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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 %
MW
1576
Marcum Wealth
Ohio
$571K -$70K -345 -11%
PWMAG
1577
Pinnacle Wealth Management Advisory Group
New Jersey
$571K -$21.1K -104 -4%
ECG
1578
EPIQ Capital Group
California
$571K
ST
1579
Smithfield Trust
Pennsylvania
$570K +$69.8K +347 +14%
HBW
1580
Hazlett, Burt & Watson
West Virginia
$570K +$74K +367 +15%
SSWM
1581
Strait & Sound Wealth Management
California
$568K -$16.4K -81 -3%
GF
1582
Gabelli Funds
New York
$568K -$44.6K -220 -7%
LAM
1583
L2 Asset Management
Massachusetts
$564K -$4.74M -2,233 -89%
FCA
1584
FLC Capital Advisors
California
$564K -$23.1K -114 -4%
BWA
1585
Blodgett Wealth Advisors
California
$564K +$10.1K +50 +2%
CAM
1586
Carret Asset Management
New York
$564K +$811 +4 +0.1%
TFGT
1587
TS Financial Group (TSFG)
Illinois
$563K
HWAM
1588
Hennion & Walsh Asset Management
New Jersey
$562K +$105K +516 +23%
DA
1589
Dover Advisors
Virginia
$559K +$13.2K +65 +2%
MC
1590
Mathes Company
New York
$558K
HIF
1591
Hill Island Financial
Michigan
$557K -$17.6K -87 -3%
KFA
1592
Kapstone Financial Advisors
Ohio
$557K -$17.6K -87 -3%
GG
1593
Golden Green
South Carolina
$551K +$76.4K +377 +16%
RVPG
1594
Relative Value Partners Group
$551K +$551K +2,717 New
AA
1595
Alta Advisers
United Kingdom
$548K
CPRC
1596
Consolidated Portfolio Review Corp
New York
$547K +$17.8K +88 +3%
NRC
1597
New Republic Capital
North Carolina
$546K +$41.4K +204 +8%
AF
1598
Advisornet Financial
Minnesota
$546K +$58.2K +287 +12%
KC
1599
Knuff & Co
California
$545K
MCC
1600
Malaga Cove Capital
California
$545K -$28.8K -142 -5%