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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 %
TSWM
2351
Tyler-Stone Wealth Management
Ohio
$172K
SWS
2352
SYSTM Wealth Solutions
Illinois
$170K -$99.5K -378 -37%
BWP
2353
Baldwin Wealth Partners
Massachusetts
$164K +$25.8K +98 +19%
RS
2354
Rakuten Securities
Japan
$164K +$164K +624 New
BCMLT
2355
Beacon Capital Management LLC (Tennessee)
Tennessee
$161K -$11.4K -56 -7%
RG
2356
Richelieu Gestion
France
$158K -$3.13M -11,875 -95%
FFA
2357
First Foundation Advisors
California
$158K -$602K -2,288 -79%
GC
2358
Globeflex Capital
California
$158K
BDS
2359
Banco de Sabadell
Florida
$154K -$241K -909 -61%
OPTFSNA
2360
Old Point Trust & Financial Services N A
Virginia
$152K +$152K +578 New
TF
2361
Tompkins Financial
New York
$150K
SIS
2362
Sound Income Strategies
Florida
$148K +$34.7K +132 +31%
DCBT
2363
Dakota Community Bank & Trust
North Dakota
$147K +$8.16K +31 +6%
POIA
2364
Pin Oak Investment Advisors
Texas
$146K +$10.6K +40 +8%
AWM
2365
Abound Wealth Management
Tennessee
$146K +$2.11K +8 +1%
WSC
2366
Wellington Shields & Co
New York
$144K -$36.6K -139 -20%
HWP
2367
Highline Wealth Partners
California
$143K +$7.11K +27 +5%
EC
2368
EdgeRock Capital
Colorado
$143K +$143K +500 New
LJHT
2369
Laurie J. Hall Trustee
$142K +$6.57K +25 +5%
FCAS
2370
First Command Advisory Services
Texas
$133K -$11.8K -45 -8%
OIA
2371
Optimum Investment Advisors
Illinois
$133K -$7.89K -30 -6%
KIG
2372
Kessler Investment Group
Indiana
$132K -$14.2K -54 -10%
DMBA
2373
Deseret Mutual Benefit Administrators
Utah
$131K -$34.2K -130 -21%
HDIM
2374
Hanson & Doremus Investment Management
Vermont
$130K
AP
2375
Atwood & Palmer
Missouri
$126K +$56K +213 +80%