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Salesforce

2,124 hedge funds and large institutions have $127B invested in Salesforce in 2022 Q2 according to their latest regulatory filings, with 136 funds opening new positions, 942 increasing their positions, 834 reducing their positions, and 244 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,124
Holders Change
-142
Holders Change %
-6.27%
% of All Funds
35.91%
Holding in Top 10
88
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-10.2%
% of All Funds
1.49%
New
136
Increased
942
Reduced
834
Closed
244
Calls
$3.81B
Puts
$3.56B
Net Calls
+$244M
Net Calls Change
+$724M
Name Holding Trade Value Shares
Change
Shares
Change %
PTP
1451
Platform Technology Partners
New York
$551K +$13.9K +84 +3%
WMSA
1452
Weiss Multi-Strategy Advisers
New York
$549K -$5.79M -35,052 -91%
5L
1453
55I LLC
Massachusetts
$549K +$549K +3,327 New
DBRC
1454
D.B. Root & Company
Pennsylvania
$548K +$65K +394 +13%
ACH
1455
ArrowMark Colorado Holdings
Colorado
$548K +$178K +1,076 +48%
CIC
1456
Carnegie Investment Counsel
Ohio
$546K -$28.7K -174 -5%
LCM
1457
LCM Capital Management
Illinois
$545K +$13K +79 +2%
WG
1458
Winton Group
United Kingdom
$544K -$2.12M -12,874 -80%
CWA
1459
Consilium Wealth Advisory
Texas
$544K -$69.8K -423 -11%
AWM
1460
Avitas Wealth Management
California
$542K -$237K -1,435 -30%
RIA
1461
Realta Investment Advisors
Delaware
$541K +$34K +202 +7%
FFS
1462
Founders Financial Securities
Maryland
$540K -$99.1K -600 -16%
CC
1463
Commons Capital
Massachusetts
$534K -$484K -2,928 -48%
TWI
1464
Thomas White International
Illinois
$533K
SSWM
1465
Smith Salley Wealth Management
North Carolina
$530K -$158K -959 -23%
EMG
1466
ETF Managers Group
New Jersey
$529K -$1.82M -10,654 -77%
SWRP
1467
Summit Wealth & Retirement Planning
California
$529K -$9.07K -55 -2%
IRC
1468
Investors Research Corp
Georgia
$525K +$57.7K +350 +12%
CWM
1469
Cornerstone Wealth Management
Missouri
$524K +$27.6K +167 +6%
AF
1470
Advisornet Financial
Minnesota
$523K -$15.9K -96 -3%
SHWM
1471
Silicon Hills Wealth Management
Texas
$520K -$23.1K -140 -4%
ICG
1472
InterOcean Capital Group
Tennessee
$520K +$119K +720 +30%
MCC
1473
Money Concepts Capital
Florida
$517K -$546K -3,249 -51%
RFO
1474
RiverGlades Family Offices
Florida
$516K
XF
1475
XML Financial
Maryland
$516K +$35K +212 +7%