CRM icon

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 %
TYCC
1451
Texas Yale Capital Corp
Florida
$799K
NDSI
1452
Newman Dignan & Sheerar Inc
Rhode Island
$787K +$5.27K +26 +0.7%
I
1453
InceptionR
California
$784K +$281K +1,386 +56%
AAM
1454
Augustine Asset Management
Florida
$784K -$1.22K -6 -0.2%
VBCG
1455
Valley Brook Capital Group
Pennsylvania
$783K +$20.3K +100 +3%
BC
1456
Bowman & Company
Wisconsin
$782K +$78.3K +386 +11%
AC
1457
AlphaCore Capital
California
$781K +$168K +828 +27%
OIM
1458
Oder Investment Management
California
$781K
PI
1459
PFG Investments
New York
$778K -$406 -2 -0.1%
HFM
1460
Harvest Fund Management
China
$775K +$428K +2,112 +123%
LCM
1461
LCM Capital Management
Illinois
$768K +$42.6K +210 +6%
GEA
1462
Glen Eagle Advisors
New Jersey
$768K -$4.66K -23 -0.6%
CCFP
1463
Charles Carroll Financial Partners
Massachusetts
$760K +$50.7K +250 +7%
PIA
1464
Perennial Investment Advisors
California
$758K -$78.2K -386 -9%
AWAG
1465
ARS Wealth Advisors Group
Florida
$758K +$42.6K +210 +6%
RWA
1466
Ropes Wealth Advisors
Massachusetts
$758K -$24.3K -120 -3%
SIG
1467
Sky Investment Group
Connecticut
$756K -$15.2K -75 -2%
CFMC
1468
Curbstone Financial Management Corp
New Hampshire
$754K -$20.3K -100 -3%
EW
1469
Evoke Wealth
California
$754K +$96.1K +474 +15%
FW
1470
FirstPurpose Wealth
Utah
$753K +$6.9K +34 +0.9%
RTC
1471
Riverview Trust Company
Washington
$752K
CWA
1472
Consilium Wealth Advisory
Texas
$747K +$63.7K +314 +9%
TPA
1473
Trivium Point Advisory
Connecticut
$745K +$25.4K +127 +4%
IIC
1474
Ironwood Investment Counsel
Arizona
$745K +$464K +2,287 +165%
BAM
1475
Blueshift Asset Management
New Jersey
$742K +$742K +3,660 New