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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 %
FRM
1901
Fox Run Management
Connecticut
$267K -$751K -3,703 -74%
EFSCE
1902
Enterprise Financial Services Corp (EFSC)
Missouri
$266K -$24.5K -121 -8%
MCM
1903
Mengis Capital Management
Oregon
$265K -$406 -2 -0.2%
MME
1904
Meag Munich Ergo
Germany
$265K -$414K -2,042 -61%
WKSWA
1905
White Knight Strategic Wealth Advisors
New Jersey
$265K -$7.1K -35 -3%
TGAM
1906
TBH Global Asset Management
Tennessee
$264K +$14.6K +72 +6%
IA
1907
Insight Advisors
Pennsylvania
$264K -$59K -291 -18%
P8IP
1908
Pier 88 Investment Partners
California
$264K -$734K -3,620 -74%
KWM
1909
Kolinsky Wealth Management
New Jersey
$264K -$5.48K -27 -2%
SMA
1910
Seven Mile Advisory
New Jersey
$263K +$7.1K +35 +3%
TCM
1911
Traynor Capital Management
Pennsylvania
$263K +$21.3K +105 +9%
RI
1912
Ridgewood Investments
New Jersey
$263K
IP
1913
Ignite Planners
California
$263K +$4.65K +23 +2%
WMA
1914
West Michigan Advisors
Michigan
$262K +$2.64K +13 +1%
HIC
1915
Holderness Investments Company
North Carolina
$262K +$35.5K +175 +16%
AA
1916
Ancora Advisors
Ohio
$261K +$47.2K +233 +22%
VLC
1917
Van Leeuwen & Company
New Jersey
$260K +$260K +1,282 New
TI
1918
Truepoint Inc
Ohio
$258K +$258K +1,274 New
WIS
1919
Wright Investors Service
Connecticut
$258K -$633K -3,120 -71%
GCP
1920
GSA Capital Partners
United Kingdom
$257K +$257K +1,269 New
SCM
1921
Sitrin Capital Management
California
$257K
SFG
1922
Sovereign Financial Group
Connecticut
$257K -$53.9K -266 -17%
BMC
1923
Beaton Management Company
Massachusetts
$256K +$2.43K +12 +1%
FFA
1924
Fortune Financial Advisors
Kansas
$256K
JWM
1925
Janiczek Wealth Management
Colorado
$256K +$3.65K +18 +1%