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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 %
AWM
2101
Activest Wealth Management
Florida
$90.8K -$78.5K -387 -46%
SIS
2102
Sound Income Strategies
Florida
$87.6K -$2.43K -12 -3%
RFG
2103
RFP Financial Group
Georgia
$87.2K
PWMG
2104
Prestige Wealth Management Group
New Jersey
$84.4K -$20.3K -100 -19%
VIA
2105
Virtus Investment Advisers
Connecticut
$84.4K -$9.73K -48 -10%
FCG
2106
Financial Connections Group
California
$84K
C
2107
Covestor
United Kingdom
$83K +$7.09K +35 +9%
BAM
2108
Byrne Asset Management
New Jersey
$82K
CPG
2109
Cornerstone Planning Group
New Jersey
$81.9K -$18K -89 -18%
WAM
2110
WFA Asset Management
Wisconsin
$81.1K
MTIM
2111
Marathon Trading Investment Management
Pennsylvania
$80.7K +$62.9K +310 +352%
CWC
2112
Carolinas Wealth Consulting
North Carolina
$80.3K -$10.2K -51 -11%
ACA
2113
Atlas Capital Advisors
Wyoming
$80.1K
PPWM
2114
PFG Private Wealth Management
Florida
$80.1K +$80.1K +395 New
GKIM
2115
GW&K Investment Management
Massachusetts
$80K +$13.6K +67 +21%
MFT
2116
Moisand Fitzgerald Tamayo
Florida
$77.9K +$44.6K +220 +134%
AIC
2117
Archer Investment Corporation
Indiana
$75.4K
GM
2118
GeoWealth Management
Illinois
$75K -$44.8K -220 -37%
CSWM
2119
Cassady Schiller Wealth Management
Ohio
$74K
RA
2120
Rise Advisors
New York
$73K +$40.8K +201 +126%
CHC
2121
City Holding Co
West Virginia
$73K
ECM
2122
Estabrook Capital Management
New York
$67.1K
LOIP
2123
Live Oak Investment Partners
Texas
$66.9K -$69.7K
BHWM
2124
Bay Harbor Wealth Management
Maryland
$65.5K +$1.83K +9 +3%
CCA
2125
Column Capital Advisors
Indiana
$64.9K -$1.42K -7 -2%