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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 %
BHWM
2401
Bay Harbor Wealth Management
Maryland
$85.3K +$263 +1 +0.3%
BCM
2402
Bourgeon Capital Management
Connecticut
$84.7K +$76.8K +292 +973%
CC
2403
Centiva Capital
New York
$84.2K -$2.45M -9,292 -97%
PWMG
2404
Prestige Wealth Management Group
New Jersey
$83.2K -$26.3K -100 -24%
CB
2405
Community Bank
New York
$82.6K
OAJ
2406
Ogorek Anthony Joseph
New York
$82K
MLA
2407
MB, Levis & Associates
Pennsylvania
$81.8K
BONH
2408
Bank of New Hampshire
New Hampshire
$81.6K
GA
2409
GoalVest Advisory
New York
$81.6K +$16.8K +64 +26%
PWMG
2410
Private Wealth Management Group
New Jersey
$80.3K +$80.3K +305 New
DCP
2411
DSM Capital Partners
Florida
$78.7K +$78.7K +299 New
LCM
2412
Logan Capital Management
Pennsylvania
$78.4K
GFPC
2413
Global Financial Private Client
Florida
$78.2K
DAM
2414
Delta Asset Management
Tennessee
$77.6K +$789 +3 +1%
PMFA
2415
Plante Moran Financial Advisors
Michigan
$77.1K +$39.2K +149 +103%
NCM
2416
Northwest Capital Management
Oregon
$74.5K -$4.47K -17 -6%
AAG
2417
Armstrong Advisory Group
Massachusetts
$73.9K +$26.1K +99 +54%
BBPWM
2418
Blue Bell Private Wealth Management
Pennsylvania
$73.4K
LOIP
2419
Live Oak Investment Partners
Texas
$71K -$66.9K
Capstone Investment Advisors
2420
Capstone Investment Advisors
New York
$70.5K -$14.1M -53,550 -100%
AWM
2421
Able Wealth Management
New Jersey
$69.7K +$69.7K +265 New
HFM
2422
Hartford Financial Management
Connecticut
$68.2K
T
2423
Tidemark
California
$68.2K +$68.2K +259 New
TVWM
2424
Tower View Wealth Management
Wisconsin
$68K
DF
2425
Dunhill Financial
United Kingdom
$66.8K +$66.8K +254 New