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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 %
SPIS
1551
Steward Partners Investment Solutions
Oregon
$960K +$960K +3,648 New
CAS
1552
Coppell Advisory Solutions
Texas
$958K +$911K +3,461 +1,923%
WAG
1553
Wallace Advisory Group
California
$956K -$27.6K -136 -3%
LA
1554
Legacy Advisors
Pennsylvania
$955K +$160K +607 +20%
GEA
1555
Glen Eagle Advisors
New Jersey
$951K -$45K -171 -5%
GCA
1556
Guardian Capital Advisors
Ontario, Canada
$950K +$950K +3,642 New
IIC
1557
Ironwood Investment Counsel
Arizona
$950K -$16.6K -63 -2%
LIG
1558
Lokken Investment Group
Delaware
$950K +$263 +1 +0%
CG
1559
CFO4Life Group
Texas
$950K +$43.2K +164 +5%
BCM
1560
Brown Capital Management
Maryland
$948K -$237K -899 -20%
JFL
1561
Jarislowsky, Fraser Ltd
Quebec, Canada
$947K +$947K +3,600 New
SIG
1562
Sky Investment Group
Connecticut
$944K -$36.8K -140 -4%
MCA
1563
Magnolia Capital Advisors
Mississippi
$941K -$4.03K -14 -0.4%
SCA
1564
STALEY CAPITAL ADVISERS
Pennsylvania
$938K +$65.8K +250 +8%
IIM
1565
Ipswich Investment Management
Massachusetts
$937K -$2.9K -11 -0.3%
TVAMP
1566
Tennessee Valley Asset Management Partners
Tennessee
$936K +$474K +1,802 +103%
LGA
1567
Lebenthal Global Advisors
New York
$935K +$935K +3,554 New
SWM
1568
Seed Wealth Management
Illinois
$935K
CPC
1569
Congress Park Capital
New York
$929K +$118K +450 +15%
EAM
1570
Empirical Asset Management
Massachusetts
$929K +$929K +3,529 New
CMANY
1571
Capital Management Associates (New York)
New York
$921K +$921K +3,500 New
PIM
1572
Plato Investment Management
Australia
$918K +$918K +3,490 New
1CP
1573
17 Capital Partners
Arizona
$916K +$916K +3,481 New
UWS
1574
Unique Wealth Strategies
Illinois
$913K +$913K +3,469 New
WPW
1575
Watershed Private Wealth
Illinois
$911K +$93.7K +356 +11%