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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 %
BCM
2076
Blume Capital Management
California
$122K -$5.07K -25 -4%
GC
2077
Globeflex Capital
California
$122K
WOC
2078
West Oak Capital
California
$119K
TF
2079
Tompkins Financial
New York
$116K
HGERS
2080
Householder Group Estate & Retirement Specialist
Arizona
$113K +$113K +555 New
KIG
2081
Kessler Investment Group
Indiana
$113K
FCAS
2082
First Command Advisory Services
Texas
$112K +$112K +550 New
AWM
2083
Abound Wealth Management
Tennessee
$111K +$1.83K +9 +2%
EARNEST Partners
2084
EARNEST Partners
Georgia
$109K
OIA
2085
Optimum Investment Advisors
Illinois
$108K
DCBT
2086
Dakota Community Bank & Trust
North Dakota
$107K -$4.06K -20 -4%
BWP
2087
Baldwin Wealth Partners
Massachusetts
$107K
RFA
2088
Resurgent Financial Advisors
Georgia
$106K -$48.3K -238 -31%
HWP
2089
Highline Wealth Partners
California
$105K +$68.5K +338 +189%
LJHT
2090
Laurie J. Hall Trustee
$104K -$6.06K -30 -6%
POIA
2091
Pin Oak Investment Advisors
Texas
$104K +$8.11K +40 +8%
CBT
2092
CoreFirst Bank & Trust
Kansas
$101K
HDIM
2093
Hanson & Doremus Investment Management
Vermont
$100K +$6.06K +30 +6%
OA
2094
Operose Advisors
Wisconsin
$97.5K +$78.1K +385 +401%
CYG
2095
Clean Yield Group
Vermont
$95.4K
MWM
2096
Mascoma Wealth Management
New Hampshire
$94.7K
EBA
2097
Eagle Bay Advisors
New York
$92.3K +$2.03K +10 +2%
SFFS
2098
Stonehage Fleming Financial Services
Jersey
$92.3K
AAP
2099
Arax Advisory Partners
Colorado
$91.9K -$29K -143 -24%
BIA
2100
Bell Investment Advisors
California
$91.7K +$1.83K +9 +2%