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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 %
DC
1426
DeDora Capital
California
$860K +$109K +538 +15%
CWM
1427
Chemistry Wealth Management
New York
$859K
GP
1428
Geneva Partners
Wisconsin
$858K +$858K +4,230 New
6F
1429
626 Financial
Michigan
$856K
IIM
1430
Intact Investment Management
Quebec, Canada
$854K -$183K -900 -18%
HSA
1431
HBK Sorce Advisory
Pennsylvania
$852K +$41.6K +205 +5%
HSA
1432
Hussman Strategic Advisors
Maryland
$852K +$852K +4,200 New
FUBT
1433
First United Bank & Trust
Maryland
$848K +$19.3K +95 +2%
MAM
1434
MWA Asset Management
Massachusetts
$843K +$843K +4,155 New
PP
1435
PDS Planning
Ohio
$841K +$18.5K +91 +2%
CA
1436
Claro Advisors
Massachusetts
$841K +$72.4K +357 +9%
1SB
1437
1ST Source Bank
Indiana
$838K -$35.1K -173 -4%
SYBT
1438
Stock Yards Bank & Trust
Kentucky
$835K -$597K -2,944 -42%
AC
1439
AXQ Capital
New Jersey
$831K +$831K +4,100 New
IA
1440
IFP Advisors
Florida
$830K -$652K -3,215 -44%
SRC
1441
Sage Rhino Capital
California
$828K +$203 +1 +0%
1IA
1442
1834 Investment Advisors
Wisconsin
$826K +$89.2K +440 +12%
FI
1443
Financial Insights
Washington
$825K +$124K +615 +18%
MFP
1444
Meridian Financial Partners
Virginia
$823K -$9.37K -45 -1%
JE
1445
JMAC Enterprises
Pennsylvania
$821K -$6.9K -34 -0.8%
ESB
1446
Essex Savings Bank
Connecticut
$819K -$58.6K -289 -7%
BWM
1447
BigSur Wealth Management
Florida
$817K +$46.6K +230 +6%
VAFP
1448
Vahanian & Associates Financial Planning
New York
$808K
CBT
1449
Central Bank & Trust
Kentucky
$807K -$31.4K -155 -4%
BDFN
1450
Bond & Devick Financial Network
Minnesota
$800K