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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 %
QIM
1026
Quantitative Investment Management
Virginia
$1.32M +$928K +6,457 +240%
SVWAG
1027
Sound View Wealth Advisors Group
Georgia
$1.31M -$22.6K -157 -2%
EH
1028
Equitable Holdings
New York
$1.31M +$118K +821 +10%
ADL
1029
Asset Dedication LLC
California
$1.31M +$124K +880 +10%
BWM
1030
Baystate Wealth Management
Massachusetts
$1.31M +$3.6K +25 +0.3%
AFAS
1031
Acorn Financial Advisory Services
Virginia
$1.31M +$187K +1,301 +17%
BOM
1032
Bank of Marin
California
$1.31M -$57.3K -398 -4%
V
1033
VeraBank
Texas
$1.3M -$9.35K -65 -0.7%
OHWP
1034
Oak Harbor Wealth Partners
North Carolina
$1.3M +$62.8K +437 +5%
Financial Engines Advisors
1035
Financial Engines Advisors
California
$1.3M +$34.6K +241 +3%
5L
1036
55I LLC
Massachusetts
$1.29M +$812K +5,644 +170%
PCIG
1037
Partners Capital Investment Group
Massachusetts
$1.29M +$1.29M +8,969 New
KTM
1038
Keeler Thomas Management
Utah
$1.29M +$1.29M +8,968 New
NG
1039
Northstar Group
New York
$1.27M -$186K -1,295 -13%
AMC
1040
Asset Management Corp
Illinois
$1.27M -$606K -4,215 -32%
MMG
1041
Monetary Management Group
Missouri
$1.26M -$25.2K -175 -2%
OL
1042
Optas LLC
Texas
$1.26M +$164K +1,139 +15%
BTI
1043
Blue Trust Inc
Georgia
$1.26M +$75.3K +456 +6%
WI
1044
WrapManager Inc
California
$1.25M +$87.9K +611 +8%
WA
1045
WP Advisors
California
$1.24M +$319K +2,220 +35%
WI
1046
Wintrust Investments
Illinois
$1.24M -$64.7K -394 -5%
VF
1047
Virtu Financial
New York
$1.24M +$1.24M +8,630 New
JSC
1048
Jackson Square Capital
California
$1.24M -$442K -3,073 -26%
UBG
1049
United Bank (Georgia)
Georgia
$1.24M -$173K -1,202 -12%
ETC
1050
Exchange Traded Concepts
Oklahoma
$1.24M +$85.6K +595 +7%