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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 %
HTC
1676
Haverford Trust Company
Pennsylvania
$720K +$39.5K +150 +6%
SFA
1677
Semmax Financial Advisors
North Carolina
$715K +$54K +192 +8%
ACI
1678
Alpha Cubed Investments
California
$711K -$121K -458 -14%
AA
1679
Alta Advisers
United Kingdom
$710K
TFGT
1680
TS Financial Group (TSFG)
Illinois
$707K -$24K -91 -3%
MCC
1681
Malaga Cove Capital
California
$706K -$1.58K -6 -0.2%
CW
1682
CreativeOne Wealth
Kansas
$705K +$43.7K +166 +7%
WWM
1683
Wolff Wiese Magana
California
$703K -$517K -1,964 -42%
XT
1684
XTX Topco
Cayman Islands
$702K -$88.7K -337 -11%
MW
1685
Marcum Wealth
Ohio
$700K -$40.5K -154 -5%
6F
1686
626 Financial
Michigan
$699K -$411K -1,561 -37%
NGA
1687
Naples Global Advisors
Florida
$699K +$26.1K +99 +4%
DWM
1688
Drive Wealth Management
Utah
$698K +$4.47K +17 +0.6%
BCA
1689
Bay Colony Advisors
Massachusetts
$696K -$68.1K -259 -9%
MSWM
1690
McGlone Suttner Wealth Management
Wisconsin
$696K -$139K -530 -17%
PEA
1691
Park Edge Advisors
Ohio
$695K +$695K +2,641 New
SC
1692
Sonen Capital
California
$694K +$83.4K +317 +14%
VT
1693
Vise Technologies
New York
$692K +$59.2K +225 +9%
WAAG
1694
Wealth Alliance Advisory Group
Kansas
$691K +$150K +569 +28%
TCG
1695
Transcendent Capital Group
Oklahoma
$689K +$689K +2,617 New
GSIAS
1696
Garden State Investment Advisory Services
New Jersey
$686K +$26.1K +99 +4%
SB
1697
Sunflower Bank
Texas
$686K +$31.3K +119 +5%
CWM
1698
Circle Wealth Management
New Jersey
$681K +$38.4K +146 +6%
MCCA
1699
Mill Creek Capital Advisors
Pennsylvania
$680K +$680K +2,586 New
AIMA
1700
Ables Iannone Moore & Associates
Georgia
$680K +$680K +2,584 New