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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 %
BCA
1126
Bay Colony Advisors
Massachusetts
$1.03M -$33.8K -235 -3%
PAM
1127
Paradigm Asset Management
New York
$1.03M -$14.4K -100 -1%
GL
1128
Graypoint LLC
New York
$1.03M +$161K +1,120 +19%
KTC
1129
Kistler-Tiffany Companies
Pennsylvania
$1.02M -$24.6K -171 -2%
PIM
1130
Penobscot Investment Management
Massachusetts
$1.02M
GP
1131
Greenline Partners
New York
$1.02M +$127K +880 +14%
JDR
1132
Jay D. Rosenbaum
$1.01M +$5.75K +40 +0.6%
GW
1133
GW & Wade
Massachusetts
$1.01M +$43.4K +302 +4%
CI
1134
Conning Inc
Connecticut
$1.01M -$104K -722 -9%
BFM
1135
Boothbay Fund Management
New York
$1.01M -$2.47M -17,154 -71%
WAP
1136
Wealthcare Advisory Partners
Pennsylvania
$1.01M +$60.8K +423 +6%
LP
1137
Lloyd Park
Illinois
$1M -$299K -2,078 -23%
CW
1138
CreativeOne Wealth
Kansas
$1M +$86.4K +601 +9%
VI
1139
Versor Investments
New York
$1M +$354K +2,457 +55%
CFFP
1140
Center for Financial Planning
Michigan
$1M
WMP
1141
Wealth Management Partners
Arizona
$999K
QI
1142
Qtron Investments
Massachusetts
$997K -$14.1K -98 -1%
AB
1143
Atlas Brown
Kentucky
$996K +$39.9K +277 +4%
SIM
1144
Sentry Investment Management
Wisconsin
$995K +$25.7K +179 +3%
JWBC
1145
J.W. Burns & Co
New York
$994K -$84.4K -587 -8%
BM
1146
Brandywine Managers
Delaware
$994K
AG
1147
AIA Group
Hong Kong
$992K +$992K +6,900 New
1IA
1148
1834 Investment Advisors
Wisconsin
$987K -$353K -2,455 -26%
AFM
1149
Abbot Financial Management
Massachusetts
$984K
KMWM
1150
Keudell/Morrison Wealth Management
Oregon
$978K +$3.74K +26 +0.4%