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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 %
B
2076
Bellecapital
Switzerland
$322K -$3.42K -13 -1%
GMA
2077
Glassy Mountain Advisors
Maryland
$322K
DCM
2078
DGS Capital Management
New Jersey
$322K -$2.63K -10 -0.8%
WKSWA
2079
White Knight Strategic Wealth Advisors
New Jersey
$321K -$22.4K -85 -7%
FPGK
2080
Financial Partners Group (Kansas)
Kansas
$320K +$11.3K +43 +4%
BFC
2081
Bedel Financial Consulting
Indiana
$319K -$1.58K -6 -0.5%
RFA
2082
Resurgent Financial Advisors
Georgia
$319K +$182K +693 +133%
OWA
2083
Outlook Wealth Advisors
Texas
$319K -$69.5K -264 -18%
GFA
2084
Gallagher Fiduciary Advisors
Illinois
$319K +$319K +1,212 New
CCFM
2085
Clear Creek Financial Management
Washington
$318K +$26.1K +99 +9%
OAM
2086
Oxford Asset Management
United Kingdom
$318K +$318K +1,207 New
JF
2087
JSF Financial
California
$317K +$1.58K +6 +0.5%
TCM
2088
Traynor Capital Management
Pennsylvania
$316K -$26.1K -99 -8%
YWM
2089
Yoder Wealth Management
California
$316K -$9.74K -37 -3%
CPA
2090
Capital Planning Advisors
California
$315K -$1.05K -4 -0.3%
PCM
2091
Princeton Capital Management
New Jersey
$315K
FNFDCM
2092
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$315K +$43.4K +165 +16%
JWM
2093
Janiczek Wealth Management
Colorado
$315K -$16.8K -64 -5%
SG
2094
Somerset Group
Minnesota
$315K
FOA
2095
Five Oceans Advisors
California
$314K +$263 +1 +0.1%
WP
2096
Westmount Partners
California
$314K +$25.5K +97 +9%
GCA
2097
Gradient Capital Advisors
California
$313K -$526 -2 -0.2%
WP
2098
WMS Partners
Maryland
$312K -$5.53K -21 -2%
CSB
2099
City State Bank
Iowa
$311K
ETCM
2100
Evolutionary Tree Capital Management
Virginia
$311K