CRM icon

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 %
BC
1901
Bridgefront Capital
Texas
$452K -$935K -3,553 -67%
VCP
1902
Verus Capital Partners
Arizona
$452K +$452K +1,718 New
AF
1903
Apexium Financial
Texas
$452K +$16.3K +62 +4%
TGAM
1904
TBH Global Asset Management
Tennessee
$451K +$108K +411 +32%
JSL
1905
JT Stratford LLC
Georgia
$449K +$58.9K +224 +15%
GWANC
1906
Guardian Wealth Advisors (North Carolina)
North Carolina
$448K -$30.8K -117 -6%
AIM
1907
Aigen Investment Management
New York
$448K +$448K +1,701 New
GA
1908
Geller Advisors
New York
$444K +$17.9K +68 +4%
PPP
1909
Private Portfolio Partners
New Jersey
$443K
WPC
1910
White Pine Capital
Minnesota
$442K +$58.4K +222 +15%
OFS
1911
Orrstown Financial Services
Pennsylvania
$439K +$439K +1,670 New
LA
1912
LVW Advisors
New York
$439K +$83.4K +317 +23%
RFO
1913
RiverGlades Family Offices
Florida
$438K
AWM
1914
Aprio Wealth Management
Georgia
$438K +$131K +498 +43%
HP
1915
Hyperion Partners
Pennsylvania
$437K
GAM
1916
Gemmer Asset Management
California
$437K +$160K +609 +58%
KFGK
1917
Keystone Financial Group (Kentucky)
Kentucky
$436K -$61.8K -235 -12%
NJBEST
1918
New Jersey Better Educational Savings Trust
New Jersey
$436K
CPA
1919
Capital Performance Advisors
California
$435K +$17.1K +65 +4%
T
1920
TOBAM
France
$434K -$129K -492 -23%
ATC
1921
Adirondack Trust Company
New York
$434K -$11.4K -37 -3%
RCA
1922
Resonant Capital Advisors
Wisconsin
$432K +$18.7K +71 +5%
WIA
1923
Wetzel Investment Advisors
Indiana
$431K +$431K +1,637 New
SW
1924
SlateStone Wealth
Florida
$430K
FAFN
1925
First Affirmative Financial Network
Colorado
$429K +$97.9K +372 +30%