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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 %
NA
1426
Navellier & Associates
Nevada
$1.28M +$138K +525 +12%
WAOI
1427
Wealth Advisors of Iowa
Iowa
$1.27M
HCM
1428
Highlander Capital Management
New Jersey
$1.27M
NAS
1429
Nicolet Advisory Services
Wisconsin
$1.27M -$52.7K -210 -4%
RWA
1430
Rainsberger Wealth Advisors
Colorado
$1.26M -$30.3K -115 -2%
NFG
1431
Nations Financial Group
Iowa
$1.26M +$27.4K +104 +2%
BFW
1432
Brady Family Wealth
Missouri
$1.25M +$78.9K +300 +7%
ACM
1433
Ayrshire Capital Management
Connecticut
$1.25M +$2.37K +9 +0.2%
EFG
1434
Embree Financial Group
Illinois
$1.25M +$1.25M +4,738 New
PWM
1435
Peterson Wealth Management
Nevada
$1.25M -$27.1K -103 -2%
FTWA
1436
Fifth Third Wealth Advisors
Ohio
$1.24M +$81K +308 +7%
CWM
1437
Cornerstone Wealth Management
Missouri
$1.24M -$15.3K -58 -1%
WIM
1438
Westside Investment Management
California
$1.24M +$11.1K +42 +0.9%
LHC
1439
Little House Capital
Massachusetts
$1.24M
GDP
1440
Great Diamond Partners
Maine
$1.24M +$33.4K +127 +3%
CAMV
1441
Concord Asset Management (Virginia)
Virginia
$1.23M +$862K +3,277 +232%
WA
1442
Wambolt & Associates
Colorado
$1.23M +$30 +22 +0%
OCM
1443
Orion Capital Management
California
$1.23M -$5.26K -20 -0.4%
BCM
1444
BlueCrest Capital Management
Jersey
$1.23M -$965K -3,668 -44%
PFWA
1445
Paces Ferry Wealth Advisors
Georgia
$1.22M -$12.4K -47 -1%
BOM
1446
Bank of Marin
California
$1.22M -$76.8K -292 -6%
QWP
1447
Quotient Wealth Partners
Texas
$1.22M +$1.22M +4,624 New
HPC
1448
HM Payson & Co
Maine
$1.21M
WPWM
1449
Western Pacific Wealth Management
Illinois
$1.21M
PI
1450
PFG Investments
New York
$1.21M +$199K +756 +20%