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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 %
KI
1376
Kapitalo Investimentos
Brazil
$551K
MFP
1377
Meridian Financial Partners
Virginia
$550K +$73.4K +516 +15%
SFS
1378
Stiles Financial Services
Minnesota
$547K -$5.03K -35 -0.9%
OCM
1379
One Capital Management
California
$547K +$15.8K +110 +3%
SG
1380
Stonnington Group
California
$542K +$188K +1,227 +53%
FB
1381
First Bancorp
Maine
$540K +$4.61K +32 +0.9%
HPC
1382
HM Payson & Co
Maine
$538K +$431 +3 +0.1%
HBW
1383
Hazlett, Burt & Watson
West Virginia
$535K -$39.3K -275 -7%
VBCG
1384
Valley Brook Capital Group
Pennsylvania
$535K
CRWM
1385
Castle Rock Wealth Management
California
$531K +$1.43K +10 +0.3%
TIA
1386
Trust Investment Advisors
Indiana
$531K +$1.58K +11 +0.3%
BWA
1387
Bordeaux Wealth Advisors
California
$530K -$29.4K -204 -5%
CWM
1388
Centric Wealth Management
Illinois
$527K -$2.73K -19 -0.5%
MFA
1389
Mayflower Financial Advisors
Massachusetts
$526K -$49.2K -342 -9%
KIA
1390
Kraematon Investment Advisors
Massachusetts
$525K -$21.6K -150 -4%
ICG
1391
InterOcean Capital Group
Tennessee
$525K +$72K +500 +16%
GA
1392
GraniteShares Advisors
New York
$523K -$81.6K -567 -13%
BWM
1393
BerganKDV Wealth Management
Minnesota
$523K -$6.19K -43 -1%
PTP
1394
Platform Technology Partners
New York
$521K +$40.6K +282 +8%
SWM
1395
Sendero Wealth Management
Texas
$520K +$520K +3,613 New
CBT
1396
Central Bank & Trust
Kentucky
$519K -$220K -1,529 -30%
KCM
1397
Karp Capital Management
California
$518K -$2.44M -16,952 -82%
BWA
1398
Blodgett Wealth Advisors
California
$510K +$6.47K +45 +1%
MW
1399
Marcum Wealth
Ohio
$509K +$166K +1,152 +48%
MCWA
1400
Meadow Creek Wealth Advisors
Georgia
$506K -$6.33K -44 -1%