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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 %
IB
1201
Intrust Bank
Kansas
$1.95M -$37.6K -143 -2%
BBL
1202
Beck Bode LLC
Massachusetts
$1.95M -$81.3K -309 -4%
SAM
1203
Synergy Asset Management
Washington
$1.94M +$467K +1,775 +32%
CFFP
1204
Center for Financial Planning
Michigan
$1.93M
TWM
1205
TriaGen Wealth Management
California
$1.93M -$511K -1,943 -21%
UAS
1206
United Asset Strategies
New York
$1.92M -$182K -693 -9%
DAM
1207
Deltec Asset Management
New York
$1.92M +$1.61M +6,100 +508%
AWA
1208
Arete Wealth Advisors
Illinois
$1.92M +$346K +1,317 +22%
PJSIMP
1209
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.92M -$40.6K -145 -2%
LAM
1210
Lewis Asset Management
California
$1.91M +$1.91M +7,271 New
MFG
1211
MidWestOne Financial Group
Iowa
$1.91M -$82.1K -312 -4%
FWA
1212
FOCUS Wealth Advisors
Texas
$1.91M -$15K -57 -0.8%
AFG
1213
Albion Financial Group
Utah
$1.91M -$6.05K -23 -0.3%
CCG
1214
Cypress Capital Group
Florida
$1.9M -$93.4K -355 -5%
MAM
1215
Meeder Asset Management
Ohio
$1.89M +$1.51M +5,737 +393%
SIG
1216
Stonegate Investment Group
Alabama
$1.89M +$68.4K +260 +4%
FCP
1217
Fidelis Capital Partners
Florida
$1.89M +$487K +1,850 +35%
VLC
1218
Van Leeuwen & Company
New Jersey
$1.88M +$1.54M +5,863 +457%
PWM
1219
Pinnacle Wealth Management
California
$1.88M -$18.4K -70 -1%
FMI
1220
F/M Investments
District of Columbia
$1.88M -$163K -621 -8%
USCWA
1221
U.S. Capital Wealth Advisors
Texas
$1.87M -$344K -1,309 -16%
ACS
1222
Archford Capital Strategies
Illinois
$1.87M +$348K +1,324 +23%
BFS
1223
Bard Financial Services
Connecticut
$1.86M -$2.63K -10 -0.1%
BWAM
1224
Boyd Watterson Asset Management
Ohio
$1.86M -$12.6K -48 -0.7%
BIG
1225
Brooklyn Investment Group
New York
$1.86M +$1.86M +7,072 New