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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 %
FAG
1251
Fortitude Advisory Group
Washington
$766K +$4.31K +30 +0.6%
ACM
1252
AlphaStar Capital Management
North Carolina
$766K +$58.8K +409 +8%
KC
1253
Knuff & Co
California
$765K -$1.04M -7,250 -58%
VWM
1254
Vigilare Wealth Management
Arizona
$764K -$194K -1,351 -20%
AT
1255
Arden Trust
Delaware
$764K -$12.4K -86 -2%
RB
1256
Renasant Bank
Mississippi
$762K -$38K -264 -5%
SW
1257
Solidarity Wealth
Utah
$761K +$761K +5,264 New
FMLI
1258
Fukoku Mutual Life Insurance
Japan
$760K +$47.5K +330 +7%
CFGS
1259
Concourse Financial Group Securities
Alabama
$758K +$76.5K +532 +11%
RIA
1260
Realta Investment Advisors
Delaware
$757K +$295K +2,047 +64%
BSW
1261
Buckingham Strategic Wealth
Missouri
$756K +$63.6K +442 +9%
NCA
1262
New Century Advisors
Maryland
$754K
PCM
1263
Pennsylvania Capital Management
Pennsylvania
$749K -$150K -1,046 -17%
RWA
1264
Redmont Wealth Advisors
Illinois
$748K -$14.4K -100 -2%
WWM
1265
Wolff Wiese Magana
California
$742K +$73.2K +509 +11%
YL
1266
YCG LLC
Texas
$739K
ACM
1267
Ayrshire Capital Management
Connecticut
$738K +$49.7K +346 +7%
FPAS
1268
Focus Partners Advisor Solutions
Missouri
$738K +$121K +843 +20%
JSL
1269
JT Stratford LLC
Georgia
$734K -$883K -6,135 -55%
LFM
1270
Lumina Fund Management
New York
$734K
RWA
1271
Rainsberger Wealth Advisors
Colorado
$733K +$15.1K +105 +2%
SC
1272
Sonen Capital
California
$732K -$200K -1,392 -21%
SCP
1273
Shorepoint Capital Partners
Massachusetts
$732K +$17.4K +121 +2%
HCM
1274
Highlander Capital Management
New Jersey
$731K
WWA
1275
WCG Wealth Advisors
Nevada
$730K +$730K +4,589 New