M -$3.45K -17 -0.2%
CT
1200
Columbia Trust
Oregon
$1.39M +$76K +375 +6%