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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 %
CIA
1201
Capital Investment Advisors
Georgia
$869K -$5.9K -41 -0.7%
BCM
1202
Bienville Capital Management
New York
$863K -$74.8K -520 -8%
FPF
1203
First Pacific Financial
Washington
$863K +$55.3K +384 +7%
ATWA
1204
Arbor Trust Wealth Advisors
Michigan
$860K -$22.5K -157 -3%
CQS
1205
Credential Qtrade Securities
$856K +$44.9K +312 +6%
PMG
1206
ProVise Management Group
Florida
$852K -$143K -991 -14%
BAM
1207
Bosun Asset Management
Illinois
$850K -$59.5K -414 -7%
NEI
1208
Northwest & Ethical Investments
Ontario, Canada
$849K -$509K -3,536 -37%
MPPLM
1209
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$849K +$55.4K +385 +7%
WEG
1210
World Equity Group
Illinois
$846K +$37.4K +260 +5%
CHAM
1211
Clear Harbor Asset Management
Connecticut
$845K -$11.5K -80 -1%
COCM
1212
Charter Oak Capital Management
New Hampshire
$844K +$17.7K +123 +2%
LS
1213
Livforsakringsbolaget Skandia
Sweden
$842K -$863K -6,000 -51%
RCAG
1214
Rehmann Capital Advisory Group
Michigan
$840K +$22.4K +156 +3%
LWM
1215
Laidlaw Wealth Management
New York
$839K -$267K -1,856 -24%
ECG
1216
EPIQ Capital Group
California
$833K
RMAM
1217
Raab & Moskowitz Asset Management
New Jersey
$832K -$20.3K -141 -2%
TP
1218
Tranquility Partners
Tennessee
$832K +$177K +1,232 +27%
HWM
1219
HB Wealth Management
Georgia
$822K -$582K -4,046 -41%
GAM
1220
Gemmer Asset Management
California
$821K -$1.41M -9,830 -63%
AWA
1221
Alta Wealth Advisors
Massachusetts
$819K -$17.5K -122 -2%
TFP
1222
Tilia Fiduciary Partners
North Carolina
$818K +$34.9K +245 +4%
NW
1223
Naviter Wealth
Arkansas
$816K -$116K -810 -12%
CPIA
1224
Cornell Pochily Investment Advisors
New York
$814K -$14K -97 -2%
1W
1225
1776 Wealth
Georgia
$814K +$71.9K +500 +10%