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Salesforce

2,124 hedge funds and large institutions have $127B invested in Salesforce in 2022 Q2 according to their latest regulatory filings, with 136 funds opening new positions, 942 increasing their positions, 834 reducing their positions, and 244 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,124
Holders Change
-142
Holders Change %
-6.27%
% of All Funds
35.91%
Holding in Top 10
88
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-10.2%
% of All Funds
1.49%
New
136
Increased
942
Reduced
834
Closed
244
Calls
$3.81B
Puts
$3.56B
Net Calls
+$244M
Net Calls Change
+$724M
Name Holding Trade Value Shares
Change
Shares
Change %
RIM
1926
Rockbridge Investment Management
New York
$114K -$27.1K -164 -19%
Kayne Anderson Rudnick Investment Management
1927
Kayne Anderson Rudnick Investment Management
California
$113K -$7.92K -48 -7%
SIAP
1928
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$113K +$8.24K +50 +8%
SIMG
1929
Stephens Investment Management Group
Texas
$112K
BCM
1930
Blume Capital Management
California
$106K +$1.66K +10 +2%
OIA
1931
Optimum Investment Advisors
Illinois
$105K +$827 +5 +0.8%
HDIM
1932
Hanson & Doremus Investment Management
Vermont
$105K +$1.81K +11 +2%
LFG
1933
Larson Financial Group
Missouri
$103K -$18.6K -113 -15%
PWMG
1934
Prestige Wealth Management Group
New Jersey
$101K -$230K -1,392 -70%
C
1935
Covestor
United Kingdom
$98K -$4.46K -27 -4%
ACA
1936
Atlas Capital Advisors
Wyoming
$97.5K -$177K -1,074 -65%
MW
1937
Milestone Wealth
New York
$97K -$7.42K -45 -7%
PMFA
1938
Plante Moran Financial Advisors
Michigan
$93K +$7.26K +44 +8%
MCM
1939
MV Capital Management
Maryland
$93K +$15.7K +95 +20%
AIM
1940
Arcadia Investment Management
Michigan
$92K
KIG
1941
Kessler Investment Group
Indiana
$92K
FCG
1942
Financial Connections Group
California
$92K +$23.8K +145 +35%
VC
1943
Vestor Capital
Illinois
$91K -$662 -4 -0.7%
AIC
1944
Archer Investment Corporation
Indiana
$89.1K
HFS
1945
Heritage Financial Services
Massachusetts
$89K +$89K +544 New
EARNEST Partners
1946
EARNEST Partners
Georgia
$88K +$16.4K +100 +23%
BDWM
1947
Brewin Dolphin Wealth Management
Ireland
$87K +$7.24K +44 +9%
OA
1948
Operose Advisors
Wisconsin
$86K
SWM
1949
Sugarloaf Wealth Management
Georgia
$85K +$21.8K +132 +34%
LCM
1950
Logan Capital Management
Pennsylvania
$84K