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Salesforce

2,044 hedge funds and large institutions have $111B invested in Salesforce in 2022 Q3 according to their latest regulatory filings, with 115 funds opening new positions, 890 increasing their positions, 832 reducing their positions, and 162 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,044
Holders Change
-80
Holders Change %
-3.77%
% of All Funds
35.34%
Holding in Top 10
79
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-10.23%
% of All Funds
1.37%
New
115
Increased
890
Reduced
832
Closed
162
Calls
$3B
Puts
$3.45B
Net Calls
-$443M
Net Calls Change
-$687M
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
551
CMH Wealth Management
New Hampshire
$5.95M +$315K +2,192 +6%
ACP
552
Ashfield Capital Partners
California
$5.93M -$490K -3,406 -8%
E
553
Ergoteles
New York
$5.92M -$6.49M -45,128 -52%
BPA
554
Beacon Pointe Advisors
California
$5.9M -$1.24M -8,662 -17%
PFS
555
Prospera Financial Services
Texas
$5.85M +$23.4K +163 +0.4%
Wealthfront Advisers
556
Wealthfront Advisers
California
$5.82M -$5.73M -39,839 -50%
ASN
557
Advisory Services Network
Georgia
$5.82M -$1.02M -7,104 -15%
DJSG
558
D.J. St. Germain
Massachusetts
$5.81M
TF
559
TLWM Financial
Texas
$5.79M +$5.19M +56,615 +861%
WS
560
Wedbush Securities
California
$5.76M +$170K +1,179 +3%
PIMJS
561
PKO Investment Management Joint-Stock
Poland
$5.75M +$3.16M +22,000 +122%
BWFA
562
Baltimore-Washington Financial Advisors
Maryland
$5.75M -$534K -3,658 -8%
BHB
563
Bank Hapoalim BM
Israel
$5.74M +$45K +313 +0.8%
Connor, Clark & Lunn Investment Management (CC&L)
564
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$5.74M -$14.8M -102,916 -72%
BTWM
565
Baker Tilly Wealth Management
Wisconsin
$5.71M -$335K -2,330 -6%
CG
566
Cutler Group
California
$5.71M +$826K +5,745 +17%
CB
567
Commerce Bank
Missouri
$5.69M +$39.4K +274 +0.7%
OCAM
568
Onex Canada Asset Management
Ontario, Canada
$5.68M -$38.4K -267 -0.7%
EWM
569
Evercore Wealth Management
New York
$5.66M -$22.4K -156 -0.4%
SPC
570
Sigma Planning Corp
Michigan
$5.65M +$63.3K +440 +1%
VAS
571
Vestmark Advisory Solutions
Massachusetts
$5.62M -$68.5K -476 -1%
SCM
572
Shelton Capital Management
Colorado
$5.62M +$1.96M +13,600 +53%
KeyBank National Association
573
KeyBank National Association
Ohio
$5.61M -$469K -3,264 -8%
JIC
574
Johnson Investment Counsel
Ohio
$5.61M +$134K +932 +2%
MC
575
Moors & Cabot
Massachusetts
$5.6M +$31.4K +218 +0.6%