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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 %
WCM
1726
Weaver Capital Management
Georgia
$651K +$651K +2,474 New
TCM
1727
Telos Capital Management
California
$649K +$649K +2,468 New
VNA
1728
Valley National Advisers
Pennsylvania
$648K +$25.3K +96 +4%
GWM
1729
Greenwich Wealth Management
Connecticut
$648K +$52.3K +199 +9%
HL
1730
HeadInvest LLC
Maine
$645K -$15K -57 -2%
CIAS
1731
Capital Investment Advisory Services
North Carolina
$639K +$41.1K +156 +7%
RIM
1732
Rakuten Investment Management
Japan
$639K +$639K +2,406 New
CIM
1733
CIM Investment Management
Pennsylvania
$638K +$85.8K +326 +16%
IDBONY
1734
Israel Discount Bank of New York
New York
$637K -$213K -810 -25%
BRIA
1735
Balanced Rock Investment Advisors
Massachusetts
$636K +$636K +2,418 New
CP
1736
Castleview Partners
Texas
$634K +$8.16K +31 +1%
NWMG
1737
National Wealth Management Group
Ohio
$633K +$40K +152 +7%
HCM
1738
Hengehold Capital Management
Ohio
$633K -$26.3K -100 -4%
MA
1739
MONECO Advisors
Connecticut
$633K +$192K +731 +44%
PWMG
1740
Provence Wealth Management Group
California
$632K +$82.4K +313 +15%
ACM
1741
Allred Capital Management
Texas
$632K -$789 -3 -0.1%
SPW
1742
Sonoma Private Wealth
California
$632K +$632K +2,400 New
SWM
1743
Salvus Wealth Management
New Jersey
$629K +$2.11K +8 +0.3%
RC
1744
Rovin Capital
Arizona
$629K +$45.8K +174 +8%
RPWA
1745
Regent Peak Wealth Advisors
Georgia
$625K -$1.58K -6 -0.3%
MLA
1746
My Legacy Advisors
Oregon
$625K +$625K +2,302 New
AFM
1747
Abbot Financial Management
Massachusetts
$623K
FFO
1748
Fortitude Family Office
Arizona
$623K +$623K +2,368 New
WAS
1749
WESPAC Advisors SoCal
California
$623K +$63.9K +243 +11%
PWP
1750
Perfromance Wealth Partners
Illinois
$622K -$33.4K -127 -5%