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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 %
BFG
1751
Berger Financial Group
Minnesota
$215K -$6.03K -42 -3%
FFG
1752
Ford Financial Group
California
$215K -$1.29K -9 -0.6%
VT
1753
Vise Technologies
New York
$214K +$6.75K +47 +3%
FNBSF
1754
First National Bank Sioux Falls
South Dakota
$213K +$14.4K +100 +7%
LDB
1755
Lee, Danner & Bass
Tennessee
$212K
CWM
1756
Cedar Wealth Management
California
$212K +$1.44K +10 +0.7%
WIA
1757
World Investment Advisors
California
$212K +$11.9K +83 +6%
LSA
1758
Lion Street Advisors
Texas
$212K +$41.1K +287 +24%
ZIG
1759
Zullo Investment Group
Pennsylvania
$212K +$93.6K +650 +79%
RBFC
1760
Roman Butler Fullerton & Co
Missouri
$211K -$645K -4,534 -75%
NHC
1761
Nicholas Hoffman & Company
Georgia
$211K +$30.2K +210 +17%
FMII
1762
Farmers & Merchants Investments Inc
Nebraska
$211K +$36K +250 +21%
CFA
1763
Capstone Financial Advisors
Illinois
$211K +$211K +1,465 New
GD
1764
Grandfield & Dodd
New York
$210K
SG
1765
Somerset Group
Minnesota
$210K
AWM
1766
AllSquare Wealth Management
New York
$210K
UMC
1767
United Maritime Capital
New York
$209K
HWA
1768
Heritage Wealth Advisors
Virginia
$209K -$5.75K -40 -3%
WCM
1769
Whitener Capital Management
North Carolina
$208K -$52.3K -365 -20%
PAG
1770
Private Advisory Group
Washington
$208K +$16.5K +115 +9%
FRA
1771
Frank Rimerman Advisors
California
$208K +$208K +1,444 New
VAM
1772
Vienna Asset Management
California
$207K -$196K -1,358 -49%
SAM
1773
Silvercrest Asset Management
New York
$207K -$50.3K -350 -20%
CAC
1774
Core Alternative Capital
Georgia
$207K +$51.7K +359 +33%
TNA
1775
True North Advisors
Texas
$206K -$53K -369 -20%