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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 %
FFA
1926
Fi3 Financial Advisors
Indiana
$428K -$40K -152 -9%
BHCM
1927
Brevan Howard Capital Management
Jersey
$427K +$427K +1,621 New
FSA
1928
Fort Sheridan Advisors
Illinois
$426K +$79.2K +301 +23%
GF
1929
Gries Financial
Ohio
$425K +$425K +1,615 New
JWM
1930
Jeppson Wealth Management
California
$425K -$15.5K -59 -4%
AWAP
1931
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$424K -$1.84K -7 -0.4%
SGAM
1932
Smith Group Asset Management
Texas
$423K +$423K +1,608 New
GF
1933
Gabelli Funds
New York
$422K -$314K -1,195 -43%
ACP
1934
Aveo Capital Partners
Colorado
$422K +$131K +496 +45%
GLA
1935
Good Life Advisors
Pennsylvania
$421K +$139K +530 +49%
VAG
1936
VisionPoint Advisory Group
Texas
$421K -$29.2K -111 -6%
FA
1937
Fountainhead AM
New Jersey
$419K +$419K +1,592 New
SOS
1938
Silver Oak Securities
Tennessee
$419K +$244K +929 +140%
PA
1939
Prossimo Advisors
California
$417K +$417K +1,585 New
NHC
1940
Nicholas Hoffman & Company
Georgia
$417K
CC
1941
Callan Capital
California
$416K +$55K +209 +15%
AA
1942
Addison Advisors
Vermont
$415K +$10.8K +41 +3%
AC
1943
Avory & Company
Florida
$414K -$106K -402 -20%
WAM
1944
WNY Asset Management
New York
$414K +$3.95K +15 +1%
SFPG
1945
Stonebridge Financial Planning Group
Florida
$413K -$19.7K -75 -5%
SPWM
1946
Spartan Planning & Wealth Management
North Carolina
$412K +$164K +625 +66%
KLCM
1947
KG&L Capital Management
Louisiana
$412K -$511K -1,941 -55%
SCG
1948
Sonata Capital Group
Washington
$412K +$26.3K +100 +7%
WCM
1949
Windsor Capital Management
Arizona
$411K +$23.2K +88 +6%
FWM
1950
FFT Wealth Management
Pennsylvania
$411K +$12.9K +49 +3%