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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 %
TC
1601
Truvestments Capital
Florida
$306K -$5.47K -38 -2%
1CP
1602
17 Capital Partners
Arizona
$305K +$2.88K +20 +1%
RMCM
1603
Reynders McVeigh Capital Management
Massachusetts
$305K +$6.76K +47 +2%
WPC
1604
Waters Parkerson & Co
Louisiana
$305K +$86.2K +600 +39%
BPGAM
1605
BTG Pactual Global Asset Management
Bermuda
$303K -$1.21M -8,296 -80%
BFPW
1606
BOK Financial Private Wealth
Colorado
$301K -$52.2K -363 -15%
FC
1607
Fulcrum Capital
Washington
$300K -$69.5K -484 -19%
EP
1608
Eudaimonia Partners
Tennessee
$300K -$16.5K -115 -5%
GTAM
1609
Global Trust Asset Management
Florida
$300K +$7.9K +55 +3%
DP
1610
DDD Partners
Washington
$299K +$299K +2,081 New
JCM
1611
Janney Capital Management
Pennsylvania
$297K +$5.47K +38 +2%
MSR
1612
Main Street Research
Connecticut
$296K +$296K +2,057 New
RPWA
1613
Regent Peak Wealth Advisors
Georgia
$295K -$35.9K -250 -11%
SWM
1614
Salvus Wealth Management
New Jersey
$295K +$7.63K +53 +3%
SAM
1615
Synergy Asset Management
Washington
$295K +$32.4K +225 +12%
GAMC
1616
Garner Asset Management Corp
Texas
$294K -$51.8K -360 -15%
CPW
1617
Catalyst Private Wealth
California
$294K -$1.3K -9 -0.4%
XT
1618
XTX Topco
Cayman Islands
$294K +$76.6K +532 +35%
DI
1619
DFPG Investments
Utah
$293K +$69.6K +435 +31%
RCM
1620
RNC Capital Management
California
$292K -$3.37M -23,449 -92%
DA
1621
Duality Advisers
Florida
$292K +$292K +2,033 New
ICP
1622
Interchange Capital Partners
Pennsylvania
$291K +$2.87K +20 +1%
PP
1623
PDS Planning
Ohio
$290K -$126K -874 -30%
AP
1624
Appleton Partners
Massachusetts
$290K -$22.3K -155 -7%
LFASL
1625
Lugano Financial Advisors SA (LFA)
Switzerland
$290K +$112K +776 +63%