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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 %
MME
1276
Meag Munich Ergo
Germany
$726K -$954K -6,637 -57%
AAP
1277
Ardsley Advisory Partners
Connecticut
$719K -$561K -3,900 -44%
JAG
1278
Journey Advisory Group
Kentucky
$715K +$102K +710 +17%
B
1279
Barings
North Carolina
$714K +$106K +739 +17%
SWM
1280
Sculati Wealth Management
Michigan
$714K +$200K +1,390 +39%
SIG
1281
Sky Investment Group
Connecticut
$711K -$26.6K -185 -4%
MHS
1282
M Holdings Securities
Oregon
$711K -$21K -146 -3%
GAG
1283
Goodman Advisory Group
Massachusetts
$711K +$711K +4,940 New
9WM
1284
9258 Wealth Management
Ohio
$710K -$84.6K -588 -11%
1SB
1285
1ST Source Bank
Indiana
$708K -$44.3K -308 -6%
BIA
1286
Benchmark Investment Advisors
Illinois
$706K +$320K +2,225 +83%
FFM
1287
Forum Financial Management
Illinois
$705K -$402K -2,791 -36%
TA
1288
Tiedemann Advisors
New York
$704K -$42.3K -294 -6%
SIG
1289
Sargent Investment Group
Maryland
$702K
MIM
1290
Moseley Investment Management
Florida
$700K +$4.17K +29 +0.6%
LB
1291
Legacy Bridge
Iowa
$697K
ECG
1292
Edge Capital Group
Georgia
$696K -$418K -2,909 -38%
FUBT
1293
First United Bank & Trust
Maryland
$695K -$20.9K -145 -3%
SSWG
1294
Seven Springs Wealth Group
Tennessee
$693K -$39.3K -273 -5%
AAM
1295
Ascension Asset Management
New York
$687K
BLC
1296
Brown, Lisle/Cummings
Rhode Island
$686K -$18K -125 -3%
EAM
1297
EFG Asset Management
Oregon
$685K -$218K -1,515 -24%
C
1298
Certuity
Florida
$685K +$32.2K +224 +5%
SFO
1299
Stokes Family Office
Louisiana
$684K -$87.3K -607 -11%
BCM
1300
Brown Capital Management
Maryland
$684K -$10.6K -74 -2%