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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 %
SAM
1526
Secure Asset Management
Michigan
$372K +$22K +153 +6%
VWA
1527
Visionary Wealth Advisors
Illinois
$371K -$52.3K -364 -12%
LWP
1528
Lumature Wealth Partners
Georgia
$371K -$30.6K -213 -8%
MCA
1529
Magnolia Capital Advisors
Mississippi
$371K -$16K -111 -4%
BPFA
1530
Barnes Pettey Financial Advisors
Mississippi
$370K -$2.74K -19 -0.7%
SFPG
1531
Stonebridge Financial Planning Group
Florida
$368K -$7.19K -50 -2%
HIF
1532
Hill Island Financial
Michigan
$368K
WCFA
1533
Walkner Condon Financial Advisors
Wisconsin
$368K +$3.03K +21 +0.8%
CA
1534
Crumly & Associates
Illinois
$368K +$7.92K +55 +2%
OIS
1535
Okabena Investment Services
Minnesota
$368K +$168K +1,166 +84%
AF
1536
Advisornet Financial
Minnesota
$366K -$89.1K -620 -20%
CCT
1537
Chemung Canal Trust
New York
$366K -$74.3K -518 -17%
KFGK
1538
Keystone Financial Group (Kentucky)
Kentucky
$366K +$39K +271 +12%
SGA
1539
Seaport Global Advisors
Massachusetts
$365K +$35.6K +248 +11%
PNC
1540
Park National Corp
Ohio
$364K -$14.8K -103 -4%
NAS
1541
Nicolet Advisory Services
Wisconsin
$363K +$68.8K +472 +23%
TCM
1542
Traynor Capital Management
Pennsylvania
$363K +$94.5K +657 +35%
VA
1543
Valmark Advisers
Ohio
$361K -$4.31K -30 -1%
KFI
1544
Key Financial Inc
Pennsylvania
$361K +$3.74K +26 +1%
BOH
1545
Bank of Hawaii
Hawaii
$360K -$954K -6,625 -73%
FBC
1546
Fairfield, Bush & Co
Connecticut
$359K -$32K -222 -8%
CWP
1547
Concord Wealth Partners
Virginia
$359K +$18.3K +127 +5%
BFC
1548
Blue Fin Capital
Rhode Island
$354K +$14.4K +100 +4%
AWM
1549
Angeles Wealth Management
California
$352K -$11.1K -77 -3%
BTW
1550
Boston Trust Walden
Massachusetts
$347K +$23K +160 +7%