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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 %
MWM
2376
Mascoma Wealth Management
New Hampshire
$123K
CYG
2377
Clean Yield Group
Vermont
$121K
EPW
2378
Evergreen Private Wealth
Colorado
$121K +$121K +459 New
BIA
2379
Bell Investment Advisors
California
$118K -$526 -2 -0.4%
AWM
2380
Activest Wealth Management
Florida
$118K
AIC
2381
Archer Investment Corporation
Indiana
$117K +$19.2K +73 +20%
AAP
2382
Arax Advisory Partners
Colorado
$115K -$4.21K -16 -4%
EBA
2383
Eagle Bay Advisors
New York
$114K -$6.05K -23 -5%
CI
2384
Cordant Inc
Oregon
$111K +$111K +422 New
GKIM
2385
GW&K Investment Management
Massachusetts
$110K +$6.83K +26 +7%
VIA
2386
Virtus Investment Advisers
Connecticut
$109K
FCG
2387
Financial Connections Group
California
$109K
CWC
2388
Carolinas Wealth Consulting
North Carolina
$107K +$2.11K +8 +2%
WAM
2389
WFA Asset Management
Wisconsin
$105K
ACA
2390
Atlas Capital Advisors
Wyoming
$104K
SIS
2391
Strategic Investment Solutions
Illinois
$103K -$1.19M -4,521 -92%
CPG
2392
Cornerstone Planning Group
New Jersey
$100K -$6.32K -24 -6%
HGERS
2393
Householder Group Estate & Retirement Specialist
Arizona
$99K -$46.7K -178 -32%
CSWM
2394
Cassady Schiller Wealth Management
Ohio
$96K
ACA
2395
American Capital Advisory
Idaho
$94.7K +$94.7K +360 New
RA
2396
Rise Advisors
New York
$94.7K
CHC
2397
City Holding Co
West Virginia
$94.7K
JWA
2398
JFS Wealth Advisors
Pennsylvania
$92.9K +$9.47K +36 +11%
ECM
2399
Estabrook Capital Management
New York
$87.1K
RFG
2400
RFP Financial Group
Georgia
$85.8K -$27.4K -104 -24%