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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 %
KIC
1776
Kensington Investment Counsel
California
$586K +$31.1K +118 +6%
WJWM
1777
Williams Jones Wealth Management
New York
$585K -$85.5K -325 -13%
AIA
1778
Angeles Investment Advisors
California
$583K +$16.6K +63 +3%
CA
1779
Crumly & Associates
Illinois
$580K +$173K +659 +43%
CWM
1780
Centurion Wealth Management
Virginia
$580K -$3.16K -12 -0.5%
IA
1781
IFG Advisory
Georgia
$578K +$70.5K +268 +14%
MMPW
1782
Mitchell McLeod Pugh & Williams
Alabama
$577K +$26.3K +100 +5%
SL
1783
SFM LLC
New Hampshire
$577K +$577K +2,191 New
VA
1784
Valmark Advisers
Ohio
$576K +$13.4K +51 +2%
BBW
1785
Blue Barn Wealth
Utah
$570K +$41.1K +156 +8%
WA
1786
WBH Advisory
Maryland
$569K +$70.5K +268 +14%
NFA
1787
Northwest Financial Advisors
Virginia
$569K +$569K +2,162 New
BWG
1788
Berry Wealth Group
Texas
$567K +$567K +2,156 New
CPW
1789
Catalyst Private Wealth
California
$565K +$2.9K +11 +0.5%
SCA
1790
St. Clair Advisors
Ohio
$565K
VWM
1791
Vigilare Wealth Management
Arizona
$564K
MFG
1792
Magnus Financial Group
New York
$563K +$3.95K +15 +0.7%
APW
1793
Austin Private Wealth
Texas
$562K +$8.42K +32 +2%
MIC
1794
Meridian Investment Counsel
California
$555K +$105K +400 +23%
BBNA
1795
Bremer Bank National Association
Minnesota
$553K +$35.8K +136 +7%
PWM
1796
Palumbo Wealth Management
New York
$553K +$553K +2,100 New
TNA
1797
True North Advisors
Texas
$552K +$109K +413 +25%
WC
1798
Weil Company
California
$550K -$9.74K -37 -2%
VWM
1799
Vivid Wealth Management
Iowa
$549K +$549K +2,087 New
BFPW
1800
BOK Financial Private Wealth
Colorado
$548K