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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 %
SFG
1701
Sovereign Financial Group
Connecticut
$321K -$1.8K -9 -0.6%
HP
1702
Hyperion Partners
Pennsylvania
$321K
GI
1703
Gradient Investments
Minnesota
$321K -$248K -1,239 -44%
FHC
1704
First Heartland Consultants
Missouri
$319K -$16.6K -83 -5%
GCS
1705
Gordian Capital (Singapore)
Singapore
$319K +$110K +550 +53%
RZH
1706
Relyea Zuckerberg Hanson
Connecticut
$318K +$318K +1,592 New
ZIG
1707
Zullo Investment Group
Pennsylvania
$318K +$18.2K +91 +6%
HTHT
1708
Hemenway Trust Hemenway Trust
New Hampshire
$317K -$77.1K -386 -20%
DIM
1709
DC Investments Management
Virginia
$314K +$314K +1,573 New
WDL
1710
Well Done LLC
Michigan
$313K +$6.59K +33 +2%
BEI
1711
Benjamin Edwards Inc
Missouri
$313K +$102K +509 +48%
JGIA
1712
Jackson Grant Investment Advisers
Connecticut
$312K +$4.4K +22 +1%
WWP
1713
Waypoint Wealth Partners
California
$309K +$200 +1 +0.1%
IIC
1714
Ironwood Investment Counsel
Arizona
$309K +$309K +1,546 New
APWM
1715
Argonautica Private Wealth Management
Massachusetts
$307K
JFA
1716
JNBA Financial Advisors
Minnesota
$306K -$599 -3 -0.2%
GA
1717
Geller Advisors
New York
$306K +$306K +1,533 New
PFA
1718
Pathway Financial Advisors
Vermont
$306K
WPC
1719
Waters Parkerson & Co
Louisiana
$306K +$1.8K +9 +0.6%
FMII
1720
Farmers & Merchants Investments Inc
Nebraska
$306K +$8.19K +41 +3%
RFO
1721
RiverGlades Family Offices
Florida
$305K -$320K -1,600 -51%
MAM
1722
Meeder Asset Management
Ohio
$303K +$303K +1,518 New
CCA
1723
Childress Capital Advisors
Texas
$303K -$104K -523 -26%
KWMG
1724
King Wealth Management Group
Florida
$302K -$399K -2,000 -57%
CH
1725
Canton Hathaway
Rhode Island
$302K