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Salesforce

2,124 hedge funds and large institutions have $127B invested in Salesforce in 2022 Q2 according to their latest regulatory filings, with 136 funds opening new positions, 942 increasing their positions, 834 reducing their positions, and 244 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,124
Holders Change
-142
Holders Change %
-6.27%
% of All Funds
35.91%
Holding in Top 10
88
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-10.2%
% of All Funds
1.49%
New
136
Increased
942
Reduced
834
Closed
244
Calls
$3.81B
Puts
$3.56B
Net Calls
+$244M
Net Calls Change
+$724M
Name Holding Trade Value Shares
Change
Shares
Change %
SIA
1626
SkyView Investment Advisors
New Jersey
$353K -$6.44K -39 -2%
MP
1627
McDonald Partners
Ohio
$350K -$661 -4 -0.2%
MWM
1628
Minot Wealth Management
Massachusetts
$349K -$142K -862 -29%
JWS
1629
Juncture Wealth Strategies
Arizona
$349K -$113K -682 -24%
TWM
1630
Tradition Wealth Management
Minnesota
$349K -$34K -206 -9%
KP
1631
Keel Point
Alabama
$349K -$5.85K -31 -2%
CA
1632
Crewe Advisors
Utah
$348K +$83.8K +508 +32%
1CP
1633
17 Capital Partners
Arizona
$347K -$205K -1,240 -37%
ABC
1634
Associated Banc-Corp
Wisconsin
$345K -$51.1K -310 -13%
CWS
1635
Confluence Wealth Services
Pennsylvania
$345K +$68.7K +368 +25%
RMCM
1636
Reynders McVeigh Capital Management
Massachusetts
$342K -$29.5K -179 -8%
PAA
1637
Peregrine Asset Advisers
Oregon
$341K +$341K +2,064 New
CWM
1638
C2C Wealth Management
Arizona
$340K -$31.7K -182 -9%
KCPG
1639
Kavar Capital Partners Group
Kansas
$340K
SIM
1640
Studio Investment Management
Illinois
$340K +$340K +2,059 New
WA
1641
WBH Advisory
Maryland
$339K +$102K +583 +43%
EHWM
1642
Eads & Heald Wealth Management
Georgia
$338K -$136K -825 -29%
JHP
1643
James Hambro & Partners
United Kingdom
$338K
CPW
1644
Catalyst Private Wealth
California
$338K +$20.4K +124 +6%
PFM
1645
Parsec Financial Management
North Carolina
$337K -$18.2K -110 -5%
GTAM
1646
Global Trust Asset Management
Florida
$336K -$215K -1,301 -39%
First Manhattan
1647
First Manhattan
New York
$336K -$3.29K -20 -1%
EWA
1648
Evolution Wealth Advisors
Florida
$334K -$16.6K -98 -5%
WCM
1649
WealthBridge Capital Management
Ohio
$334K -$496 -3 -0.1%
JCM
1650
Janney Capital Management
Pennsylvania
$334K +$89.4K +542 +37%