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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 %
PWPS
1476
Pinnacle Wealth Planning Services
Ohio
$426K -$502K -3,490 -54%
SIM
1477
Studio Investment Management
Illinois
$425K +$129K +898 +44%
PIA
1478
Perennial Investment Advisors
California
$425K -$254K -1,764 -37%
CP
1479
Castleview Partners
Texas
$423K +$393K +2,731 +1,313%
DWM
1480
Drive Wealth Management
Utah
$421K -$68.2K -474 -14%
SC
1481
Solstein Capital
California
$420K
VWM
1482
Venturi Wealth Management
Texas
$419K +$179K +1,242 +74%
FNBT
1483
FineMark National Bank & Trust
Florida
$417K -$11.8K -82 -3%
AC
1484
Addison Capital
Pennsylvania
$417K
BC
1485
Bowman & Company
Wisconsin
$415K +$13.2K +92 +3%
MC
1486
Mathes Company
New York
$414K -$2.03M -14,114 -83%
PGWM
1487
Pitti Group Wealth Management
New York
$414K +$863 +6 +0.2%
DFA
1488
Delta Financial Advisors
Louisiana
$414K +$14.4K +100 +4%
CIAS
1489
Capital Investment Advisory Services
North Carolina
$413K -$109K -756 -21%
RIM
1490
Redwood Investment Management
Arizona
$410K +$410K +2,848 New
CP
1491
Camelot Portfolios
Ohio
$406K -$138K -959 -25%
GF
1492
Gabelli Funds
New York
$406K -$39.6K -275 -9%
SCI
1493
S&CO Inc
Massachusetts
$406K
MCC
1494
Money Concepts Capital
Florida
$404K -$37.8K -263 -9%
VFG
1495
V2 Financial group
Illinois
$401K -$22.4K -156 -5%
AWM
1496
Accurate Wealth Management
Florida
$399K +$201K +1,373 +102%
RC
1497
Rovin Capital
Arizona
$398K +$6.05K +42 +2%
BFA
1498
Beaumont Financial Advisors
Massachusetts
$398K +$6.47K +45 +2%
TA
1499
TFG Advisers
Michigan
$397K -$28.9K -201 -7%
CC
1500
Centiva Capital
New York
$396K +$172K +1,194 +77%