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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 %
WF
976
Welch & Forbes
Massachusetts
$1.5M +$45.6K +317 +3%
Koshinski Asset Management
977
Koshinski Asset Management
Illinois
$1.5M +$70.5K +490 +5%
CWMU
978
Caliber Wealth Management (Utah)
Utah
$1.5M +$50.6K +352 +4%
NFC
979
Northeast Financial Consultants
Connecticut
$1.49M +$162K +1,123 +12%
RMC
980
Resources Management Corp
Connecticut
$1.49M +$24.3K +169 +2%
WPC
981
Wedmont Private Capital
Pennsylvania
$1.47M -$452K -3,145 -23%
GWMIA
982
Global Wealth Management Investment Advisory
Florida
$1.47M +$61.1K +425 +4%
NL
983
NVWM LLC
Pennsylvania
$1.47M +$617K +4,290 +73%
NB
984
Nicolet Bankshares
Wisconsin
$1.47M +$31.5K +219 +2%
SBH
985
Segall Bryant & Hamill
Illinois
$1.46M -$32.3K -225 -2%
FHB
986
First Hawaiian Bank
Hawaii
$1.46M +$198K +1,378 +16%
EFM
987
E Fund Management
China
$1.45M -$51.5K -358 -3%
GAM
988
Grandview Asset Management
Pennsylvania
$1.45M -$155K -1,076 -10%
MA
989
Modus Advisors
Minnesota
$1.44M +$34.7K +241 +2%
BB
990
Bell Bank
North Dakota
$1.44M -$79.9K -556 -5%
ZCM
991
Zenyatta Capital Management
Delaware
$1.44M +$719K +5,000 +100%
PJSIMP
992
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.44M -$122K -764 -8%
MA
993
Mutual Advisors
Nebraska
$1.43M +$203K +1,410 +17%
VFA
994
Voya Financial Advisors
Connecticut
$1.43M +$447K +3,045 +46%
TW
995
TrinityPoint Wealth
Connecticut
$1.42M +$177K +1,233 +14%
KA
996
Kerrisdale Advisers
Florida
$1.42M -$6.76M -47,013 -83%
AFG
997
Alterity Financial Group
Maine
$1.42M -$15.1K -105 -1%
IA
998
IFP Advisors
Florida
$1.42M +$144K +1,945 +11%
LTI
999
Laffer Tengler Investments
Tennessee
$1.42M -$65.6K -456 -4%
AFC
1000
AFT Forsyth & Company
Florida
$1.41M -$135K -935 -9%