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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 %
IPW
2126
Impact Partnership Wealth
Georgia
$64.9K +$45K +222 +227%
FWA
2127
FSC Wealth Advisors
New York
$64.5K
JWA
2128
JFS Wealth Advisors
Pennsylvania
$64.3K +$1.83K +9 +3%
CB
2129
Community Bank
New York
$63.7K
MLA
2130
MB, Levis & Associates
Pennsylvania
$63.1K
OAJ
2131
Ogorek Anthony Joseph
New York
$63K -$2.21K -11 -3%
PHAM
2132
Portland Hill Asset Management
United Kingdom
$63K
BONH
2133
Bank of New Hampshire
New Hampshire
$62.9K
MS
2134
Mizuho Securities
Japan
$60.8K -$580K -2,860 -91%
ACM
2135
Antonetti Capital Management
Florida
$60.8K
NCM
2136
Northwest Capital Management
Oregon
$60.8K
GFPC
2137
Global Financial Private Client
Florida
$60.5K +$815 +4 +1%
LCM
2138
Logan Capital Management
Pennsylvania
$60.4K
DAM
2139
Delta Asset Management
Tennessee
$59.2K
TWP
2140
TFO Wealth Partners
Ohio
$56.8K +$1.69K +8 +3%
BBPWM
2141
Blue Bell Private Wealth Management
Pennsylvania
$56.6K +$31K +153 +121%
WBC
2142
West Branch Capital
Massachusetts
$54.3K +$608 +3 +1%
AP
2143
Atwood & Palmer
Missouri
$54.1K
IFAM
2144
Institutional & Family Asset Management
Colorado
$53.1K -$2.43K -12 -4%
TVWM
2145
Tower View Wealth Management
Wisconsin
$53K
HFM
2146
Hartford Financial Management
Connecticut
$52.5K
FIM
2147
FWL Investment Management
Texas
$50.7K +$50.7K +250 New
GA
2148
GoalVest Advisory
New York
$49.9K +$5.48K +27 +12%
ICM
2149
Intrepid Capital Management
Florida
$47.9K
FPFS
2150
First Personal Financial Services
North Carolina
$47.2K -$16.4K -81 -26%