Salesforce is based out of San Francisco. Whalewisdom has at least 25 13F filings, 1 13D filings, 9 13G filings, and 4485 Form 4 filings The firm last filed a Form D notice of exempt offering of securities on 2019-10-10. The notice included securities offered of Equity
2023-09-30
Top Buys (13F)
Name | % Change |
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2023-09-30
Top Sells (13F)
Name | % Change |
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2023-09-30
13F Holdings Summary
2023-09-30
13F Activity
Market Value | $0, Prior: $0 |
New Purchases | 0 stocks |
Added To | 0 stocks |
Sold out of | 0 stocks |
Reduced holdings in | 0 stocks |
Top 10 Holdings % | % |
Turnover %[1] | % |
Turnover Alt %[2] | % |
Time Held Top 20 | quarters |
Time Held Top 10 | quarters |
Time Held All | quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2023-09-30
13F Sector Allocation Over Time
2023-09-30
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2023-09-30