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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 %
WA
1476
Waverly Advisors
Alabama
$742K -$30.4K -150 -4%
SWM
1477
Seed Wealth Management
Illinois
$740K
AC
1478
Allstate Corporation
Illinois
$734K
LIG
1479
Lokken Investment Group
Delaware
$732K +$6.08K +30 +0.8%
SIC
1480
Salem Investment Counselors
North Carolina
$731K +$416K +2,050 +132%
EFG
1481
Everhart Financial Group
Ohio
$730K +$43K +212 +6%
ACM
1482
Advisors Capital Management
New Jersey
$730K +$511K +2,521 +233%
CQS
1483
Credential Qtrade Securities
$726K -$8.92K -44 -1%
IIM
1484
Ipswich Investment Management
Massachusetts
$724K -$6.29K -31 -0.9%
CCM
1485
Cinctive Capital Management
New York
$720K +$720K +3,549 New
KLCM
1486
KG&L Capital Management
Louisiana
$711K -$118K -581 -14%
ICG
1487
InterOcean Capital Group
Tennessee
$708K +$89.2K +440 +14%
BOH
1488
Bank of Hawaii
Hawaii
$708K -$363K -1,792 -34%
TA
1489
Tectonic Advisors
Texas
$703K -$3.04K -15 -0.4%
CG
1490
CFO4Life Group
Texas
$699K +$699K +3,445 New
AWM
1491
Angeles Wealth Management
California
$697K +$141K +696 +25%
KIA
1492
Kraematon Investment Advisors
Massachusetts
$693K
CWM
1493
Calamos Wealth Management
Illinois
$692K +$11.2K +55 +2%
SP
1494
Symmetry Partners
Connecticut
$689K -$83.8K -413 -11%
BWA
1495
Bordeaux Wealth Advisors
California
$686K -$43.2K -213 -6%
MFA
1496
Mayflower Financial Advisors
Massachusetts
$683K -$7.91K -39 -1%
GC
1497
GFG Capital
Florida
$680K -$6.29K -31 -0.9%
FB
1498
First Bancorp
Maine
$677K -$12.8K -63 -2%
CIG
1499
Cascade Investment Group
Colorado
$674K -$20.3K -100 -3%
ACH
1500
ArrowMark Colorado Holdings
Colorado
$673K