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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 %
EPA
1451
Element Pointe Advisors
Florida
$449K -$48.3K -336 -10%
XF
1452
XML Financial
Maryland
$448K -$1.73K -12 -0.4%
GT
1453
Glenview Trust
Kentucky
$447K +$2.16K +15 +0.5%
FWP
1454
FAS Wealth Partners
Kansas
$446K +$432 +3 +0.1%
FMWA
1455
Forvis Mazars Wealth Advisors
Missouri
$445K -$47.6K -331 -10%
SFG
1456
Synergy Financial Group
California
$444K +$19.5K +136 +5%
SFCL
1457
Strengthening Families & Communities LLC
Massachusetts
$444K +$21.1K +147 +5%
IF
1458
Intrua Financial
Texas
$443K -$277K -1,927 -38%
RGC
1459
Roberts, Glore & Co
Illinois
$443K +$36.3K +252 +9%
HT
1460
HighTower Trust
Texas
$441K +$14.1K +98 +3%
SAG
1461
Spotlight Asset Group
Illinois
$440K +$440K +2,748 New
BL
1462
Balentine LLC
Georgia
$439K -$335K -2,329 -43%
LAI
1463
Legal Advantage Investments
California
$439K +$151K +1,050 +53%
PA
1464
Probity Advisors
Texas
$437K +$2.88K +20 +0.7%
SWA
1465
Stratos Wealth Advisors
Ohio
$435K +$40.3K +280 +10%
ACM
1466
Allred Capital Management
Texas
$434K +$2.3K +16 +0.5%
BDF
1467
Balasa Dinverno & Foltz
$433K -$50.3K -350 -10%
SWA
1468
Sax Wealth Advisors
New Jersey
$433K
SIMG
1469
Sonora Investment Management Group
Arizona
$433K
SCG
1470
Sonata Capital Group
Washington
$433K +$43.2K +300 +11%
BCM
1471
Bluefin Capital Management
New York
$432K +$432K +3,000 New
MG
1472
Mather Group
Illinois
$431K -$51.8K -360 -11%
RWP
1473
RWA Wealth Partners
Massachusetts
$430K +$30.6K +213 +8%
B
1474
Bellecapital
Switzerland
$429K +$52.2K +363 +14%
DF
1475
Donoghue Forlines
Massachusetts
$428K +$428K +2,977 New