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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 %
CA
2251
Centerpoint Advisors
Massachusetts
$4K
CHA
2252
Carmichael Hill & Associates
Maryland
$3.85K
FAM
2253
Flaharty Asset Management
Florida
$3.85K +$3.85K +19 New
LWA
2254
Lowe Wealth Advisors
Maryland
$3.65K
AA
2255
AlphaMark Advisors
Kentucky
$3K +$3K +14 New
BFP
2256
Briaud Financial Planning
Texas
$3K +$3K +15 New
RDFA
2257
Ritter Daniher Financial Advisory
Ohio
$2.64K
WOSD
2258
WFA of San Diego
California
$2.43K
Legacy Financial Group (Iowa)
2259
Legacy Financial Group (Iowa)
Iowa
$2.03K +$2.03K +10 New
FSWA
2260
Financial Synergies Wealth Advisors
Texas
$1.83K
NSG
2261
Nalls Sherbakoff Group
Tennessee
$1.83K
TLCM
2262
Twin Lakes Capital Management
California
$1.62K
TWD
2263
True Wealth Design
Ohio
$1.42K
UFF
2264
USA Financial Formulas
Michigan
$1.42K
PS
2265
PayPay Securities
Japan
$1.38K +$552 +12 +67%
DWA
2266
Delos Wealth Advisors
Texas
$1.33K
SWM
2267
Sanctuary Wealth Management
Idaho
$1.22K
TFA
2268
Transamerica Financial Advisors
Florida
$1K
UIA
2269
Ulland Investment Advisors
Minnesota
$1K
SC
2270
Stephens Consulting
Michigan
$812
IA
2271
IFS Advisors
Kansas
$608
MCA
2272
Maryland Capital Advisors
Maryland
$406
BHWM
2273
Beaird Harris Wealth Management
Texas
$203
KHC
2274
Koesten Hirschmann & Crabtree
Kansas
$203
EWP
2275
Elevation Wealth Partners
California
$11 -$11