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Salesforce

2,162 hedge funds and large institutions have $153B invested in Salesforce in 2023 Q1 according to their latest regulatory filings, with 343 funds opening new positions, 833 increasing their positions, 786 reducing their positions, and 150 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,162
Holders Change
+151
Holders Change %
+7.51%
% of All Funds
34.6%
Holding in Top 10
121
Holding in Top 10 Change
+62
Holding in Top 10 Change %
+105.08%
% of All Funds
1.94%
New
343
Increased
833
Reduced
786
Closed
150
Calls
$5.16B
Puts
$5.23B
Net Calls
-$69.1M
Net Calls Change
+$53.8M
Name Holding Trade Value Shares
Change
Shares
Change %
DMBA
1951
Deseret Mutual Benefit Administrators
Utah
$140K +$13.8K +69 +11%
UID
1952
Union Investments & Development
Israel
$140K
CHC
1953
City Holding Co
West Virginia
$139K -$30.2K -151 -18%
WSC
1954
Wellington Shields & Co
New York
$137K -$19K -95 -12%
Kayne Anderson Rudnick Investment Management
1955
Kayne Anderson Rudnick Investment Management
California
$137K +$1.6K +8 +1%
AP
1956
Arlington Partners
Alabama
$137K +$113K +564 +470%
BWP
1957
Baldwin Wealth Partners
Massachusetts
$137K +$3K +15 +2%
VCM
1958
Versant Capital Management
Arizona
$135K -$400 -2 -0.3%
LFASL
1959
Lugano Financial Advisors SA (LFA)
Switzerland
$132K -$75.5K -378 -36%
CBT
1960
CoreFirst Bank & Trust
Kansas
$131K -$59.9K -300 -31%
BCMLT
1961
Beacon Capital Management LLC (Tennessee)
Tennessee
$130K -$79.5K -398 -38%
HWM
1962
HighMark Wealth Management
Minnesota
$128K +$128K +639 New
OIA
1963
Optimum Investment Advisors
Illinois
$127K
MCM
1964
Manchester Capital Management
Vermont
$124K +$36.2K +181 +41%
VC
1965
Vestor Capital
Illinois
$120K -$4.98K -25 -4%
BCM
1966
Blume Capital Management
California
$120K -$20K -100 -14%
WOC
1967
West Oak Capital
California
$117K +$12K +60 +11%
OCM
1968
Osterweis Capital Management
California
$116K +$96.5K +483 +483%
TF
1969
Tompkins Financial
New York
$114K -$218K -1,090 -66%
AWM
1970
Abound Wealth Management
Tennessee
$114K +$11.6K +58 +11%
DIP
1971
DT Investment Partners
Pennsylvania
$113K
HDIM
1972
Hanson & Doremus Investment Management
Vermont
$111K -$5.79K -29 -5%
KIG
1973
Kessler Investment Group
Indiana
$111K
DCBT
1974
Dakota Community Bank & Trust
North Dakota
$109K +$76.3K +382 +232%
ACA
1975
Atlas Capital Advisors
Wyoming
$109K +$34.4K +172 +46%