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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 %
AWG
1676
Altus Wealth Group
Colorado
$254K
CPA
1677
Capital Planning Advisors
California
$253K -$28K -194 -10%
DWA
1678
Dougherty Wealth Advisers
Minnesota
$253K
CPWA
1679
Cerro Pacific Wealth Advisors
California
$253K +$9.08K +63 +4%
CAG
1680
Csenge Advisory Group
Florida
$252K -$33.4K -232 -12%
CWP
1681
Curated Wealth Partners
California
$251K
HCP
1682
Hexagon Capital Partners
Arkansas
$250K +$38.5K +267 +18%
SQA
1683
Simon Quick Advisors
New Jersey
$250K +$65.7K +456 +36%
LFA
1684
Legacy Financial Advisors
Kentucky
$249K -$142K -989 -36%
MWM
1685
Modera Wealth Management
New Jersey
$249K +$2.87K +20 +1%
WF
1686
Wayfinding Financial
Washington
$248K -$6.47K -45 -3%
P
1687
&Partners
Tennessee
$248K +$17.8K +124 +8%
WP
1688
WMS Partners
Maryland
$247K -$18.8K -131 -7%
SICM
1689
Sustainable Insight Capital Management
New York
$246K -$14.4K -100 -6%
ABC
1690
Associated Banc-Corp
Wisconsin
$245K -$56.4K -391 -19%
WDL
1691
Well Done LLC
Michigan
$245K +$19.7K +137 +9%
GWANC
1692
Guardian Wealth Advisors (North Carolina)
North Carolina
$245K +$245K +1,701 New
FAM
1693
Formidable Asset Management
Ohio
$244K +$6.56K +40 +3%
PB
1694
Pinnacle Bancorp
Nebraska
$243K -$10.8K -75 -4%
WA
1695
Waverly Advisors
Alabama
$243K +$47.8K +333 +24%
HS
1696
HighVista Strategies
Massachusetts
$241K
IGWM
1697
ICA Group Wealth Management
Colorado
$241K +$7.49K +52 +3%
BIA
1698
Bigelow Investment Advisors
Maine
$241K +$241K +1,673 New
CCM
1699
Conway Capital Management
California
$241K
BBL
1700
Beck Bode LLC
Massachusetts
$240K +$12.5K +87 +6%