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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 %
V
1601
ViaWealth
Kansas
$865K
VWA
1602
Visionary Wealth Advisors
Illinois
$863K +$26.8K +102 +3%
EGM
1603
Engineers Gate Manager
New York
$860K -$13.8M -52,313 -94%
SW
1604
Solidarity Wealth
Utah
$859K +$859K +3,264 New
LAM
1605
Lingohr Asset Management
Germany
$858K
PFGIA
1606
Patriot Financial Group Insurance Agency
Massachusetts
$855K +$14.7K +56 +2%
DFA
1607
Delta Financial Advisors
Louisiana
$851K +$263K +1,000 +45%
ANBT
1608
American National Bank & Trust
Texas
$849K +$3.42K +13 +0.4%
CA
1609
Continuum Advisory
Idaho
$848K +$475K +1,806 +127%
FCA
1610
FLC Capital Advisors
California
$842K +$110K +418 +15%
FFS
1611
Founders Financial Securities
Maryland
$841K -$30.8K -117 -4%
GC
1612
GFG Capital
Florida
$841K -$41.3K -157 -5%
LWL
1613
Leo Wealth LLC
Texas
$839K +$839K +2,824 New
S
1614
ShariaPortfolio
Florida
$839K +$31.6K +120 +4%
AWAG
1615
ARS Wealth Advisors Group
Florida
$838K -$146K -554 -15%
CAWM
1616
Capital Advisors Wealth Management
Washington
$838K +$838K +3,184 New
MWA
1617
Midland Wealth Advisors
Illinois
$835K +$835K +3,172 New
MTWM
1618
Masso Torrence Wealth Management
New Jersey
$829K +$146K +553 +21%
BWP
1619
BSW Wealth Partners
Colorado
$823K +$20.3K +77 +3%
RMDI
1620
R.M. Davis Inc
Maine
$819K -$26.3K -100 -3%
NCFG
1621
New Century Financial Group
New Jersey
$819K +$819K +3,113 New
GFG
1622
Greystone Financial Group
Michigan
$814K +$8.68K +33 +1%
MCWA
1623
Meadow Creek Wealth Advisors
Georgia
$810K +$810K +3,077 New
BIP
1624
Blueprint Investment Partners
North Carolina
$809K +$182K +693 +29%
VAFP
1625
Vahanian & Associates Financial Planning
New York
$809K -$239K -910 -23%