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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 %
CSC
2051
Caldwell Sutter Capital
California
$38K +$38K +190 New
CAL
2052
Capital Advisors Ltd
Ohio
$37K -$99.5K -503 -73%
HWP
2053
Highline Wealth Partners
California
$35.8K
AAG
2054
Armstrong Advisory Group
Massachusetts
$35.4K +$5.39K +27 +18%
TAIM
2055
TD Ameritrade Investment Management
Nebraska
$34K -$402 -2 -1%
TCM
2056
Tradewinds Capital Management
Washington
$33.8K -$15K -75 -31%
MG
2057
MilWealth Group
Wisconsin
$33K
PCTC
2058
Perkins Coie Trust Company
Washington
$32.8K
PMFA
2059
Plante Moran Financial Advisors
Michigan
$32K -$14.8K -74 -32%
SGC
2060
Slocum, Gordon & Co
Rhode Island
$30K
NC
2061
NewSquare Capital
Pennsylvania
$29.8K +$17K +85 +133%
PK
2062
Pflug Koory
Nebraska
$29K
NIC
2063
Northwest Investment Counselors
Oregon
$27.8K
CWM
2064
CarsonAllaria Wealth Management
Illinois
$26K
IWP
2065
IAG Wealth Partners
Wisconsin
$24K +$20K +100 +500%
ONST
2066
Old North State Trust
North Carolina
$23K
SFG
2067
Steward Financial Group
Texas
$23K +$8.43K +44 +58%
PO
2068
Private Ocean
California
$22.8K -$2.6K -13 -10%
CMA
2069
Cedar Mountain Advisors
Oregon
$22.2K
BC
2070
Barrett & Company
Rhode Island
$22K
CTA
2071
Colonial Trust Advisors
South Carolina
$20.8K +$2.4K +12 +13%
BBPWM
2072
Blue Bell Private Wealth Management
Pennsylvania
$20.2K
TC
2073
Tacita Capital
Ontario, Canada
$20K
CWC
2074
Carolinas Wealth Consulting
North Carolina
$19.8K +$4.2K +21 +27%
FFA
2075
Fairfield Financial Advisors
Massachusetts
$19.7K -$17.7K -90 -47%