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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 %
JCM
1251
Jacobi Capital Management
Pennsylvania
$1.78M -$27.4K -104 -2%
CWAG
1252
Compton Wealth Advisory Group
Virginia
$1.78M +$264K +1,002 +17%
RAM
1253
Redmond Asset Management
Virginia
$1.77M -$17.9K -68 -1%
PBT
1254
Pictet Bank & Trust
Bahamas
$1.77M -$416K -1,580 -19%
KFS
1255
Kaizen Financial Strategies
California
$1.77M -$116K -441 -6%
HT
1256
Heritage Trust
Oklahoma
$1.76M +$11.6K +44 +0.7%
KTM
1257
Keeler Thomas Management
Utah
$1.76M +$383K +1,457 +28%
1W
1258
1776 Wealth
Georgia
$1.76M
IWA
1259
Invera Wealth Advisors
Oregon
$1.75M +$1.75M +6,641 New
SA
1260
Strategic Advocates
Utah
$1.75M +$109K +414 +7%
OP
1261
ORG Partners
Indiana
$1.74M +$974K +3,701 +127%
ES
1262
Eagle Strategies
New York
$1.73M -$27.6K -105 -2%
PWM
1263
Power Wealth Management
Georgia
$1.73M +$1.73M +6,579 New
CIA
1264
Capital Investment Advisors
Georgia
$1.73M -$3.95K -15 -0.2%
DCM
1265
Donaldson Capital Management
Indiana
$1.72M +$151K +573 +10%
OWMIAS
1266
One Wealth Management Investment & Advisory Services
Florida
$1.72M +$1.72M +6,540 New
WAP
1267
Wealthcare Advisory Partners
Pennsylvania
$1.72M -$80.3K -305 -4%
GA
1268
GraniteShares Advisors
New York
$1.72M -$404K -1,536 -19%
9WM
1269
9258 Wealth Management
Ohio
$1.71M +$330K +1,253 +24%
MRCM
1270
M&R Capital Management
New Jersey
$1.7M -$251K -954 -13%
PVI
1271
Pine Valley Investments
New Jersey
$1.7M -$545K -2,073 -24%
CWM
1272
Congress Wealth Management
Massachusetts
$1.69M +$284K +1,078 +20%
VCP
1273
Varenne Capital Partners
France
$1.69M +$1.69M +6,415 New
CAMG
1274
CWA Asset Management Group
Florida
$1.68M +$216K +819 +15%
MAM
1275
Morse Asset Management
Connecticut
$1.68M -$176K -670 -9%