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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 %
TF
1701
Tompkins Financial
New York
$239K -$6.48K -45 -3%
AWM
1702
Aevitas Wealth Management
Massachusetts
$239K -$2.15K -15 -0.9%
IIC
1703
Integrated Investment Consultants
Michigan
$239K +$14.7K +102 +7%
CIP
1704
Convergence Investment Partners
Florida
$239K +$27.1K +188 +13%
NJBEST
1705
New Jersey Better Educational Savings Trust
New Jersey
$238K
AF
1706
Apexium Financial
Texas
$238K +$238K +1,651 New
WIM
1707
Westside Investment Management
California
$236K +$79.9K +1,800 +51%
LWA
1708
Lineweaver Wealth Advisors
Ohio
$236K -$484K -3,317 -67%
AWAP
1709
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$236K +$236K +1,640 New
JFA
1710
JNBA Financial Advisors
Minnesota
$235K -$23.4K -163 -9%
PCP
1711
Proficio Capital Partners
Massachusetts
$235K -$15K -115 -6%
CPA
1712
Capital Performance Advisors
California
$234K -$11.1K -77 -5%
CBT
1713
CoreFirst Bank & Trust
Kansas
$233K +$7.34K +51 +3%
MCC
1714
Malaga Cove Capital
California
$233K +$233K +1,620 New
CWA
1715
Canvas Wealth Advisors
Kansas
$232K +$232K +1,452 New
GLA
1716
Great Lakes Advisors
Illinois
$231K -$26.9K -187 -10%
AA
1717
Apriem Advisors
California
$231K -$10.8K -75 -4%
LGA
1718
Lebenthal Global Advisors
New York
$230K -$22.5K -157 -9%
QCIG
1719
Quad-Cities Investment Group
Iowa
$228K +$2.88K +20 +1%
SFI
1720
SPC Financial Inc
Maryland
$227K +$2.88K +20 +1%
PAG
1721
Powers Advisory Group
Illinois
$227K +$3.59K +25 +2%
WRM
1722
Weybosset Research & Management
Rhode Island
$227K +$18K +125 +9%
FSA
1723
Fort Sheridan Advisors
Illinois
$226K -$2.15K -15 -0.9%
NGA
1724
Naples Global Advisors
Florida
$226K +$27.2K +189 +14%
HTC
1725
Haverford Trust Company
Pennsylvania
$226K +$226K +1,570 New