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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 %
TF
1726
Tompkins Financial
New York
$281K +$48.1K +292 +21%
CFO
1727
CVA Family Office
Colorado
$279K -$73.9K -448 -21%
CPWA
1728
Cerro Pacific Wealth Advisors
California
$279K -$1.65K -10 -0.6%
AWM
1729
Aevitas Wealth Management
Massachusetts
$277K
LAM
1730
L2 Asset Management
Massachusetts
$277K +$9.73K +59 +4%
AA
1731
Apriem Advisors
California
$277K +$37.9K +230 +16%
HS
1732
HighVista Strategies
Massachusetts
$277K +$277K +1,676 New
CCM
1733
Conway Capital Management
California
$276K -$113K -685 -29%
VWM
1734
Venturi Wealth Management
Texas
$276K -$80.1K -485 -22%
PPW
1735
Pinnacle Private Wealth
Massachusetts
$274K -$155K -941 -36%
NJBEST
1736
New Jersey Better Educational Savings Trust
New Jersey
$273K
EAM
1737
Evanson Asset Management
California
$272K +$56K +339 +26%
MA
1738
MONECO Advisors
Connecticut
$270K +$25.9K +157 +11%
NFSG
1739
Newbridge Financial Services Group
Florida
$268K -$27.7K -168 -9%
CPA
1740
Cardiff Park Advisors
California
$267K -$22.1K -134 -8%
IA
1741
IFG Advisory
Georgia
$266K +$30.3K +184 +13%
WIA
1742
World Investment Advisors
California
$264K -$13.7K -72 -5%
P
1743
&Partners
Tennessee
$264K +$16K +97 +6%
WRM
1744
Weybosset Research & Management
Rhode Island
$264K +$264K +1,450 New
BMM
1745
Buffington Mohr McNeal
Idaho
$262K -$597K -3,612 -69%
FSA
1746
Fort Sheridan Advisors
Illinois
$262K -$28K -170 -10%
Pacer Advisors
1747
Pacer Advisors
Pennsylvania
$261K -$12M -72,517 -98%
BBL
1748
Beck Bode LLC
Massachusetts
$261K +$62.1K +376 +31%
PFA
1749
Pathway Financial Advisors
Vermont
$259K
CBT
1750
CoreFirst Bank & Trust
Kansas
$259K