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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 %
I
1801
InceptionR
California
$548K -$470K -1,787 -46%
BCM
1802
BluePointe Capital Management
California
$547K +$547K +2,078 New
EL
1803
EWA LLC
Pennsylvania
$547K +$18.3K +64 +3%
DA
1804
Dover Advisors
Virginia
$545K -$181K -688 -25%
IF
1805
Intrua Financial
Texas
$544K +$7.11K +27 +1%
BTW
1806
Boston Trust Walden
Massachusetts
$543K -$62.9K -239 -10%
FC
1807
Fulcrum Capital
Washington
$542K
AIMC
1808
Alley Investment Management Company
Illinois
$542K
NRC
1809
New Republic Capital
North Carolina
$541K -$168K -638 -24%
GKWIM
1810
Gerber Kawasaki Wealth & Investment Management
California
$539K -$223K -849 -29%
SMC
1811
Smith, Moore & Co
Missouri
$539K +$121K +460 +29%
NFA
1812
Northern Financial Advisors
Michigan
$537K +$113K +431 +27%
MI
1813
Motiv8 Investments
Florida
$537K +$537K +2,039 New
BBI
1814
Baxter Bros Inc
Connecticut
$534K +$35K +133 +7%
BCM
1815
BluePath Capital Management
Georgia
$533K +$105K +396 +24%
GFS
1816
GYL Financial Synergies
Connecticut
$533K +$8.16K +31 +2%
IGGA
1817
Iron Gate Global Advisors
Utah
$532K -$2.63K -10 -0.5%
ZIG
1818
Zullo Investment Group
Pennsylvania
$530K +$33.7K +128 +7%
SGA
1819
Seaport Global Advisors
Massachusetts
$529K -$128K -488 -20%
NL
1820
NWAM LLC
Washington
$529K -$82.4K -313 -13%
SC
1821
Saiph Capital
New Jersey
$527K +$4.74K +18 +0.9%
MIP
1822
Mondrian Investment Partners
United Kingdom
$527K +$30.3K +115 +6%
LOAMU
1823
Lombard Odier Asset Management (USA)
New York
$526K -$263K -1,000 -33%
CL
1824
CSS LLC
Illinois
$526K +$526K +2,000 New
BAM
1825
BOCHK Asset Management
Hong Kong
$526K +$526K +2,000 New