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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 %
MIM
2451
Macroview Investment Management
Maryland
$44.2K -$2.9K -11 -6%
MA
2452
MCF Advisors
Kentucky
$43.7K +$12.4K +47 +39%
MG
2453
MilWealth Group
Wisconsin
$43.4K
PCTC
2454
Perkins Coie Trust Company
Washington
$43.2K -$3.68K -14 -8%
CJ
2455
Caitlin John
Michigan
$42.6K +$42.6K +162 New
FWM
2456
FSA Wealth Management
Massachusetts
$40K +$40K +153 New
HI
2457
Hoey Investments
Pennsylvania
$39.5K
ACM
2458
Accent Capital Management
Ohio
$39.5K +$39.5K +150 New
GIA
2459
GHP Investment Advisors
Colorado
$39.2K -$17.4K -66 -31%
RFG
2460
REAP Financial Group
Texas
$37.1K +$37.1K +141 New
AA
2461
AlphaMark Advisors
Kentucky
$37K +$33.3K +125 +893%
GJIA
2462
Glass Jacobson Investment Advisors
Maryland
$36.8K +$36.8K +140 New
PK
2463
Pflug Koory
Nebraska
$36.3K -$1.84K -7 -5%
CAM
2464
Creekmur Asset Management
Illinois
$35.3K +$35.3K +134 New
IWP
2465
IAG Wealth Partners
Wisconsin
$34.2K
BWM
2466
BKM Wealth Management
Wisconsin
$33.9K +$33.9K +129 New
PP
2467
Pacifica Partners
Canada
$32.6K +$25.1K +100 +333%
CB
2468
Centennial Bank
Arkansas
$32.4K +$17.1K +65 +112%
RG
2469
Retirement Group
California
$31.8K -$13.4K -51 -30%
USB
2470
Union Savings Bank
Connecticut
$31.6K
IPW
2471
Impact Partnership Wealth
Georgia
$31.3K -$52.9K -201 -63%
MSG
2472
Main Street Group
Virginia
$31.3K +$31.3K +119 New
EL
2473
EMFO LLC
Florida
$30.8K -$12.1K -46 -28%
KSWA
2474
Kathleen S. Wright Associates
Pennsylvania
$30.8K +$30.8K +117 New
GCM
2475
Gables Capital Management
Florida
$30.5K