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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 %
WTA
1426
Washington Trust Advisors
Massachusetts
$473K +$58.1K +404 +14%
AP
1427
Adero Partners
California
$472K +$8.99K +56 +2%
IA
1428
IFG Advisory
Georgia
$470K +$238K +1,659 +103%
BS
1429
Boenning & Scattergood
Pennsylvania
$469K -$23.3K -162 -5%
AFP
1430
Ausdal Financial Partners
Iowa
$469K +$51.8K +360 +12%
ACM
1431
AlphaCrest Capital Management
New York
$468K -$7.16M -49,732 -94%
CIC
1432
Carnegie Investment Counsel
Ohio
$468K -$7.33K -51 -2%
DBRC
1433
D.B. Root & Company
Pennsylvania
$467K -$10.5K -73 -2%
FW
1434
FirstPurpose Wealth
Utah
$467K +$72.3K +503 +18%
RA
1435
RFG Advisory
Alabama
$466K +$6.62K +45 +1%
EW
1436
Evoke Wealth
California
$465K +$7.14K +53 +2%
FCBT
1437
First Citizens Bank & Trust
North Carolina
$464K -$44.9K -312 -9%
TWI
1438
Thomas White International
Illinois
$464K
EMG
1439
ETF Managers Group
New Jersey
$464K +$18K +125 +4%
HPWM
1440
Highland Private Wealth Management
Washington
$463K -$34.7K -241 -7%
SWRP
1441
Summit Wealth & Retirement Planning
California
$461K
CFG
1442
Cooper Financial Group
California
$461K +$27.5K +191 +6%
TNBTD
1443
Trustmark National Bank Trust Department
Mississippi
$460K -$107K -745 -19%
CP
1444
CenterBook Partners
Connecticut
$458K -$314K -2,179 -41%
IA
1445
Insight Advisors
Pennsylvania
$458K -$34.2K -238 -7%
BOPW
1446
Brandywine Oak Private Wealth
Pennsylvania
$456K -$38K -265 -8%
FFS
1447
Founders Financial Securities
Maryland
$455K -$14.8K -103 -3%
SHWM
1448
Silicon Hills Wealth Management
Texas
$455K +$2.16K +15 +0.5%
HCM
1449
Hodges Capital Management
Texas
$453K +$79.1K +550 +21%
PP
1450
Paloma Partners
Connecticut
$451K -$111K -768 -20%