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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 %
EL
1826
Essex LLC
Illinois
$526K +$34.7K +132 +7%
AFP
1827
Ausdal Financial Partners
Iowa
$525K +$7.37K +28 +1%
PWS
1828
Peterson Wealth Services
Utah
$524K -$1.05K -4 -0.2%
SFS
1829
Stiles Financial Services
Minnesota
$524K -$88.2K -335 -14%
CA
1830
CoreCap Advisors
Michigan
$523K -$1.26M -4,805 -71%
BC
1831
Brio Consultants
California
$522K -$6.84K -26 -1%
BAM
1832
Blueshift Asset Management
New Jersey
$522K -$441K -1,677 -46%
TCMP
1833
Thrive Capital Management (Pennsylvania)
Pennsylvania
$520K +$71.8K +273 +16%
JC
1834
JB Capital
Connecticut
$519K +$86.8K +330 +20%
PCP
1835
Proficio Capital Partners
Massachusetts
$519K +$34.5K +131 +7%
DOA
1836
D'Orazio & Associates
Virginia
$518K +$50.8K +193 +11%
TA
1837
Tactive Advisors
Florida
$515K +$515K +1,959 New
CNBTD
1838
Citizens National Bank Trust Department
Mississippi
$515K +$208K +790 +68%
VCM
1839
Virtue Capital Management
Tennessee
$512K -$514K -2,405 Closed
CWM
1840
Connecticut Wealth Management
Connecticut
$512K +$5.53K +21 +1%
CIA
1841
Cape Investment Advisory
Georgia
$511K +$7.63K +29 +2%
SFG
1842
Synergy Financial Group
California
$510K +$5.79K +22 +1%
WTA
1843
Washington Trust Advisors
Massachusetts
$510K -$158K -599 -24%
RA
1844
Riversedge Advisors
Delaware
$509K -$110K -417 -18%
CWS
1845
Confluence Wealth Services
Pennsylvania
$509K -$71.8K -273 -12%
BW
1846
Bison Wealth
Georgia
$508K +$18.7K +71 +4%
VCA
1847
Verdence Capital Advisors
Maryland
$506K +$22.6K +86 +5%
EWA
1848
Encompass Wealth Advisors
Oregon
$506K
RZH
1849
Relyea Zuckerberg Hanson
Connecticut
$506K +$38.9K +148 +8%
CAM
1850
Cubic Asset Management
Massachusetts
$505K