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Salesforce

2,011 hedge funds and large institutions have $101B invested in Salesforce in 2022 Q4 according to their latest regulatory filings, with 230 funds opening new positions, 611 increasing their positions, 997 reducing their positions, and 218 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,011
Holders Change
-33
Holders Change %
-1.61%
% of All Funds
32.45%
Holding in Top 10
59
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-25.32%
% of All Funds
0.95%
New
230
Increased
611
Reduced
997
Closed
218
Calls
$2.93B
Puts
$3.06B
Net Calls
-$123M
Net Calls Change
+$320M
Name Holding Trade Value Shares
Change
Shares
Change %
HT
1451
HighTower Trust
Texas
$385K -$9.51K -74 -2%
FCA
1452
FLC Capital Advisors
California
$384K -$152K -1,148 -28%
EW
1453
Evoke Wealth
California
$384K +$342K +28,395 +823%
NIG
1454
NFJ Investment Group
Texas
$382K -$25M -188,296 -98%
DF
1455
Donoghue Forlines
Massachusetts
$381K -$13.3K -100 -3%
GI
1456
Gradient Investments
Minnesota
$377K -$7.24M -54,639 -95%
SFO
1457
Stokes Family Office
Louisiana
$377K -$254K -1,913 -40%
NL
1458
NWAM LLC
Washington
$377K -$66.4K -501 -15%
FFS
1459
Founders Financial Securities
Maryland
$377K -$43.2K -326 -10%
BPFA
1460
Barnes Pettey Financial Advisors
Mississippi
$376K +$35.5K +268 +10%
TCOO
1461
Trust Company of Oklahoma
Oklahoma
$376K +$376K +2,836 New
CAM
1462
Carret Asset Management
New York
$376K +$14.2K +107 +4%
MCA
1463
Magnolia Capital Advisors
Mississippi
$376K +$33.9K +256 +10%
HIF
1464
Hill Island Financial
Michigan
$376K +$36.6K +276 +11%
PFGIA
1465
Patriot Financial Group Insurance Agency
Massachusetts
$376K +$68.9K +520 +22%
MC
1466
Mathes Company
New York
$375K -$6.64K -50 -2%
JCM
1467
Janney Capital Management
Pennsylvania
$375K +$101K +764 +37%
VWM
1468
Venturi Wealth Management
Texas
$374K -$12.3K -93 -3%
SCI
1469
S&CO Inc
Massachusetts
$374K -$1.06K -8 -0.3%
CWA
1470
Consilium Wealth Advisory
Texas
$374K -$170K -1,280 -31%
First Manhattan
1471
First Manhattan
New York
$371K +$87.2K +658 +31%
LWP
1472
Lumature Wealth Partners
Georgia
$371K +$28.6K +216 +8%
LFG
1473
Larson Financial Group
Missouri
$371K +$192K +1,451 +108%
RIA
1474
Regal Investment Advisors
Michigan
$370K +$19.5K +147 +6%
VFG
1475
V2 Financial group
Illinois
$370K