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Salesforce

2,576 hedge funds and large institutions have $210B invested in Salesforce in 2023 Q4 according to their latest regulatory filings, with 435 funds opening new positions, 981 increasing their positions, 904 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,576
Holders Change
+304
Holders Change %
+13.38%
% of All Funds
37.76%
Holding in Top 10
143
Holding in Top 10 Change
+52
Holding in Top 10 Change %
+57.14%
% of All Funds
2.1%
New
435
Increased
981
Reduced
904
Closed
97
Calls
$5.06B
Puts
$6.9B
Net Calls
-$1.84B
Net Calls Change
-$215M
Name Holding Trade Value Shares
Change
Shares
Change %
1WM
2201
1900 Wealth Management
Texas
$255K +$255K +969 New
AHL
2202
Abel Hall LLC
Louisiana
$254K +$254K +966 New
SWG
2203
Summit Wealth Group
Vermont
$254K +$254K +965 New
WFC
2204
Western Financial Corp
California
$254K +$254K +964 New
PFG
2205
Prosperity Financial Group
California
$254K +$254K +964 New
MP
2206
McDonald Partners
Ohio
$252K +$252K +959 New
DA
2207
DCM Advisors
New York
$252K -$38.4K -146 -13%
HCP
2208
Hexagon Capital Partners
Arkansas
$252K +$12.4K +47 +5%
CG
2209
Clifford Group
Massachusetts
$252K +$252K +957 New
LAS
2210
Lloyd Advisory Services
Georgia
$252K -$3.32M -12,618 -93%
OC
2211
Oarsman Capital
Wisconsin
$251K +$251K +955 New
PAG
2212
Private Advisory Group
Washington
$251K -$218K -828 -46%
IFPG
2213
Intrepid Financial Planning Group
Indiana
$249K +$249K +948 New
FHWM
2214
Fox Hill Wealth Management
Massachusetts
$249K +$249K +947 New
SIMG
2215
Stephens Investment Management Group
Texas
$248K
AGWCA
2216
Annis Gardner Whiting Capital Advisors
Florida
$248K +$24.2K +92 +11%
TA
2217
Townsend & Associates
Colorado
$248K +$248K +894 New
MFA
2218
Morling Financial Advisors
California
$247K +$247K +939 New
MAM
2219
MMA Asset Management
Pennsylvania
$246K +$246K +935 New
OCM
2220
Objective Capital Management
Ohio
$246K +$246K +935 New
HC
2221
Hamilton Capital
Ohio
$246K -$62.4K -237 -20%
MTC
2222
McDaniel Terry & Co
Texas
$245K -$42.9K -163 -15%
JWM
2223
JGP Wealth Management
Oregon
$245K +$245K +931 New
MW
2224
MBL Wealth
North Carolina
$244K +$244K +928 New
MIA
2225
MainStreet Investment Advisors
Illinois
$244K +$244K +927 New