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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 %
SIS
1876
Sound Income Strategies
Florida
$64K +$26.3K +182 +70%
PCH
1877
Polar Capital Holdings
United Kingdom
$63.9K -$36.1K -251,020 -36%
ACA
1878
Atlas Capital Advisors
Wyoming
$63.4K -$21.6K -150 -25%
JFGIW
1879
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$63K +$5.45K +34 +9%
PWMG
1880
Prestige Wealth Management Group
New Jersey
$61K -$27K -187 -31%
HI
1881
Hudock Inc
Pennsylvania
$61K
EBA
1882
Eagle Bay Advisors
New York
$60K -$8.39K -58 -12%
FCG
1883
Financial Connections Group
California
$59K -$20.6K -145 -26%
WAM
1884
WFA Asset Management
Wisconsin
$57.5K
PCFFS
1885
Pacific Center for Financial Services
California
$57K -$197K -1,362 -78%
Belvedere Trading
1886
Belvedere Trading
Illinois
$56K +$41.7K +253 +291%
HGERS
1887
Householder Group Estate & Retirement Specialist
Arizona
$56K +$56K +396 New
PMFA
1888
Plante Moran Financial Advisors
Michigan
$55K -$25.8K -180 -32%
FA
1889
Fortis Advisors
Pennsylvania
$54K
MHR
1890
Matthew Hamilton Rosenberg
$54K +$2.9K +20 +6%
LJHT
1891
Laurie J. Hall Trustee
$53K
IFAM
1892
Institutional & Family Asset Management
Colorado
$53K +$2.17K +15 +4%
PHAM
1893
Portland Hill Asset Management
United Kingdom
$50K
CB
1894
Community Bank
New York
$50K +$4.76K +33 +11%
AAP
1895
Arax Advisory Partners
Colorado
$49K -$4.35K -30 -8%
CTB
1896
Country Trust Bank
Illinois
$49K +$5.64K +39 +13%
CCA
1897
Column Capital Advisors
Indiana
$48K
ME
1898
McIlrath & Eck
Washington
$48K
FPFS
1899
First Personal Financial Services
North Carolina
$48K +$23.9K +167 +99%
ECM
1900
Estabrook Capital Management
New York
$47.6K