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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 %
KFS
2201
Kelly Financial Services
Massachusetts
$18K +$8.52K +42 +89%
PO
2202
Private Ocean
California
$16.2K -$1.62K -8 -9%
DMKJ
2203
David M. Knott Jr
$16K
AWM
2204
Ameliora Wealth Management
Switzerland
$15.8K +$15.8K +78 New
SWM
2205
Sugarloaf Wealth Management
Georgia
$15.4K
FP
2206
Financial Perspectives
Minnesota
$15.2K
MSFP
2207
Mark Sheptoff Financial Planning
Connecticut
$15.2K
LF
2208
Lee Financial
Texas
$14.8K
BAM
2209
Bellevue Asset Management
Washington
$14.2K
CAM
2210
Costello Asset Management
Pennsylvania
$14K
SC
2211
Steph & Co
Wisconsin
$13.4K
HWA
2212
HHM Wealth Advisors
Tennessee
$13K
LFASL
2213
Lugano Financial Advisors SA (LFA)
Switzerland
$12.6K -$121K -598 -91%
JMF
2214
Johnson Midwest Financial
Iowa
$12.2K -$4.06K -20 -25%
TC
2215
Trust Company
Kansas
$12.2K
AFS
2216
Annapolis Financial Services
Maryland
$12K
PP
2217
PFS Partners
New Jersey
$11.8K
CB
2218
Centennial Bank
Arkansas
$11.8K +$8.72K +43 +287%
AW
2219
Avion Wealth
Texas
$11K +$2.42K +13 +28%
PCC
2220
Park Circle Company
Maryland
$11K
HWP
2221
Hibernia Wealth Partners
Louisiana
$10.7K +$10.7K +53 New
SL
2222
Savior LLC
Massachusetts
$10.1K
MFC
2223
Mechanics Financial Corp
Ohio
$10.1K
PP
2224
PrairieView Partners
Minnesota
$10K
AWM
2225
Atticus Wealth Management
Florida
$9.73K -$27.6K -136 -74%