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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 %
SWP
1501
Strategic Wealth Partners
Ohio
$396K +$36.8K +256 +10%
JWM
1502
Jeppson Wealth Management
California
$395K +$50K +347 +14%
CCMD
1503
Cypress Capital Management (Delaware)
Delaware
$395K +$184K +1,279 +87%
CC
1504
Commons Capital
Massachusetts
$394K -$70.4K -490 -15%
CAM
1505
Carret Asset Management
New York
$393K -$13.2K -92 -3%
AWM
1506
Atticus Wealth Management
Florida
$389K
AA
1507
Alta Advisers
United Kingdom
$388K +$388K +2,700 New
CA
1508
Capitolis Advisors
New York
$386K
RG
1509
Rathbones Group
United Kingdom
$385K -$46K -320 -11%
VAG
1510
VisionPoint Advisory Group
Texas
$384K -$5.47K -38 -1%
CF
1511
Copperwynd Financial
Arizona
$383K -$9.35K -65 -2%
RIA
1512
Regal Investment Advisors
Michigan
$381K -$739K -5,129 -66%
LA
1513
Legacy Advisors
Pennsylvania
$381K +$381K +2,649 New
CCI
1514
Credit Capital Investments
New Jersey
$380K -$273K -1,900 -42%
PMA
1515
Prudent Man Advisors
Illinois
$380K -$2.01K -14 -0.5%
MA
1516
Montag & Associates
Georgia
$379K +$61.9K +430 +20%
EI
1517
Ellevest Inc
New York
$378K -$59.4K -413 -14%
TWM
1518
Tolleson Wealth Management
Texas
$378K
JIP
1519
Jaffetilchin Investment Partners
Florida
$377K -$48.4K -337 -11%
RFA
1520
Resurgent Financial Advisors
Georgia
$377K -$432 -3 -0.1%
IWA
1521
IVC Wealth Advisors
Pennsylvania
$376K +$9.2K +64 +3%
SC
1522
Saiph Capital
New Jersey
$375K +$7.19K +50 +2%
MTIM
1523
Marathon Trading Investment Management
Pennsylvania
$374K +$374K +2,600 New
AIM
1524
Anchor Investment Management
South Carolina
$374K +$33.1K +230 +10%
SB
1525
Sunflower Bank
Texas
$373K -$9.21K -64 -2%