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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 %
OA
2076
Operose Advisors
Wisconsin
$19.2K
Simplex Trading
2077
Simplex Trading
Illinois
$19K -$22K -116 -54%
LF
2078
Lee Financial
Texas
$19K +$2.2K +11 +13%
BAM
2079
Bellevue Asset Management
Washington
$18K -$11K -55 -38%
GFL
2080
Granite FO LLC
New Hampshire
$17.7K
SFCL
2081
Strengthening Families & Communities LLC
Massachusetts
$17.6K +$1.43K +183 +9%
HWA
2082
HHM Wealth Advisors
Tennessee
$17.4K -$7.79K -39 -31%
MA
2083
MCF Advisors
Kentucky
$17K +$200 +1 +1%
WAM
2084
Worth Asset Management
Texas
$16.8K +$16.8K +84 New
JMF
2085
Johnson Midwest Financial
Iowa
$16K
SWM
2086
Sugarloaf Wealth Management
Georgia
$15.2K -$32.6K -163 -68%
DMKJ
2087
David M. Knott Jr
$15K
PFG
2088
Piershale Financial Group
Illinois
$15K
FP
2089
Financial Perspectives
Minnesota
$15K
CAM
2090
Costello Asset Management
Pennsylvania
$13.8K
SC
2091
Schubert & Co
Texas
$13.4K +$6.19K +31 +86%
SC
2092
Steph & Co
Wisconsin
$13.2K -$4.4K -22 -25%
DAC
2093
Dividend Assets Capital
South Carolina
$13K
KFP
2094
KB Financial Partners
New Jersey
$13K +$13K +67 New
GFWA
2095
Grey Fox Wealth Advisors
Delaware
$12.2K +$3.2K +16 +36%
TC
2096
Trust Company
Kansas
$12K
AFS
2097
Annapolis Financial Services
Maryland
$11.8K
CWA
2098
Clearview Wealth Advisors
Oregon
$11.8K +$400 +2 +4%
BWS
2099
Buck Wealth Strategies
Colorado
$11.8K +$11.8K +59 New
CMP
2100
Coston McIsaac & Partners
Maine
$11K