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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 %
T
1801
TCWP
Ohio
$325K -$2.43K -12 -0.7%
SICM
1802
Sustainable Insight Capital Management
New York
$324K -$142K -700 -30%
SMC
1803
Smith, Moore & Co
Missouri
$322K -$10.1K -50 -3%
CPA
1804
Capital Performance Advisors
California
$322K
NHC
1805
Nicholas Hoffman & Company
Georgia
$321K -$5.48K -27 -2%
LSIA
1806
LaSalle St. Investment Advisors
Illinois
$319K +$21.9K +108 +7%
RCA
1807
Resonant Capital Advisors
Wisconsin
$318K +$10.5K +52 +3%
KOC
1808
Koss-Olinger Consulting
Florida
$318K -$20.1K -99 -6%
LWM
1809
LJI Wealth Management
Indiana
$318K +$51.5K +254 +19%
CB
1810
CNB Bank
Pennsylvania
$316K +$2.43K +12 +0.8%
WAM
1811
WNY Asset Management
New York
$316K -$44.6K -220 -12%
HTHT
1812
Hemenway Trust Hemenway Trust
New Hampshire
$315K -$6.08K -30 -2%
BFA
1813
Beacon Financial Advisory
Ohio
$315K +$43.2K +213 +16%
CFAM
1814
Coury Firm Asset Management
Pennsylvania
$315K +$315K +1,553 New
CA
1815
Crumly & Associates
Illinois
$314K +$28.2K +139 +10%
WWP
1816
Waypoint Wealth Partners
California
$313K
FPAS
1817
Focus Partners Advisor Solutions
Missouri
$313K +$313K +1,546 New
CWA
1818
Clarity Wealth Advisors
California
$312K +$2.64K +13 +0.9%
AA
1819
Addison Advisors
Vermont
$311K +$14.4K +71 +5%
SIM
1820
SSI Investment Management
California
$311K -$3.04K -15 -1%
PFA
1821
Pathway Financial Advisors
Vermont
$311K
WDG
1822
Wealth Dimensions Group
Ohio
$310K -$27.6K -136 -8%
RFO
1823
RiverGlades Family Offices
Florida
$309K
WF
1824
Wayfinding Financial
Washington
$308K -$3.87K -19 -1%
PW
1825
Peninsula Wealth
California
$307K -$28.1K -139 -8%