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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 %
CWA
1351
Consilium Wealth Advisory
Texas
$590K +$116K +803 +24%
HIP
1352
HUB Investment Partners
Texas
$590K +$590K +4,099 New
QCG
1353
Quadrant Capital Group
Ohio
$586K -$270K -1,879 -32%
MTC
1354
McDaniel Terry & Co
Texas
$586K -$75.7K -526 -11%
TPA
1355
Trivium Point Advisory
Connecticut
$583K -$23.5K -151 -4%
GDP
1356
Great Diamond Partners
Maine
$583K -$17.1K -119 -3%
FCA
1357
FLC Capital Advisors
California
$582K -$71.8K -499 -11%
EB
1358
Eastern Bank
Massachusetts
$579K -$19.4K -135 -3%
ANTB
1359
AMG National Trust Bank
Colorado
$578K +$107K +743 +23%
CFMC
1360
Curbstone Financial Management Corp
New Hampshire
$576K
OIM
1361
Oder Investment Management
California
$576K +$82.8K +575 +17%
BPCA
1362
Bank Pictet & Cie (Asia)
Singapore
$574K
SRC
1363
Sage Rhino Capital
California
$572K -$23.9K -166 -4%
RTC
1364
Riverview Trust Company
Washington
$571K -$73.5K -511 -11%
DS
1365
DRW Securities
Illinois
$570K +$155K +1,079 +37%
RBC
1366
Romano Brothers & Co
Illinois
$570K +$570K +3,961 New
LAS
1367
LWM Advisory Services
Florida
$569K +$70.4K +486 +14%
AFM
1368
Andesa Financial Management
Pennsylvania
$569K +$149K +1,033 +36%
TSS
1369
Two Sigma Securities
New York
$569K +$306K +2,128 +116%
CL
1370
CSS LLC
Illinois
$564K +$197K +1,366 +53%
TA
1371
Tectonic Advisors
Texas
$563K
LS
1372
Leelyn Smith
Illinois
$562K -$174K -1,209 -24%
GEA
1373
Glen Eagle Advisors
New Jersey
$556K -$17.5K -122 -3%
OAM
1374
Occidental Asset Management
California
$555K -$58.4K -406 -10%
DI
1375
Diligent Investors
California
$551K +$19.4K +135 +4%