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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 %
HCM
1626
Highview Capital Management
Illinois
$289K
PP
1627
Patron Partners
Texas
$289K +$18K +125 +7%
AIMC
1628
Alley Investment Management Company
Illinois
$288K
KCPG
1629
Kavar Capital Partners Group
Kansas
$287K -$10.1K -70 -3%
MMPW
1630
Mitchell McLeod Pugh & Williams
Alabama
$287K +$287K +1,992 New
ST
1631
Spinnaker Trust
Maine
$286K -$3.11M -21,617 -92%
PWS
1632
Peterson Wealth Services
Utah
$286K -$431 -3 -0.2%
DU
1633
Delphia (USA)
Ontario, Canada
$285K -$36.7K -255 -11%
MP
1634
McDonald Partners
Ohio
$285K -$19.4K -135 -6%
HW
1635
Hamilton Wealth
California
$284K -$3.35M -23,281 -92%
TWM
1636
Tradition Wealth Management
Minnesota
$283K -$21K -146 -7%
TFCP
1637
Twin Focus Capital Partners
Massachusetts
$283K +$575 +4 +0.2%
HTHT
1638
Hemenway Trust Hemenway Trust
New Hampshire
$282K
FCAG
1639
First Capital Advisors Group
New Jersey
$281K +$10.1K +70 +4%
AWE
1640
Avidian Wealth Enterprises
Texas
$281K +$33.2K +231 +13%
ESCM
1641
Echo Street Capital Management
New York
$281K +$75.6K +526 +37%
SCA
1642
STALEY CAPITAL ADVISERS
Pennsylvania
$280K
CC
1643
Corton Capital
Ontario, Canada
$279K +$279K +1,942 New
HCA
1644
Hyperion Capital Advisors
New York
$278K
APW
1645
Austin Private Wealth
Texas
$278K +$31.9K +222 +13%
PWMAG
1646
Pinnacle Wealth Management Advisory Group
New Jersey
$276K +$23.7K +165 +9%
LAM
1647
L2 Asset Management
Massachusetts
$276K +$34.2K +238 +14%
PFM
1648
Privium Fund Management
Netherlands
$275K -$2.73M -18,578 -91%
SAM
1649
Strategy Asset Managers
California
$275K +$275K +1,910 New
SWM
1650
Silverlake Wealth Management
Vermont
$272K +$863 +6 +0.3%