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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 %
SMFG
1226
Sumitomo Mitsui Financial Group
Japan
$812K +$446K +3,035 +122%
RWM
1227
Ritholtz Wealth Management
New York
$811K -$406K -2,823 -33%
TWM
1228
Thrive Wealth Management
Pennsylvania
$811K +$186K +1,291 +30%
NP
1229
NorthRock Partners
Minnesota
$806K -$116K -808 -13%
BWM
1230
BigSur Wealth Management
Florida
$806K
CFA
1231
Compass Financial Advisors
Indiana
$801K +$1.87K +13 +0.2%
OPW
1232
Oxler Private Wealth
New York
$801K -$288K -2,000 -26%
KCM
1233
KRS Capital Management
Michigan
$800K +$27.3K +190 +4%
MS
1234
Mizuho Securities
Japan
$799K +$474K +3,296 +146%
WP
1235
Waycross Partners
Kentucky
$798K -$317K -2,200 -28%
OCM
1236
Orion Capital Management
California
$797K
MLL
1237
Moody Lynn & Lieberson
Massachusetts
$795K -$1.98M -13,750 -71%
CWM
1238
Congress Wealth Management
Massachusetts
$790K +$15.1K +105 +2%
PPW
1239
Parcion Private Wealth
Washington
$789K
CC
1240
Clearline Capital
New York
$787K -$249K -1,729 -24%
DC
1241
Davenport & Co
Virginia
$784K -$274K -1,906 -26%
PFWA
1242
Paces Ferry Wealth Advisors
Georgia
$782K -$5.03K -35 -0.6%
AWA
1243
Arete Wealth Advisors
Illinois
$782K +$605K +4,207 +341%
CFCI
1244
Comprehensive Financial Consultants Institutional
Indiana
$780K +$44.4K +302 +6%
HL
1245
HeadInvest LLC
Maine
$775K +$24.7K +172 +3%
LCM
1246
Landscape Capital Management
New Jersey
$774K
AG
1247
Ascent Group
Virginia
$771K +$12.2K +75 +2%
AA
1248
Argent Advisors
Louisiana
$771K +$32.8K +228 +4%
EF
1249
Empowered Funds
Pennsylvania
$770K +$369K +2,566 +92%
CC
1250
Claybrook Capital
Massachusetts
$769K