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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 %
PO
1901
Private Ocean
California
$16.8K +$2.78K +21 +20%
HWA
1902
HHM Wealth Advisors
Tennessee
$16.7K -$3.32K -25 -17%
AP
1903
Arlington Partners
Alabama
$15.9K -$164K -1,239 -91%
TAM
1904
Tucker Asset Management
Colorado
$15.8K
ONST
1905
Old North State Trust
North Carolina
$15K
RA
1906
Rational Advisors
New York
$14.9K
CMA
1907
Cedar Mountain Advisors
Oregon
$14.7K
BC
1908
Barrett & Company
Rhode Island
$14.6K
BAM
1909
Byrne Asset Management
New Jersey
$14.6K +$8.62K +65 +144%
GFL
1910
Granite FO LLC
New Hampshire
$14.3K +$14.3K +89 New
TVWM
1911
Tower View Wealth Management
Wisconsin
$14K
FFL
1912
Financial Freedom LLC
Ohio
$13.9K +$13.9K +105 New
LFA
1913
Legend Financial Advisors
Pennsylvania
$13.7K
BBPWM
1914
Blue Bell Private Wealth Management
Pennsylvania
$13.4K -$133 -1 -1%
OCM
1915
Osterweis Capital Management
California
$13.3K -$16.4K -124 -55%
TC
1916
Tacita Capital
Ontario, Canada
$13K -$9.62K -74 -43%
DAC
1917
Dividend Assets Capital
South Carolina
$13K
OA
1918
Operose Advisors
Wisconsin
$12.7K -$56.5K -426 -82%
CTA
1919
Colonial Trust Advisors
South Carolina
$12.2K +$12.2K +92 New
SC
1920
Steph & Co
Wisconsin
$12K
MA
1921
MCF Advisors
Kentucky
$11.1K -$5.17K -39 -32%
LF
1922
Lee Financial
Texas
$11.1K +$3.58K +27 +47%
JMF
1923
Johnson Midwest Financial
Iowa
$11K +$8.25K +60 +300%
TCWA
1924
Ten Capital Wealth Advisors
Washington
$10.5K -$22.5K -170 -68%
KFS
1925
Kelly Financial Services
Massachusetts
$10.5K