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Salesforce

2,011 hedge funds and large institutions have $101B invested in Salesforce in 2022 Q4 according to their latest regulatory filings, with 230 funds opening new positions, 611 increasing their positions, 997 reducing their positions, and 218 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,011
Holders Change
-33
Holders Change %
-1.61%
% of All Funds
32.45%
Holding in Top 10
59
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-25.32%
% of All Funds
0.95%
New
230
Increased
611
Reduced
997
Closed
218
Calls
$2.93B
Puts
$3.06B
Net Calls
-$123M
Net Calls Change
+$320M
Name Holding Trade Value Shares
Change
Shares
Change %
AA
1826
Addison Advisors
Vermont
$48.4K +$17.9K +135 +59%
LJHT
1827
Laurie J. Hall Trustee
$48K
AWM
1828
Atticus Wealth Management
Florida
$46K -$266K -2,007 -85%
CB
1829
Community Bank
New York
$46K
AIC
1830
Archer Investment Corporation
Indiana
$44.9K -$44.2K -333 -50%
MFG
1831
Mendota Financial Group
Wisconsin
$44.7K +$44.7K +337 New
FPFS
1832
First Personal Financial Services
North Carolina
$44.6K
CSWM
1833
Cassady Schiller Wealth Management
Ohio
$44.3K +$44.3K +334 New
CCA
1834
Column Capital Advisors
Indiana
$44.2K
ECM
1835
Estabrook Capital Management
New York
$43.9K
3IP
1836
3Chopt Investment Partners
Virginia
$43.6K +$43.6K +329 New
MHR
1837
Matthew Hamilton Rosenberg
$42.3K -$7.03K -53 -14%
Q
1838
QVR
California
$41.5K -$796K -6,007 -95%
ME
1839
McIlrath & Eck
Washington
$41.5K -$2.65K -20 -6%
BIA
1840
Bell Investment Advisors
California
$41.5K -$1.46K -11 -3%
MLA
1841
MB, Levis & Associates
Pennsylvania
$41.2K +$41.2K +311 New
PHAM
1842
Portland Hill Asset Management
United Kingdom
$41K
FCMT
1843
Founders Capital Management (Texas)
Texas
$40K
ACM
1844
Antonetti Capital Management
Florida
$39.8K -$19.9K -150 -33%
RCG
1845
Rock Creek Group
District of Columbia
$39.5K -$23.3K -176 -37%
LCM
1846
Logan Capital Management
Pennsylvania
$39.5K -$20.9K -158 -35%
GFPC
1847
Global Financial Private Client
Florida
$38.8K
DAM
1848
Delta Asset Management
Tennessee
$38.7K +$38.7K +292 New
IFAM
1849
Institutional & Family Asset Management
Colorado
$38.6K -$9.94K -75 -20%
GA
1850
GoalVest Advisory
New York
$38.6K