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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 %
RIA
1676
Regal Investment Advisors
Michigan
$441K -$20.1K -99 -4%
JCIA
1677
Jackson Creek Investment Advisors
Colorado
$441K +$94.6K +466 +27%
MCI
1678
MRP Capital Investments
Georgia
$438K -$653K -3,218 -60%
RFN
1679
Redwood Financial Network
Ohio
$437K -$25.3K -125 -5%
AIA
1680
Angeles Investment Advisors
California
$436K +$19.7K +97 +5%
GTAM
1681
Global Trust Asset Management
Florida
$436K +$64.9K +320 +17%
JFGIW
1682
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$436K -$23.1K -114 -5%
SCA
1683
St. Clair Advisors
Ohio
$435K +$29.8K +147 +7%
VWM
1684
Vigilare Wealth Management
Arizona
$435K -$92.3K -455 -18%
T
1685
TOBAM
France
$434K +$40.9K +202 +10%
VA
1686
Valmark Advisers
Ohio
$434K
CPW
1687
Catalyst Private Wealth
California
$433K +$5.27K +26 +1%
WC
1688
Weil Company
California
$432K -$230K -1,136 -35%
WAS
1689
WESPAC Advisors SoCal
California
$431K
MFG
1690
Magnus Financial Group
New York
$431K -$8.52K -42 -2%
KIC
1691
Kensington Investment Counsel
California
$427K -$167K -826 -28%
CIC
1692
Carnegie Investment Counsel
Ohio
$427K -$51.9K -256 -11%
CCS
1693
Concentric Capital Strategies
Connecticut
$427K -$255K -1,257 -37%
APW
1694
Austin Private Wealth
Texas
$427K +$28K +138 +7%
SFO
1695
Stokes Family Office
Louisiana
$426K -$11.4K -56 -3%
CIM
1696
CIM Investment Management
Pennsylvania
$426K -$11.2K -55 -3%
MMPW
1697
Mitchell McLeod Pugh & Williams
Alabama
$425K
PWMG
1698
Provence Wealth Management Group
California
$424K +$9.13K +45 +2%
BFPW
1699
BOK Financial Private Wealth
Colorado
$422K
TC
1700
Truvestments Capital
Florida
$421K +$14.2K +70 +3%