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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 %
OC
2176
Oakworth Capital
Alabama
$29.6K -$9.73K -48 -25%
PK
2177
Pflug Koory
Nebraska
$29.4K
PMFA
2178
Plante Moran Financial Advisors
Michigan
$29.2K -$30.8K -152 -51%
NIC
2179
Northwest Investment Counselors
Oregon
$28.6K
IWP
2180
IAG Wealth Partners
Wisconsin
$26.4K -$4.06K -20 -13%
FMTCOCP
2181
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$26K
USB
2182
Union Savings Bank
Connecticut
$24.3K
MA
2183
MCF Advisors
Kentucky
$24.1K +$4.66K +23 +24%
RDIA
2184
RE Dickinson Investment Advisors
Iowa
$24K +$22.4K +110 +1,375%
CAS
2185
Coppell Advisory Solutions
Texas
$23.9K -$5.57K -42 -19%
GCM
2186
Gables Capital Management
Florida
$23.5K -$101K -500 -81%
CMA
2187
Cedar Mountain Advisors
Oregon
$22.5K
BC
2188
Barrett & Company
Rhode Island
$22.3K
CTA
2189
Colonial Trust Advisors
South Carolina
$21.9K
CTWM
2190
Cherry Tree Wealth Management
Minnesota
$21.3K
MFG
2191
Mendota Financial Group
Wisconsin
$20.7K -$47.7K -235 -70%
BC
2192
Belmont Capital
California
$20.5K
FFA
2193
Fairfield Financial Advisors
Massachusetts
$20.3K
TC
2194
Tacita Capital
Ontario, Canada
$20.3K
DAC
2195
Dividend Assets Capital
South Carolina
$20K -$5K -25 -20%
QL
2196
Quarry LP
New York
$19.5K -$19.7K -97 -50%
SFG
2197
Steward Financial Group
Texas
$19K -$588 -3 -3%
Cohen & Steers
2198
Cohen & Steers
New York
$19K
RFA
2199
Register Financial Advisors
Georgia
$18.5K -$10.7K -53 -37%
GFL
2200
Granite FO LLC
New Hampshire
$18K