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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 %
HBW
1526
Hazlett, Burt & Watson
West Virginia
$484K -$60.1K -300 -11%
EHWM
1527
Eads & Heald Wealth Management
Georgia
$484K -$41K -205 -8%
QC
1528
Quent Capital
New York
$482K -$31.3K -157 -6%
BTW
1529
Boston Trust Walden
Massachusetts
$482K -$106K -532 -18%
WTA
1530
Washington Trust Advisors
Massachusetts
$482K +$20.8K +104 +5%
SC
1531
Solstein Capital
California
$480K
NFSG
1532
Newbridge Financial Services Group
Florida
$478K +$9.19K +46 +2%
KP
1533
Keel Point
Alabama
$478K +$136K +680 +40%
CWM
1534
Circle Wealth Management
New Jersey
$477K +$1.8K +9 +0.4%
PCP
1535
Proficio Capital Partners
Massachusetts
$475K +$56.5K +283 +14%
RPWA
1536
Regent Peak Wealth Advisors
Georgia
$474K +$87.1K +436 +22%
RGC
1537
Roberts, Glore & Co
Illinois
$474K -$77.1K -386 -14%
IA
1538
Insight Advisors
Pennsylvania
$472K -$312K -1,561 -40%
VCM
1539
Virtue Capital Management
Tennessee
$472K -$195K -1,016 -29%
VA
1540
Valmark Advisers
Ohio
$470K +$999 +5 +0.2%
SHWM
1541
Silicon Hills Wealth Management
Texas
$469K
SB
1542
Sunflower Bank
Texas
$469K +$17.8K +89 +4%
HT
1543
HighTower Trust
Texas
$468K -$50.2K -290 -10%
SIMG
1544
Sonora Investment Management Group
Arizona
$467K -$999 -5 -0.2%
FI
1545
Financial Insights
Washington
$467K +$467K +2,340 New
AFG
1546
Atomi Financial Group
New York
$467K +$467K +2,336 New
FFC
1547
First Financial Corp
Indiana
$465K
DU
1548
Delphia (USA)
Ontario, Canada
$462K +$146K +731 +46%
SAG
1549
SageView Advisory Group
California
$461K +$27.2K +136 +6%
AIM
1550
Anchor Investment Management
South Carolina
$460K -$32.8K -164 -7%