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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 %
CRI
1776
Colonial River Investments
Virginia
$348K -$17K -84 -5%
CWM
1777
Cedar Wealth Management
California
$347K
VAG
1778
VisionPoint Advisory Group
Texas
$347K +$13.6K +67 +4%
MIC
1779
Meridian Investment Counsel
California
$347K -$101K -500 -23%
TCMP
1780
Thrive Capital Management (Pennsylvania)
Pennsylvania
$345K +$97.9K +483 +40%
PPP
1781
Private Portfolio Partners
New Jersey
$342K -$5.88K -29 -2%
HFM
1782
Hartford Funds Management
Pennsylvania
$341K +$17K +84 +5%
TNA
1783
True North Advisors
Texas
$341K +$1.83K +9 +0.5%
JWM
1784
Jeppson Wealth Management
California
$339K -$5.88K -29 -2%
MA
1785
MONECO Advisors
Connecticut
$339K +$5.07K +25 +2%
JFA
1786
JNBA Financial Advisors
Minnesota
$338K +$27.4K +135 +9%
HP
1787
Hyperion Partners
Pennsylvania
$337K
AWM
1788
Accurate Wealth Management
Florida
$336K -$629 -3 -0.2%
NJBEST
1789
New Jersey Better Educational Savings Trust
New Jersey
$336K
AF
1790
Apexium Financial
Texas
$336K -$5.07K -25 -1%
FFL
1791
Future Fund LLC
Illinois
$335K -$23.3K -115 -7%
SFPG
1792
Stonebridge Financial Planning Group
Florida
$334K +$28.4K +140 +9%
JC
1793
JB Capital
Connecticut
$333K +$113K +559 +52%
SW
1794
SlateStone Wealth
Florida
$331K -$4.05K -20 -1%
BCM
1795
BluePath Capital Management
Georgia
$329K +$329K +1,623 New
GA
1796
Geller Advisors
New York
$328K -$595K -2,936 -64%
AWAP
1797
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$328K
EAM
1798
Evanson Asset Management
California
$328K +$101K +500 +45%
NFA
1799
Northern Financial Advisors
Michigan
$326K -$46.6K -230 -13%
AIM
1800
Arcadia Investment Management
Michigan
$326K