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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 %
PCM
1301
Penserra Capital Management
California
$683K +$4.6K +32 +0.7%
IIM
1302
Ipswich Investment Management
Massachusetts
$682K -$33.1K -230 -5%
NAG
1303
Northstar Advisory Group
New Jersey
$681K -$404K -2,806 -37%
CFG
1304
Citizens Financial Group
Rhode Island
$681K -$125K -872 -16%
ACS
1305
Archford Capital Strategies
Illinois
$681K +$42.4K +295 +7%
AFS
1306
Aft Forsyth & Sober
Florida
$676K
FFN
1307
Focus Financial Network
Minnesota
$674K +$117K +810 +21%
EGM
1308
Engineers Gate Manager
New York
$674K -$9.4M -65,372 -93%
HNWAG
1309
High Net Worth Advisory Group
Florida
$672K -$1.44K -10 -0.2%
CFD
1310
Creative Financial Designs
Indiana
$672K +$66.7K +464 +11%
CBTWT
1311
Community Bank & Trust (Waco, Texas)
Texas
$670K -$51.8K -360 -7%
GKWIM
1312
Gerber Kawasaki Wealth & Investment Management
California
$668K +$40.4K +281 +6%
RWB
1313
RMR Wealth Builders
New Jersey
$667K +$3.74K +26 +0.6%
BDFN
1314
Bond & Devick Financial Network
Minnesota
$666K -$66.9K -465 -9%
MA
1315
MUFG Americas
New York
$664K +$58.4K +406 +10%
CCM
1316
Compton Capital Management
Rhode Island
$660K -$43.2K -300 -6%
ACI
1317
Alpha Cubed Investments
California
$656K -$1.18M -8,185 -64%
IDBONY
1318
Israel Discount Bank of New York
New York
$654K +$61.3K +426 +10%
CT
1319
Chicago Trust
Illinois
$651K +$8.63K +60 +1%
DWM
1320
Dakota Wealth Management
Florida
$650K +$3.31K +23 +0.5%
SC
1321
Saturna Capital
Washington
$648K +$10.1K +70 +2%
CG
1322
Corundum Group
Colorado
$648K +$27.5K +191 +4%
FAIM
1323
Financial Advocates Investment Management
Washington
$647K -$239K -1,663 -27%
FANJ
1324
Financial Architects (New Jersey)
New Jersey
$646K +$646K +4,491 New
DP
1325
Denver PWM
Colorado
$645K