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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 %
JIC
2001
Joel Isaacson & Co
New York
$371K +$2.11K +8 +0.6%
CFD
2002
Creative Financial Designs
Indiana
$371K +$9.74K +37 +3%
H
2003
HoyleCohen
California
$371K
ZF
2004
Zhang Financial
Michigan
$370K +$370K +1,406 New
SFI
2005
SPC Financial Inc
Maryland
$370K +$263 +1 +0.1%
RWPA
2006
Richard W. Paul & Associates
Michigan
$368K -$9.74K -37 -3%
DWM
2007
Dorchester Wealth Management
Quebec, Canada
$368K
BCP
2008
Berkeley Capital Partners
Georgia
$368K +$2.9K +11 +0.8%
EFSCE
2009
Enterprise Financial Services Corp (EFSC)
Missouri
$368K +$22.9K +87 +7%
FMWA
2010
Forvis Mazars Wealth Advisors
Missouri
$367K -$91K -346 -20%
IA
2011
IFG Advisors
Missouri
$366K
WMA
2012
West Michigan Advisors
Michigan
$364K +$24.2K +92 +7%
GCS
2013
Gordian Capital (Singapore)
Singapore
$364K +$89.5K +340 +33%
BWP
2014
Balboa Wealth Partners
Arizona
$363K +$45.8K +174 +14%
VC
2015
Veery Capital
Delaware
$362K -$14.5K -55 -4%
SWP
2016
Semus Wealth Partners
Florida
$361K -$16.1K -61 -4%
MWM
2017
Mattern Wealth Management
Kansas
$361K +$82.9K +315 +30%
GWS
2018
Glassman Wealth Services
Virginia
$360K +$10.3K +39 +3%
FTIS
2019
First Trust Investment Solutions
Florida
$360K +$360K +1,369 New
SMA
2020
Seven Mile Advisory
New Jersey
$359K +$17.6K +67 +5%
FMII
2021
Farmers & Merchants Investments Inc
Nebraska
$359K -$8.16K -31 -2%
KA
2022
Klingman & Associates
New York
$358K -$5.26K -20 -1%
DI
2023
DAGCO Inc
Ohio
$357K +$357K +1,357 New
DWS
2024
Dynamic Wealth Strategies
California
$357K +$357K +1,357 New
APG
2025
Abacus Planning Group
South Carolina
$356K +$40.5K +154 +13%