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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 %
IGGA
1401
Iron Gate Global Advisors
Utah
$504K -$3.93K -27 -0.8%
RCA
1402
Roberts Capital Advisors
Colorado
$503K
KFC
1403
Klingenstein Fields & Co
New York
$502K -$16.1M -112,153 -97%
CIA
1404
Capital Impact Advisors
Massachusetts
$502K -$126K -878 -20%
ST
1405
Smithfield Trust
Pennsylvania
$502K +$2.01K +14 +0.4%
CP
1406
Covenant Partners
Tennessee
$500K -$181K -1,256 -27%
RMDI
1407
R.M. Davis Inc
Maine
$498K +$93.9K +653 +23%
CI
1408
CX Institutional
Indiana
$496K -$1.99M -13,820 -80%
SIC
1409
Sterling Investment Counsel
New York
$496K +$64.9K +451 +15%
RWA
1410
Ropes Wealth Advisors
Massachusetts
$494K +$2.88K +20 +0.6%
MSAM
1411
Moloney Securities Asset Management
Missouri
$493K -$38.4K -267 -7%
KIC
1412
Kensington Investment Counsel
California
$493K -$27K -188 -5%
BI
1413
Ballast Inc
Kentucky
$492K +$492K +3,425 New
IRC
1414
Investors Research Corp
Georgia
$491K +$32.9K +229 +7%
AC
1415
Avory & Company
Florida
$486K -$43.4K -302 -8%
EFS
1416
Essex Financial Services
Connecticut
$485K -$64.1K -445 -12%
FPCP
1417
Fort Point Capital Partners
California
$485K -$18.4K -128 -4%
HH
1418
Hilltop Holdings
Texas
$485K +$5.6K +39 +1%
NL
1419
NWAM LLC
Washington
$481K -$25K -174 -5%
SSWM
1420
Smith Salley Wealth Management
North Carolina
$480K +$18.3K +127 +4%
CWM
1421
Cornerstone Wealth Management
Missouri
$479K +$22.4K +156 +5%
TFGT
1422
TS Financial Group (TSFG)
Illinois
$478K -$9.64K -67 -2%
ACH
1423
ArrowMark Colorado Holdings
Colorado
$477K
LCM
1424
LCM Capital Management
Illinois
$474K -$1.29K -9 -0.3%
AWM
1425
Avitas Wealth Management
California
$474K +$1.73K +12 +0.4%