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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 %
FCA
2101
Fortis Capital Advisors
Kansas
$11K -$99.9K -500 -90%
MBFW
2102
Morton Brown Family Wealth
Pennsylvania
$11K +$5K +25 +83%
PCC
2103
Park Circle Company
Maryland
$10.8K
KFS
2104
Kelly Financial Services
Massachusetts
$9.99K -$5.79K -29 -37%
SL
2105
Savior LLC
Massachusetts
$9.99K
MFC
2106
Mechanics Financial Corp
Ohio
$9.99K
RCM
2107
Raleigh Capital Management
North Carolina
$9.19K +$7.79K +39 +557%
PP
2108
PrairieView Partners
Minnesota
$9K
NECFA
2109
New England Capital Financial Advisors
Connecticut
$8.99K
FNBOSM
2110
First National Bank of South Miami
Florida
$8.79K
DI
2111
Disciplined Investments
Oklahoma
$8.79K +$3.4K +17 +63%
SIC
2112
SJS Investment Consulting
Ohio
$8.39K +$1.2K +6 +17%
ST
2113
Sageworth Trust
Pennsylvania
$7.99K +$3.2K +16 +67%
SHIM
2114
Stone House Investment Management
Pennsylvania
$7.99K +$7.99K +40 New
TF
2115
TimeScale Financial
Massachusetts
$7.79K -$44.9K -225 -85%
FCT
2116
First Community Trust
Iowa
$6.59K
TWD
2117
True Wealth Design
Ohio
$6.39K
BCM
2118
Bourgeon Capital Management
Connecticut
$5.99K
PP
2119
Pacifica Partners
Canada
$5.75K
RIM
2120
Ranger Investment Management
Texas
$5.59K
SSC
2121
Syverson Strege & Co
Iowa
$5.59K
ECM
2122
Everence Capital Management
Indiana
$5.33K
DCM
2123
Davidson Capital Management
Texas
$5.2K +$1.2K +6 +30%
CWA
2124
Carolina Wealth Advisors
South Carolina
$5.19K
GCM
2125
Gables Capital Management
Florida
$5.19K +$5.19K +26 New