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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 %
WWP
2151
WR Wealth Planners
Missouri
$46.2K -$26.8K -132 -37%
JAM
2152
JCIC Asset Management
Ontario, Canada
$45.4K
CFS
2153
CGC Financial Services
Oregon
$45.2K
GIA
2154
GHP Investment Advisors
Colorado
$44K
TAM
2155
Tucker Asset Management
Colorado
$43.8K -$2.03K -10 -4%
TIM
2156
Tortoise Investment Management
New York
$42.4K +$2.84K +14 +7%
PCFFS
2157
Pacific Center for Financial Services
California
$41.4K
EA
2158
Emerald Advisers
Pennsylvania
$40.6K +$40.6K +200 New
MHR
2159
Matthew Hamilton Rosenberg
$39.3K
SIC
2160
SJS Investment Consulting
Ohio
$38.7K
HMS
2161
Hanseatic Management Services
New Mexico
$38.5K +$608 +3 +2%
PBK
2162
Peoples Bank (Kansas)
Kansas
$38.5K +$38.5K +190 New
ME
2163
McIlrath & Eck
Washington
$38.1K -$12.8K -63 -25%
CSC
2164
Caldwell Sutter Capital
California
$37.1K -$2.43K -12 -6%
AAG
2165
Armstrong Advisory Group
Massachusetts
$36.9K -$11K -54 -23%
MIM
2166
Macroview Investment Management
Maryland
$36.3K +$3.25K +16 +10%
PCTC
2167
Perkins Coie Trust Company
Washington
$36.1K +$2.84K +14 +9%
RG
2168
Retirement Group
California
$34.9K -$16K -79 -31%
TCM
2169
Tradewinds Capital Management
Washington
$34.3K
MG
2170
MilWealth Group
Wisconsin
$33.5K
EL
2171
EMFO LLC
Florida
$33.1K -$203K -1,000 -86%
OLVIG
2172
Oliver Lagore Vanvalin Investment Group
Michigan
$32.2K -$4.86K -24 -13%
SGC
2173
Slocum, Gordon & Co
Rhode Island
$30.4K
HI
2174
Hoey Investments
Pennsylvania
$30.4K
SIA
2175
SkyView Investment Advisors
New Jersey
$30K -$351K -1,732 -92%