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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 %
CTC
576
Central Trust Company
Missouri
$5.6M -$227K -1,576 -4%
USAA
577
United Services Automobile Association
Texas
$5.56M +$370K +2,573 +7%
PA
578
Parallel Advisors
California
$5.55M -$65K -452 -1%
TCOV
579
Trust Company of Vermont
Vermont
$5.49M +$286K +1,987 +5%
FNT
580
First National Trust
Pennsylvania
$5.4M +$109K +760 +2%
RIA
581
RPG Investment Advisory
California
$5.39M +$888K +6,170 +20%
MIC
582
Means Investment Company
Maine
$5.37M -$5.18K -36 -0.1%
VFA
583
Valeo Financial Advisors
Indiana
$5.35M +$127K +1,979 +2%
YWP
584
YorkBridge Wealth Partners
New York
$5.34M +$523K +3,637 +11%
RC
585
RegentAtlantic Capital
New Jersey
$5.33M -$611K -4,249 -10%
NMIMC
586
Northwestern Mutual Investment Management Company
Wisconsin
$5.32M -$934K -6,493 -15%
PA
587
Profund Advisors
Maryland
$5.26M +$222K +1,546 +4%
CUAMC
588
China Universal Asset Management Company
China
$5.26M -$382K -2,657 -7%
OPS
589
Orion Portfolio Solutions
Nebraska
$5.19M +$246K +1,709 +5%
Lord, Abbett & Co
590
Lord, Abbett & Co
New Jersey
$5.15M +$1.38M +9,562 +36%
WIM
591
Waverton Investment Management
United Kingdom
$5.15M -$796K -5,532 -13%
AI
592
AXS Investments
New York
$5.15M -$284K -1,973 -5%
KRSITF
593
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$5.13M +$247K +1,714 +5%
MIAN
594
Mariner Independent Advisor Network
Kansas
$5.09M +$1.85M +12,884 +57%
DADC
595
D.A. Davidson & Co
Montana
$5.06M +$595K +4,133 +13%
AAS
596
Avantax Advisory Services
Texas
$5.04M +$105K +730 +2%
SM
597
SG3 Management
Puerto Rico
$5.03M +$5.03M +35,000 New
HLC
598
Hunt Lane Capital
New York
$5.03M +$719K +5,000 +17%
KIA
599
KCM Investment Advisors
California
$5.03M -$293K -2,036 -6%
TI
600
Trexquant Investment
Connecticut
$5.02M +$1.17M +8,162 +31%