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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 %
MWM
701
Meridian Wealth Management
Kentucky
$3.51M +$1.15M +8,013 +49%
AA
702
ALPS Advisors
Colorado
$3.5M -$345K -2,396 -9%
WC
703
Whitney & Co
New York
$3.49M -$6.19K -43 -0.2%
TCM
704
Teza Capital Management
Illinois
$3.48M +$2.1M +14,596 +153%
STA
705
Summit Trail Advisors
New York
$3.44M -$86.2K -599 -2%
HCA
706
Harbor Capital Advisors
Illinois
$3.44M -$380K -2,643 -10%
CIP
707
Chartwell Investment Partners
Pennsylvania
$3.43M -$22.2K -154 -0.6%
SF
708
Summit Financial
New Jersey
$3.43M +$176K +1,225 +5%
AW
709
ACG Wealth
Georgia
$3.41M +$242K +1,684 +8%
PT
710
Plimoth Trust
Massachusetts
$3.4M +$111K +775 +3%
SFI
711
Siemens Fonds Invest
Germany
$3.4M -$92.8K -645 -3%
AUB
712
Atlantic Union Bankshares
Virginia
$3.38M -$36.4K -253 -1%
KCM
713
Kornitzer Capital Management
Kansas
$3.38M -$244K -1,699 -7%
RAM
714
Roanoke Asset Management
New Jersey
$3.38M +$1.63M +11,351 +94%
ISB
715
Iowa State Bank
Iowa
$3.37M +$1.87K +13 +0.1%
BCM
716
Bayesian Capital Management
New York
$3.35M +$3.35M +23,300 New
Cetera Investment Advisers
717
Cetera Investment Advisers
Illinois
$3.34M -$2.59M -18,036 -44%
IC
718
Inverness Counsel
New York
$3.34M +$1.63M +11,325 +95%
MM
719
Meridian Management
Arkansas
$3.34M +$87.6K +609 +3%
SC
720
Sepio Capital
Utah
$3.34M -$382K -2,656 -10%
AC
721
Allstate Corporation
Illinois
$3.34M -$1.12M -7,822 -25%
RC
722
Roundview Capital
New Jersey
$3.34M +$263K +1,826 +9%
VST
723
Van Strum & Towne
California
$3.31M -$49.3K -343 -1%
EF
724
Empirical Finance
Pennsylvania
$3.3M +$584K +4,062 +22%
RCM
725
RB Capital Management
Nevada
$3.3M +$60.3K +419 +2%