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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 %
PWM
1651
Prentice Wealth Management
New York
$272K +$17.7K +123 +7%
WAM
1652
WNY Asset Management
New York
$271K -$14.7K -102 -5%
ACM
1653
Ategra Capital Management
Virginia
$270K -$4.89K -34 -2%
ATPW
1654
Ashton Thomas Private Wealth
Arizona
$270K -$251K -1,745 -48%
EWA
1655
Encompass Wealth Advisors
Oregon
$266K -$168K -1,169 -39%
EWM
1656
Evermay Wealth Management
Virginia
$266K -$7.91K -55 -3%
FFL
1657
Future Fund LLC
Illinois
$265K -$10.1K -70 -4%
Bank of Montreal
1658
Bank of Montreal
Ontario, Canada
$264K -$67.2K -407,527 -20%
TRIA
1659
Trail Ridge Investment Advisors
Colorado
$263K -$204K -1,294 -44%
CCA
1660
Childress Capital Advisors
Texas
$263K -$36K -239 -12%
TWA
1661
TCI Wealth Advisors
Arizona
$263K +$15.3K +106 +6%
LP
1662
LGL Partners
Pennsylvania
$263K +$263K +1,827 New
BBW
1663
Blue Barn Wealth
Utah
$261K +$38.4K +267 +17%
PWAG
1664
Polaris Wealth Advisory Group
California
$260K -$2.26M -15,487 -90%
CAM
1665
Cubic Asset Management
Massachusetts
$259K
QC
1666
Quent Capital
New York
$259K +$90K +625 +53%
ARC
1667
Advisor Resource Council
Texas
$258K -$148K -1,028 -36%
GA
1668
Geller Advisors
New York
$258K -$138K -959 -35%
KP
1669
Keel Point
Alabama
$258K -$7.62K -53 -3%
HWMA
1670
Heritage Wealth Management (Arizona)
Arizona
$258K -$575 -4 -0.2%
PW
1671
Peninsula Wealth
California
$258K +$258K +1,792 New
KPW
1672
Kore Private Wealth
New York
$256K +$46.4K +322 +22%
DC
1673
DeDora Capital
California
$255K
TVAMP
1674
Tennessee Valley Asset Management Partners
Tennessee
$255K
PPP
1675
Private Portfolio Partners
New Jersey
$255K -$1.01K -7 -0.4%