CRM icon

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 %
BBNA
1551
Bremer Bank National Association
Minnesota
$346K -$99.7K -694 -22%
BAS
1552
Brown Advisory Securities
Maryland
$346K -$25K -174 -7%
HLOC
1553
H.L. Ormond & Company
North Carolina
$345K +$120K +832 +53%
MC
1554
Machina Capital
France
$344K +$70.5K +490 +26%
LSPW
1555
Lake Street Private Wealth
Illinois
$343K -$18.4K -128 -5%
SWA
1556
Sutton Wealth Advisors
Florida
$341K -$7.34K -51 -2%
SP
1557
Symmetry Partners
Connecticut
$341K -$276K -1,918 -45%
AIS
1558
AM Investment Strategies
Tennessee
$341K +$66.7K +464 +24%
AC
1559
AlphaCore Capital
California
$340K +$143K +995 +73%
LCM
1560
Laurion Capital Management
New York
$340K +$340K +2,367 New
SIM
1561
SSI Investment Management
California
$338K +$576 +4 +0.2%
WAG
1562
Winthrop Advisory Group
Massachusetts
$337K -$720 -5 -0.2%
KCIA
1563
Kingsbury Capital Investment Advisors
Illinois
$336K
FFC
1564
First Financial Corp
Indiana
$335K +$3.03K +21 +0.9%
WCM
1565
WealthBridge Capital Management
Ohio
$334K
PHS
1566
Pekin Hardy Strauss
Illinois
$334K +$76.9K +535 +30%
PFGIA
1567
Patriot Financial Group Insurance Agency
Massachusetts
$333K +$83.6K +581 +34%
PA
1568
Parkside Advisors
California
$331K -$720 -5 -0.2%
CSI
1569
Cross Staff Investments
New York
$331K
T
1570
TCWP
Ohio
$330K -$12.4K -86 -4%
SWA
1571
SOA Wealth Advisors
New York
$330K +$9.2K +64 +3%
HCM
1572
Hengehold Capital Management
Ohio
$328K +$1.44K +10 +0.4%
CIM
1573
CIM Investment Management
Pennsylvania
$327K
DJYG
1574
David J. Yvars Group
Florida
$325K -$29.5K -205 -8%
NWA
1575
New World Advisors
Massachusetts
$325K +$50.6K +352 +18%