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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 %
FCM
1726
Fourpath Capital Management
Oklahoma
$225K -$32.9K -229 -13%
MA
1727
MONECO Advisors
Connecticut
$225K -$11K -76 -5%
MPW
1728
MGO Private Wealth
California
$225K +$225K +1,562 New
EFG
1729
Everhart Financial Group
Ohio
$223K -$317K -2,204 -59%
CWS
1730
Confluence Wealth Services
Pennsylvania
$223K -$42.4K -295 -16%
CCA
1731
Cobblestone Capital Advisors
New York
$223K
RT
1732
Rockland Trust
Massachusetts
$223K +$14.4K +100 +7%
WWP
1733
Waypoint Wealth Partners
California
$222K -$1.15K -8 -0.5%
JGIA
1734
Jackson Grant Investment Advisers
Connecticut
$221K
PFA
1735
Pathway Financial Advisors
Vermont
$220K -$5.46K -38 -2%
CWM
1736
CCG Wealth Management
California
$220K +$6.92K +48 +3%
MSFS
1737
Main Street Financial Solutions
Pennsylvania
$219K +$31K +216 +17%
BMM
1738
Buffington Mohr McNeal
Idaho
$218K -$10.1K -70 -4%
CH
1739
Canton Hathaway
Rhode Island
$218K -$3.6K -25 -2%
BB
1740
Busey Bank
Illinois
$218K +$3.45K +24 +2%
GCP
1741
GSA Capital Partners
United Kingdom
$217K -$49.4K -343 -19%
AA
1742
Ancora Advisors
Ohio
$217K -$45.8K -319 -17%
MCM
1743
Mengis Capital Management
Oregon
$217K
MSA
1744
Marino Stram & Associates
Massachusetts
$217K +$14.4K +100 +7%
MFG
1745
Magnus Financial Group
New York
$217K +$20.8K +145 +11%
CL
1746
Choreo LLC
Illinois
$217K +$217K +1,511 New
AAP
1747
Aristotle Atlantic Partners
Florida
$216K -$10.7M -74,553 -98%
CAAS
1748
Capital Asset Advisory Services
Michigan
$216K -$111K -770 -34%
PL
1749
Parthenon LLC
Kentucky
$216K -$72K -500 -25%
CWM
1750
Connecticut Wealth Management
Connecticut
$216K +$39.8K +276 +23%