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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 %
VFG
1551
V2 Financial group
Illinois
$606K +$40.6K +200 +7%
CFG
1552
Citizens Financial Group
Rhode Island
$606K +$90.2K +445 +17%
SIC
1553
Sterling Investment Counsel
New York
$604K -$5.88K -29 -1%
NFSG
1554
Newbridge Financial Services Group
Florida
$600K +$43.6K +215 +8%
NRD
1555
Nebula Research & Development
New York
$598K +$598K +2,947 New
AFT
1556
Alpha Family Trust
California
$595K
BCM
1557
Bienville Capital Management
New York
$593K
TP
1558
Tranquility Partners
Tennessee
$593K
PWP
1559
Pursue Wealth Partners
California
$590K -$2.03K -10 -0.3%
AIM
1560
Anchor Investment Management
South Carolina
$589K +$76.7K +378 +15%
BCA
1561
Bay Colony Advisors
Massachusetts
$589K -$954K -4,706 -62%
OP
1562
ORG Partners
Indiana
$589K -$45.4K -224 -7%
GKWIM
1563
Gerber Kawasaki Wealth & Investment Management
California
$588K -$18.7K -92 -3%
OCM
1564
Osterweis Capital Management
California
$588K -$78.1K -385 -12%
FFA
1565
First Foundation Advisors
California
$586K +$49.9K +246 +9%
PFBT
1566
Parkside Financial Bank & Trust
Missouri
$585K +$26K +128 +5%
SQA
1567
Simon Quick Advisors
New Jersey
$585K +$53.7K +265 +10%
FNBT
1568
FineMark National Bank & Trust
Florida
$585K -$16.4K -81 -3%
APC
1569
Aspire Private Capital
North Carolina
$584K +$8.72K +43 +2%
SMA
1570
Sage Mountain Advisors
Georgia
$584K +$97.9K +483 +20%
AP
1571
Appleton Partners
Massachusetts
$583K -$1.01K -5 -0.2%
TA
1572
TFG Advisers
Michigan
$582K
QC
1573
Quent Capital
New York
$581K +$73.6K +363 +15%
EB
1574
Eastern Bank
Massachusetts
$574K
SCI
1575
S&CO Inc
Massachusetts
$572K