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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 %
PIA
1576
Perennial Investment Advisors
California
$909K -$75.2K -286 -8%
TA
1577
Tectonic Advisors
Texas
$908K -$5K -19 -0.5%
ICG
1578
InterOcean Capital Group
Tennessee
$905K -$13.7K -52 -1%
AC
1579
Allstate Corporation
Illinois
$905K -$47.9K -182 -5%
CIC
1580
Carnegie Investment Counsel
Ohio
$905K +$351K +1,334 +63%
SP
1581
Symmetry Partners
Connecticut
$902K
AIM
1582
Anchor Investment Management
South Carolina
$899K +$134K +511 +18%
CQS
1583
Credential Qtrade Securities
$899K -$43.2K -164 -5%
KIA
1584
Kraematon Investment Advisors
Massachusetts
$899K
MFA
1585
Mayflower Financial Advisors
Massachusetts
$898K +$10.8K +41 +1%
SIC
1586
Sterling Investment Counsel
New York
$892K +$108K +411 +14%
WWS
1587
Wellington Wealth Strategies
Indiana
$889K +$889K +3,378 New
CWM
1588
Calamos Wealth Management
Illinois
$888K -$10K -38 -1%
MFIM
1589
Mesirow Financial Investment Management
Illinois
$883K +$883K +89,930 New
MC
1590
Machina Capital
France
$882K -$2.32M -8,799 -72%
CAG
1591
Csenge Advisory Group
Florida
$881K +$298K +1,132 +51%
FB
1592
First Bancorp
Maine
$879K
SIMG
1593
Sonora Investment Management Group
Arizona
$879K +$21.6K +82 +3%
XF
1594
XML Financial
Maryland
$877K +$7.11K +27 +0.8%
Fayez Sarofim & Co
1595
Fayez Sarofim & Co
Texas
$874K +$153K +524 +21%
CIG
1596
Cascade Investment Group
Colorado
$874K -$789 -3 -0.1%
ACH
1597
ArrowMark Colorado Holdings
Colorado
$873K
BOH
1598
Bank of Hawaii
Hawaii
$870K -$48.7K -185 -5%
OW
1599
Olistico Wealth
Oklahoma
$869K +$21.1K +80 +2%
CIP
1600
Convergence Investment Partners
Florida
$866K +$50.8K +193 +6%