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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 %
MG
1751
Mather Group
Illinois
$374K +$129K +636 +53%
PCP
1752
Proficio Capital Partners
Massachusetts
$373K +$11.4K +56 +3%
VCA
1753
Verdence Capital Advisors
Maryland
$373K +$66.5K +328 +22%
PP
1754
Patron Partners
Texas
$373K +$13.2K +65 +4%
PA
1755
Perennial Advisors
New York
$371K -$406 -2 -0.1%
PB
1756
Pinnacle Bancorp
Nebraska
$369K
GWANC
1757
Guardian Wealth Advisors (North Carolina)
North Carolina
$369K +$156K +767 +73%
RWP
1758
Revolve Wealth Partners
New Jersey
$368K +$5.68K +28 +2%
HM
1759
Harvest Management
New York
$365K
IIC
1760
Integrated Investment Consultants
Michigan
$363K -$52.5K -259 -13%
PAG
1761
Private Advisory Group
Washington
$361K -$323K -1,591 -47%
FFA
1762
Fi3 Financial Advisors
Indiana
$361K +$77.3K +381 +27%
CC
1763
Copperleaf Capital
North Carolina
$361K -$55.4K -273 -13%
DOA
1764
D'Orazio & Associates
Virginia
$360K +$30K +148 +9%
RZH
1765
Relyea Zuckerberg Hanson
Connecticut
$360K +$2.64K +13 +0.7%
WCM
1766
Wedge Capital Management
North Carolina
$359K +$3.65K +18 +1%
APWM
1767
Argonautica Private Wealth Management
Massachusetts
$358K +$49.1K +242 +16%
DWA
1768
Dougherty Wealth Advisers
Minnesota
$357K
TVAMP
1769
Tennessee Valley Asset Management Partners
Tennessee
$356K
PSP
1770
Pacific Sage Partners
Washington
$354K -$3.45K -17 -1%
WFAG
1771
Worth Financial Advisory Group
North Carolina
$353K +$10.1K +50 +3%
FMWA
1772
Forvis Mazars Wealth Advisors
Missouri
$353K -$276K -1,361 -44%
PCM
1773
Pointe Capital Management
Michigan
$353K +$38.1K +188 +12%
AWM
1774
Accel Wealth Management
Iowa
$351K -$4.06K -20 -1%
OWM
1775
OneAscent Wealth Management
Alabama
$350K -$38.4K -189 -10%