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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 %
NECFA
2226
New England Capital Financial Advisors
Connecticut
$9.13K
CMP
2227
Coston McIsaac & Partners
Maine
$9K -$1.72K -9 -16%
MBFW
2228
Morton Brown Family Wealth
Pennsylvania
$8.52K
BOC
2229
Bull Oak Capital
California
$7.5K +$7.5K +37 New
HH
2230
HWG Holdings
Texas
$7.3K
RL
2231
Rogco LP
Oklahoma
$7.1K +$7.1K +35 New
FCT
2232
First Community Trust
Iowa
$6.69K
BCM
2233
Bourgeon Capital Management
Connecticut
$6.08K
AWA
2234
Authentikos Wealth Advisory
California
$6.08K +$6.08K +30 New
RWM
2235
Ruedi Wealth Management
Illinois
$6.08K +$6.08K +30 New
PP
2236
Pacifica Partners
Canada
$6.06K
VF
2237
VitalStone Financial
Texas
$6K -$9.2K -46 -61%
BWS
2238
Buck Wealth Strategies
Colorado
$5.88K
YAL
2239
Your Advocates Ltd
Texas
$5.88K +$1.01K +5 +21%
ECM
2240
Everence Capital Management
Indiana
$5.74K +$320 +1,580 +6%
RIM
2241
Ranger Investment Management
Texas
$5.68K
DCM
2242
Davidson Capital Management
Texas
$5.27K
CWA
2243
Carolina Wealth Advisors
South Carolina
$5.27K
PWA
2244
Provenance Wealth Advisors
Florida
$5.27K +$5.27K +26 New
GGI
2245
Godsey & Gibb Inc
Virginia
$5.07K
BG
2246
Bollard Group
Massachusetts
$5K -$17K -85 -77%
RBC
2247
Roble Belko & Company
Pennsylvania
$5K
TFA
2248
Toth Financial Advisory
Virginia
$4.66K -$4.87K -24 -51%
JGIA
2249
Jackson Grant Investment Advisers
Connecticut
$4.46K
PGAM
2250
Princeton Global Asset Management
New Jersey
$4.26K