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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 %
RIP
1701
RAM Investment Partners
Washington
$679K +$7.63K +29 +1%
CP
1702
Covenant Partners
Tennessee
$678K
OL
1703
OneFund LLC
Florida
$677K +$677K +2,574 New
OFS
1704
OneAscent Financial Services
Alabama
$677K -$159K -602 -19%
KA
1705
Kozak & Associates
Colorado
$676K +$1.08K +4 +0.2%
AF
1706
Apollon Financial
South Carolina
$674K +$674K +2,563 New
TWP
1707
Tyche Wealth Partners
Texas
$673K +$673K +2,556 New
KFI
1708
Key Financial Inc
Pennsylvania
$670K -$5.26K -20 -0.8%
FCBT
1709
First Citizens Bank & Trust
North Carolina
$670K -$4.47K -17 -0.7%
SCP
1710
Sivia Capital Partners
California
$669K +$669K +2,542 New
KC
1711
Knuff & Co
California
$668K -$39.5K -150 -6%
CBT
1712
Central Bank & Trust
Kentucky
$666K -$381K -1,449 -36%
FWP
1713
FAS Wealth Partners
Kansas
$665K -$19.7K -75 -3%
BFA
1714
Beaumont Financial Advisors
Massachusetts
$663K +$143K +544 +28%
GGA
1715
Granite Group Advisors
Connecticut
$662K +$662K +2,164 New
IA
1716
IAM Advisory
Pennsylvania
$662K +$7.89K +30 +1%
FFC
1717
First Financial Corp
Indiana
$660K -$6.05K -23 -0.9%
WCFA
1718
Walkner Condon Financial Advisors
Wisconsin
$658K -$34.7K -132 -5%
MS
1719
Mizuho Securities
Japan
$658K +$579K +2,200 +733%
PI
1720
Parkside Investments
Illinois
$658K +$658K +2,500 New
SC
1721
Solstein Capital
California
$654K
CF
1722
Copperwynd Financial
Arizona
$654K +$21.3K +81 +3%
KCIC
1723
Kuhn & Co Investment Counsel
Illinois
$653K +$653K +2,481 New
MW
1724
Maia Wealth
Colorado
$653K +$653K +2,481 New
SSWM
1725
Sheets Smith Wealth Management
North Carolina
$653K +$112K +427 +21%