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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 %
SPC
2326
Stewart & Patten Company
California
$203K +$203K +773 New
BSSFA
2327
Baron Silver Stevens Financial Advisors
Florida
$203K +$203K +772 New
WSWA
2328
Warren Street Wealth Advisors
California
$203K +$203K +771 New
JLBC
2329
J.L. Bainbridge & Co
Florida
$203K +$203K +771 New
AIA
2330
Alera Investment Advisors
Illinois
$203K +$203K +771 New
CWM
2331
Concentrum Wealth Management
California
$203K +$203K +771 New
MMM
2332
Mendel Money Management
Illinois
$203K +$203K +770 New
WJA
2333
Willis Johnson & Associates
Texas
$202K +$202K +769 New
TCWM
2334
Total Clarity Wealth Management
Illinois
$202K +$202K +766 New
EP
2335
Edgestream Partners
New Jersey
$201K -$2.95M -11,197 -94%
MWP
2336
Meridian Wealth Partners
Pennsylvania
$201K +$201K +762 New
RA
2337
Rational Advisors
New York
$200K -$322K -1,224 -62%
WOC
2338
West Oak Capital
California
$197K +$38K +140 +24%
W
2339
WealthCollab
Washington
$193K +$193K +734 New
WPA
2340
West Paces Advisors
Georgia
$193K +$2.11K +8 +1%
SN
2341
Sittner & Nelson
Oregon
$192K -$78.9K -300 -29%
CAL
2342
Capital Advisors Ltd
Ohio
$191K
DIP
2343
DT Investment Partners
Pennsylvania
$190K
AI
2344
Arvest Investments
Arkansas
$190K +$190K +721 New
VCM
2345
Versant Capital Management
Arizona
$189K +$7.89K +30 +4%
WBC
2346
West Branch Capital
Massachusetts
$188K +$117K +445 +166%
UID
2347
Union Investments & Development
Israel
$184K
BCM
2348
Blume Capital Management
California
$184K +$26.3K +100 +17%
RIM
2349
Rockbridge Investment Management
New York
$182K +$182K +692 New
FBC
2350
Fairfield, Bush & Co
Connecticut
$178K +$178K +676 New