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Salesforce

2,162 hedge funds and large institutions have $153B invested in Salesforce in 2023 Q1 according to their latest regulatory filings, with 343 funds opening new positions, 833 increasing their positions, 786 reducing their positions, and 150 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,162
Holders Change
+151
Holders Change %
+7.51%
% of All Funds
34.6%
Holding in Top 10
121
Holding in Top 10 Change
+62
Holding in Top 10 Change %
+105.08%
% of All Funds
1.94%
New
343
Increased
833
Reduced
786
Closed
150
Calls
$5.16B
Puts
$5.23B
Net Calls
-$69.1M
Net Calls Change
+$53.8M
Name Holding Trade Value Shares
Change
Shares
Change %
TA
1276
Tectonic Advisors
Texas
$907K -$200 -1 -0%
MRCM
1277
M&R Capital Management
New Jersey
$901K +$515K +2,578 +133%
SIM
1278
Sentry Investment Management
Wisconsin
$900K -$169K -846 -16%
DP
1279
Denver PWM
Colorado
$898K -$1.97K -10 -0.2%
FANJ
1280
Financial Architects (New Jersey)
New Jersey
$898K +$6.59K +33 +0.7%
SIG
1281
Sargent Investment Group
Maryland
$896K +$8.84K +45 +1%
CAMG
1282
CWA Asset Management Group
Florida
$895K -$326K -1,632 -27%
BAM
1283
Blueshift Asset Management
New Jersey
$894K +$894K +4,475 New
NAMP
1284
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$893K -$249K -1,248 -22%
FW
1285
FirstPurpose Wealth
Utah
$888K +$157K +788 +22%
1SB
1286
1ST Source Bank
Indiana
$885K -$43K -215 -5%
CFG
1287
Citizens Financial Group
Rhode Island
$884K +$141K +704 +19%
BWM
1288
BigSur Wealth Management
Florida
$879K -$120K -600 -12%
ICP
1289
Interchange Capital Partners
Pennsylvania
$879K +$432K +2,146 +97%
AWAG
1290
ARS Wealth Advisors Group
Florida
$871K -$209K -1,047 -19%
GLR
1291
Great Lakes Retirement
Ohio
$865K +$62.5K +313 +8%
FCBT
1292
First Citizens Bank & Trust
North Carolina
$863K +$241K +1,204 +39%
CW
1293
CIC Wealth
Maryland
$860K -$8.19K -41 -0.9%
CWM
1294
Cornerstone Wealth Management
Missouri
$860K +$860K +4,305 New
BIP
1295
Blueprint Investment Partners
North Carolina
$860K +$860K +4,303 New
BL
1296
BFSG LLC
California
$859K +$859K +4,300 New
6F
1297
626 Financial
Michigan
$857K +$531K +2,659 +163%
IRC
1298
Investors Research Corp
Georgia
$856K -$15.2K -76 -2%
PL
1299
Plancorp LLC
Missouri
$850K +$53.5K +268 +7%
FCA
1300
FinTrust Capital Advisors
South Carolina
$850K