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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 %
MTC
2001
McDaniel Terry & Co
Texas
$222K -$8.53K -42 -4%
FCM
2002
Fourpath Capital Management
Oklahoma
$222K -$10.1K -50 -4%
EP
2003
EPIQ Partners
Minnesota
$221K
PGWM
2004
Parisi Gray Wealth Management
New Jersey
$221K +$221K +1,088 New
SAM
2005
Silvercrest Asset Management
New York
$220K -$58.8K -290 -21%
NRI
2006
NFP Retirement Inc
California
$219K
GLA
2007
Good Life Advisors
Pennsylvania
$217K +$20.7K +102 +11%
HG
2008
Harbor Group
New Hampshire
$217K +$217K +1,071 New
MPCL
2009
My Personal CFO LLC
Washington
$217K +$217K +1,070 New
WA
2010
Wealth Architects
California
$217K +$13.8K +68 +7%
OFG
2011
Oxford Financial Group
Indiana
$216K -$109K -539 -34%
OWA
2012
Opal Wealth Advisors
New York
$216K -$13K -64 -6%
CA
2013
Cornerstone Advisory
Maryland
$216K +$17K +84 +9%
PP
2014
Pegasus Partners
Wisconsin
$216K +$18.9K +93 +10%
NIM
2015
Northeast Investment Management
Massachusetts
$216K
TBWA
2016
Three Bridge Wealth Advisors
California
$214K
VC
2017
Veracity Capital
Georgia
$214K +$214K +1,056 New
BEI
2018
Benjamin Edwards Inc
Missouri
$214K -$41.6K -205 -16%
MWM
2019
Mattern Wealth Management
Kansas
$214K +$4.06K +20 +2%
ZIC
2020
ZWJ Investment Counsel
Georgia
$214K +$214K +1,055 New
TCBWMS
2021
Texas Capital Bank Wealth Management Services
Texas
$214K -$46.8K -231 -18%
GAM
2022
Gemmer Asset Management
California
$213K -$39.9K -197 -16%
DL
2023
DOHJ LLC
Washington
$210K -$13.4K -66 -6%
GCS
2024
Gordian Capital (Singapore)
Singapore
$209K
FNFDCM
2025
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$209K +$14.2K +70 +7%