CRM icon

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 %
MSA
2351
McAlister Sweet & Associates
Texas
-$233K -1,101 Closed
TFP
2352
Tilia Fiduciary Partners
North Carolina
-$231K -1,092 Closed
SXL
2353
Summit X LLC
Missouri
-$229K -1,084 Closed
BG
2354
Benedetti & Gucer
Georgia
-$229K -1,083 Closed
MAG
2355
MRA Advisory Group
New Jersey
-$220K -1,042 Closed
1WM
2356
1900 Wealth Management
Texas
-$219K -1,037 Closed
ZCM
2357
Ziegler Capital Management
Illinois
-$218K -1,031 Closed
KW
2358
KWB Wealth
California
-$217K -1,026 Closed
SWA
2359
Sax Wealth Advisors
New Jersey
-$216K -1,022 Closed
KI
2360
Kapitalo Investimentos
Brazil
-$214K -1,013 Closed
JAG
2361
Journey Advisory Group
Kentucky
-$213K -1,009 Closed
AM
2362
Account Management
Massachusetts
-$212K -1,005 Closed
JCP
2363
Jennifer C. Price
-$211K -1,000 Closed
ACA
2364
Affinity Capital Advisors
California
-$211K -1,000 Closed
LWM
2365
Liberty Wealth Management
California
-$211K -998 Closed
PFC
2366
Phocas Financial Corp
California
-$210K -995 Closed
VP
2367
Verum Partners
North Carolina
-$210K -995 Closed
AT
2368
American Trust
Kentucky
-$207K -980 Closed
MP
2369
McDonald Partners
Ohio
-$207K -979 Closed
WFA
2370
Wellspring Financial Advisors
Ohio
-$206K -974 Closed
CWM
2371
C2C Wealth Management
Arizona
-$223K -973 Closed
OHWA
2372
Oak Hill Wealth Advisors
Virginia
-$205K -972 Closed
CWM
2373
Centric Wealth Management
Illinois
-$206K -969 Closed
SWG
2374
Summit Wealth Group
Vermont
-$204K -965 Closed
FWM
2375
Forza Wealth Management
Florida
-$202K -957 Closed