CRM icon

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 %
Wealth Enhancement Advisory Services
1401
Wealth Enhancement Advisory Services
Minnesota
$657K +$657K +3,289 New
WC
1402
Weil Company
California
$654K -$152K -763 -19%
SWA
1403
Strata Wealth Advisors
Texas
$652K
LAM
1404
Lingohr Asset Management
Germany
$651K +$651K +3,261 New
CPC
1405
Congress Park Capital
New York
$650K -$689K -3,450 -51%
CMI
1406
Clare Market Investments
Texas
$648K -$671K -3,358 -51%
SFS
1407
Stiles Financial Services
Minnesota
$646K -$67.9K -340 -10%
MW
1408
Marcum Wealth
Ohio
$646K +$115K +577 +22%
B
1409
Bellecapital
Switzerland
$646K +$34.4K +172 +6%
GF
1410
Gabelli Funds
New York
$644K +$47.9K +240 +8%
MMG
1411
Monetary Management Group
Missouri
$639K
RMDI
1412
R.M. Davis Inc
Maine
$638K -$16.2K -81 -2%
DC
1413
DeDora Capital
California
$637K +$137K +688 +28%
ANBT
1414
American National Bank & Trust
Texas
$636K +$9.99K +50 +2%
EB
1415
Eastern Bank
Massachusetts
$632K -$151K -757 -19%
MFA
1416
Mayflower Financial Advisors
Massachusetts
$631K -$4.8K -24 -0.8%
XF
1417
XML Financial
Maryland
$631K +$5.19K +26 +0.8%
SWS
1418
SYSTM Wealth Solutions
Illinois
$628K -$340K -1,704 -35%
SIM
1419
Studio Investment Management
Illinois
$627K -$8.59K -43 -1%
PFGIA
1420
Patriot Financial Group Insurance Agency
Massachusetts
$627K +$60.7K +304 +11%
RIA
1421
Realta Investment Advisors
Delaware
$626K -$285K -1,427 -31%
ICG
1422
InterOcean Capital Group
Tennessee
$624K -$10.6K -53 -2%
BWA
1423
Blodgett Wealth Advisors
California
$623K -$64.9K -325 -9%
DCM
1424
Dudley Capital Management
Virginia
$622K
VWM
1425
Vigilare Wealth Management
Arizona
$621K -$192K -959 -24%