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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 %
PFA
2301
Pure Financial Advisors
California
$214K +$214K +813 New
FNWM
2302
Financial Network Wealth Management
Utah
$214K +$214K +816 New
ACA
2303
Affinity Capital Advisors
California
$214K +$214K +812 New
FMP
2304
Financial Management Professionals
Texas
$213K +$3.94K +15 +2%
CCG
2305
Catalina Capital Group
California
$213K +$213K +808 New
GWM
2306
Gray Wealth Management
Maine
$213K +$213K +808 New
HKIMG
2307
Hutchens & Kramer Investment Management Group
Indiana
$213K +$213K +808 New
JCM
2308
Jag Capital Management
Missouri
$212K -$5.9M -22,403 -97%
RMCM
2309
Reynders McVeigh Capital Management
Massachusetts
$212K +$212K +805 New
SFA
2310
Source Financial Advisors
New York
$212K +$212K +804 New
FRA
2311
Front Row Advisors
California
$211K -$26.8K -102 -11%
RWM
2312
RKL Wealth Management
Pennsylvania
$210K +$210K +798 New
HNWAG
2313
High Net Worth Advisory Group
Florida
$210K +$210K +797 New
HCM
2314
HMS Capital Management
Tennessee
$209K +$209K +794 New
EA
2315
Echo45 Advisors
California
$209K +$209K +794 New
TA
2316
TruWealth Advisors
Louisiana
$208K +$208K +792 New
3IP
2317
3Chopt Investment Partners
Virginia
$208K +$208K +791 New
MYIA
2318
Mount Yale Investment Advisors
Colorado
$208K -$1.43M -5,453 -87%
WCA
2319
Westover Capital Advisors
Delaware
$207K +$207K +788 New
CT
2320
Colonial Trust
South Carolina
$207K -$9.22K -35 -4%
HB
2321
Horizon Bancorp
Indiana
$207K -$48.5K -184 -19%
AFG
2322
ABLE Financial Group
Arizona
$207K +$207K +785 New
MCM
2323
Manchester Capital Management
Vermont
$206K +$33.9K +129 +20%
GCP
2324
Gill Capital Partners
Colorado
$204K +$204K +775 New
A
2325
AJOVista
Massachusetts
$204K +$204K +775 New