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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 %
AO
2026
Advisor OS
Illinois
$355K +$86.3K +328 +32%
SFO
2027
Stokes Family Office
Louisiana
$353K -$200K -761 -36%
ECM
2028
Elgethun Capital Management
South Dakota
$352K
MSA
2029
McAlister Sweet & Associates
Texas
$352K +$352K +1,337 New
ST
2030
Sabal Trust
Florida
$351K +$351K +1,335 New
CCM
2031
Consolidated Capital Management
California
$351K -$263 -1 -0.1%
KIG
2032
Kennedy Investment Group
New Jersey
$350K -$18.4K -70 -5%
BW
2033
BIP Wealth
Georgia
$349K -$29.7K -113 -8%
PAG
2034
Powers Advisory Group
Illinois
$349K -$5.26K -20 -1%
WBCM
2035
Wilson & Boucher Capital Management
California
$349K
WDG
2036
Wealth Dimensions Group
Ohio
$349K -$54.2K -206 -13%
FNBSF
2037
First National Bank Sioux Falls
South Dakota
$348K
AWM
2038
AllSquare Wealth Management
New York
$348K +$27.6K +105 +9%
WDL
2039
Well Done LLC
Michigan
$348K -$10.5K -40 -3%
LFA
2040
Landmark Financial Advisors
Kentucky
$347K +$31.3K +119 +10%
NSIM
2041
North Star Investment Management
Illinois
$347K +$34.2K +130 +11%
HIC
2042
Holderness Investments Company
North Carolina
$347K +$6.58K +25 +2%
BFA
2043
Beacon Financial Advisory
Ohio
$344K -$64.5K -245 -16%
DFG
2044
Delta Financial Group
New Jersey
$343K +$52.6K +200 +18%
BIA
2045
Benchmark Investment Advisors
Illinois
$343K +$343K +1,303 New
C
2046
CEDRUS
Colorado
$342K +$342K +1,301 New
P
2047
&Partners
Tennessee
$342K +$74.9K +288 +28%
WC
2048
Waterloo Capital
Texas
$342K +$342K +1,299 New
MCM
2049
Mengis Capital Management
Oregon
$342K -$2.37K -9 -0.7%
OWM
2050
Opes Wealth Management
California
$341K +$9.74K +37 +3%