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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 %
Simplex Trading
1926
Simplex Trading
Illinois
$31K +$28.7K +200 +1,250%
CDIA
1927
Capital Directions Investment Advisors
Georgia
$30K -$67K -403 Closed
DWP
1928
Destiny Wealth Partners
Florida
$30K -$8.67K -61 -22%
SC
1929
Siena Capital
Ohio
$30K
GIA
1930
GHP Investment Advisors
Colorado
$30K +$15.9K +110 +113%
CAC
1931
Cowen and Company
New York
$30K +$22.5K +18,750 +300%
PCTC
1932
Perkins Coie Trust Company
Washington
$29K -$10.3K -72 -26%
APC
1933
Aspire Private Capital
North Carolina
$29K
Cohen & Steers
1934
Cohen & Steers
New York
$29K
EA
1935
Emerald Advisers
Pennsylvania
$29K
IAMOG
1936
Investors Asset Management of Georgia
Georgia
$29K +$24.2K +167 +506%
FFA
1937
Fairfield Financial Advisors
Massachusetts
$27.3K
HFS
1938
HBC Financial Services
Washington
$25K -$7.14K -50 -22%
TC
1939
Tacita Capital
Ontario, Canada
$25K
TCM
1940
Tradewinds Capital Management
Washington
$24K -$142 -1 -0.6%
CWM
1941
CarsonAllaria Wealth Management
Illinois
$24K
MG
1942
MilWealth Group
Wisconsin
$23.7K
BAM
1943
Bellevue Asset Management
Washington
$23K +$2.97K +20 +15%
HWA
1944
HHM Wealth Advisors
Tennessee
$22K -$82.9K -569 -79%
FPB
1945
First PREMIER Bank
South Dakota
$22K +$3.31K +23 +18%
CAM
1946
Costello Asset Management
Pennsylvania
$21K
FWA
1947
FSC Wealth Advisors
New York
$21K
PK
1948
Pflug Koory
Nebraska
$21K +$8.11K +56 +63%
NIC
1949
Northwest Investment Counselors
Oregon
$20K -$6.62K -46 -25%
TAM
1950
Tucker Asset Management
Colorado
$19.3K +$3.58K +22 +23%