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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 %
CW
1626
CreativeOne Wealth
Kansas
$510K -$842K -4,149 -62%
GSIAS
1627
Garden State Investment Advisory Services
New Jersey
$509K +$43K +212 +9%
HCM
1628
Hengehold Capital Management
Ohio
$508K
SGA
1629
Seaport Global Advisors
Massachusetts
$507K -$30K -148 -6%
SFA
1630
Semmax Financial Advisors
North Carolina
$506K +$506K +2,352 New
PWP
1631
Perfromance Wealth Partners
Illinois
$505K +$24.3K +120 +5%
SB
1632
Sunflower Bank
Texas
$505K +$30.6K +151 +6%
SC
1633
Solstein Capital
California
$504K
AR
1634
Advisory Research
Illinois
$504K +$12.8K +63 +3%
IA
1635
IAM Advisory
Pennsylvania
$504K +$504K +2,484 New
Fayez Sarofim & Co
1636
Fayez Sarofim & Co
Texas
$502K +$502K +2,478 New
JIP
1637
Jaffetilchin Investment Partners
Florida
$502K -$13.2K -65 -3%
CWM
1638
Circle Wealth Management
New Jersey
$495K +$12.8K +63 +3%
CF
1639
Copperwynd Financial
Arizona
$488K -$94.9K -468 -16%
ACM
1640
Allred Capital Management
Texas
$487K -$2.84K -14 -0.6%
VT
1641
Vise Technologies
New York
$487K +$37.5K +185 +8%
SI
1642
Symmetry Investments
Jersey
$487K
MCP
1643
Mirador Capital Partners
California
$484K -$21.9K -108 -4%
SWM
1644
Salvus Wealth Management
New Jersey
$483K +$45.8K +226 +10%
BIP
1645
Blueprint Investment Partners
North Carolina
$483K -$157K -774 -25%
RPWA
1646
Regent Peak Wealth Advisors
Georgia
$483K +$10.1K +50 +2%
CP
1647
Castleview Partners
Texas
$482K +$7.1K +35 +1%
AFM
1648
Abbot Financial Management
Massachusetts
$480K -$50.7K -250 -10%
VNA
1649
Valley National Advisers
Pennsylvania
$480K +$26.2K +129 +6%
RA
1650
Riversedge Advisors
Delaware
$477K +$85.2K +420 +22%