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Salesforce

2,162 hedge funds and large institutions have $153B invested in Salesforce in 2023 Q1 according to their latest regulatory filings, with 343 funds opening new positions, 833 increasing their positions, 786 reducing their positions, and 150 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,162
Holders Change
+151
Holders Change %
+7.51%
% of All Funds
34.6%
Holding in Top 10
121
Holding in Top 10 Change
+62
Holding in Top 10 Change %
+105.08%
% of All Funds
1.94%
New
343
Increased
833
Reduced
786
Closed
150
Calls
$5.16B
Puts
$5.23B
Net Calls
-$69.1M
Net Calls Change
+$53.8M
Name Holding Trade Value Shares
Change
Shares
Change %
AFM
1651
Andesa Financial Management
Pennsylvania
$362K +$180K +2,484 +99%
ASFA
1652
All Season Financial Advisors
Colorado
$362K +$362K +1,813 New
CAM
1653
Cubic Asset Management
Massachusetts
$360K
ANTB
1654
AMG National Trust Bank
Colorado
$359K -$39K -195 -10%
PWAG
1655
Polaris Wealth Advisory Group
California
$358K +$2K +10 +0.6%
DFA
1656
Delta Financial Advisors
Louisiana
$355K
SFPG
1657
Stonebridge Financial Planning Group
Florida
$353K -$105K -526 -23%
Group One Trading
1658
Group One Trading
Illinois
$353K -$22.1M -110,529 -98%
AWM
1659
Accel Wealth Management
Iowa
$353K -$20K -100 -5%
I
1660
InceptionR
California
$352K +$352K +1,762 New
DWA
1661
Dougherty Wealth Advisers
Minnesota
$352K
PP
1662
Patron Partners
Texas
$351K -$25.2K -126 -7%
SW
1663
SlateStone Wealth
Florida
$351K +$351K +1,756 New
TFCP
1664
Twin Focus Capital Partners
Massachusetts
$350K -$33.8K -169 -9%
IGWM
1665
ICA Group Wealth Management
Colorado
$349K -$15K -75 -4%
MMPW
1666
Mitchell McLeod Pugh & Williams
Alabama
$349K +$3K +15 +0.9%
FCAG
1667
First Capital Advisors Group
New Jersey
$348K -$1.6K -8 -0.5%
ACA
1668
Aptus Capital Advisors
Alabama
$345K -$1.78M -8,920 -84%
BIA
1669
Bigelow Investment Advisors
Maine
$344K +$999 +5 +0.3%
TVAMP
1670
Tennessee Valley Asset Management Partners
Tennessee
$343K +$12.4K +62 +4%
SIA
1671
Soltis Investment Advisors
Utah
$343K -$8.79K -44 -2%
CIP
1672
Convergence Investment Partners
Florida
$343K +$343K +1,717 New
RWP
1673
Revolve Wealth Partners
New Jersey
$342K -$27.4K -137 -7%
PPP
1674
Private Portfolio Partners
New Jersey
$342K -$7.19K -36 -2%
KOC
1675
Koss-Olinger Consulting
Florida
$340K +$340K +1,702 New