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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 %
CT
1826
Clearstead Trust
Maine
$115K
TFS
1827
TrustCore Financial Services
Tennessee
$110K -$24.7K -172 -18%
TFM
1828
TFC Financial Management
Massachusetts
$110K
MAWCM
1829
Mine & Arao Wealth Creation & Management
California
$110K +$1.44K +10 +1%
FCFS
1830
First Command Financial Services
Texas
$108K -$6.34K -44 -6%
FCB
1831
First Command Bank
Texas
$108K -$6.34K -44 -6%
ARIS
1832
Advanced Research Investment Solutions
California
$106K +$106K +740 New
T
1833
TOBAM
France
$102K -$93.5K -647 -48%
UID
1834
Union Investments & Development
Israel
$101K
MCM
1835
Magnolia Capital Management
New York
$101K
IUHSA
1836
Itau Unibanco Holding S.A.
Brazil
$101K +$101K +705 New
Kayne Anderson Rudnick Investment Management
1837
Kayne Anderson Rudnick Investment Management
California
$98K -$1.01K -7 -1%
SIMG
1838
Stephens Investment Management Group
Texas
$98K
WOC
1839
West Oak Capital
California
$97K -$18.7K -130 -16%
AIC
1840
Archer Investment Corporation
Indiana
$96.7K +$19K +132 +24%
HR
1841
Howe & Rusling
New York
$96K -$5.34K -37 -5%
OIA
1842
Optimum Investment Advisors
Illinois
$91K
HDIM
1843
Hanson & Doremus Investment Management
Vermont
$90K -$1.58K -11 -2%
BCM
1844
Blume Capital Management
California
$86K -$5.73K -40 -6%
MW
1845
Milestone Wealth
New York
$84K
AIM
1846
Axiom Investment Management
New York
$83K +$83K +571 New
DIP
1847
DT Investment Partners
Pennsylvania
$82K +$82K +570 New
MCM
1848
MV Capital Management
Maryland
$81K +$573 +4 +0.7%
T2I
1849
Turim 21 Investimentos
Brazil
$81K +$81K +563 New
C
1850
Covestor
United Kingdom
$80K -$5.01K -35 -6%