CRM icon

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 %
CTWM
2426
Cherry Tree Wealth Management
Minnesota
$66K +$38.4K +146 +139%
FIM
2427
FWL Investment Management
Texas
$65.8K
IFAM
2428
Institutional & Family Asset Management
Colorado
$65.3K -$3.68K -14 -5%
PA
2429
Pineridge Advisors
Missouri
$62.6K +$62.6K +238 New
OA
2430
Operose Advisors
Wisconsin
$60.8K -$65.8K -250 -52%
FPFS
2431
First Personal Financial Services
North Carolina
$60.5K -$789 -3 -1%
JAM
2432
JCIC Asset Management
Ontario, Canada
$58.9K
CFS
2433
CGC Financial Services
Oregon
$58.7K
SGC
2434
Slocum, Gordon & Co
Rhode Island
$57.4K +$17.9K +68 +45%
SIC
2435
SJS Investment Consulting
Ohio
$57.1K +$6.84K +26 +14%
S
2436
Sachetta
Massachusetts
$55K +$55K +209 New
EWP
2437
Elevation Wealth Partners
California
$54.8K +$54.8K +270 New
FMTCOCP
2438
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$54K +$20.6K +79 +62%
EA
2439
Emerald Advisers
Pennsylvania
$52.6K
TIM
2440
Tortoise Investment Management
New York
$51.3K -$3.68K -14 -7%
MHR
2441
Matthew Hamilton Rosenberg
$51K
HMS
2442
Hanseatic Management Services
New Mexico
$50.8K +$789 +3 +2%
CSC
2443
Caldwell Sutter Capital
California
$50.8K +$2.63K +10 +5%
QL
2444
Quarry LP
New York
$50.8K +$25.5K +97 +101%
KI
2445
Kapitalo Investimentos
Brazil
$50.8K +$50.8K +193 New
PBK
2446
Peoples Bank (Kansas)
Kansas
$50K
ME
2447
McIlrath & Eck
Washington
$49.5K
PCFFS
2448
Pacific Center for Financial Services
California
$48.4K -$5.26K -20 -10%
TAM
2449
Tucker Asset Management
Colorado
$47.9K -$8.95K -34 -16%
TCM
2450
Tradewinds Capital Management
Washington
$45.8K +$1.32K +5 +3%