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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 %
KF
1051
Krilogy Financial
Missouri
$1.24M +$28.2K +196 +2%
PWP
1052
Perfromance Wealth Partners
Illinois
$1.23M -$146K -1,014 -11%
KAM
1053
Karani Asset Management
New York
$1.22M -$318K -2,207 -21%
FDS
1054
Freedom Day Solutions
Texas
$1.21M -$80.4K -559 -6%
MAM
1055
Morse Asset Management
Connecticut
$1.19M +$759K +5,279 +175%
EWM
1056
Elmwood Wealth Management
California
$1.19M -$7.19K -50 -0.6%
SVCP
1057
Silicon Valley Capital Partners
California
$1.19M +$97K +674 +9%
AWM
1058
Activest Wealth Management
Florida
$1.18M +$965K +6,104 +441%
ARMT
1059
Amica Retiree Medical Trust
Rhode Island
$1.18M +$69K +480 +6%
WFA
1060
Wipfli Financial Advisors
Wisconsin
$1.18M +$1.18M +8,201 New
MFG
1061
MidWestOne Financial Group
Iowa
$1.18M +$10.9K +76 +0.9%
MGIA
1062
Moneta Group Investment Advisors
Missouri
$1.17M -$131K -909 -10%
SS
1063
Simplicity Solutions
Minnesota
$1.17M +$270K +1,875 +30%
CCG
1064
Coastwise Capital Group
California
$1.17M -$20.1K -140 -2%
HJMC
1065
Hellman Jordan Management Company
Massachusetts
$1.17M +$252K +1,751 +27%
WWM
1066
Western Wealth Management
Colorado
$1.17M +$472K +3,298 +68%
RHBC
1067
R.H. Bluestein & Co
Michigan
$1.16M +$277K +1,926 +31%
FFA
1068
First Foundation Advisors
California
$1.16M -$1.59M -11,060 -58%
FIM
1069
Freedom Investment Management
Connecticut
$1.16M +$196K +1,366 +20%
SYBT
1070
Stock Yards Bank & Trust
Kentucky
$1.16M -$66.9K -465 -5%
B
1071
Bailard
California
$1.16M -$7.48K -52 -0.6%
SACTSONJ
1072
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.15M
LAM
1073
Lynch Asset Management
Pennsylvania
$1.15M +$432K +3,000 +60%
JCM
1074
Jacobi Capital Management
Pennsylvania
$1.15M +$60.1K +418 +6%
WBC
1075
West Branch Capital
Massachusetts
$1.14M +$8.2K +57 +0.7%