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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 %
CWC
1926
Carolinas Wealth Consulting
North Carolina
$10.3K -$50.9K -384 -83%
VCM
1927
Vigilant Capital Management
Maine
$10K -$128K -957 -93%
DMKJ
1928
David M. Knott Jr
$10K
VF
1929
VitalStone Financial
Texas
$10K +$10K +75 New
SFG
1930
Steward Financial Group
Texas
$10K +$10K +76 New
FP
1931
Financial Perspectives
Minnesota
$9.94K
PFG
1932
Piershale Financial Group
Illinois
$9.94K +$9.94K +75 New
MSCM
1933
McElhenny Sheffield Capital Management
Texas
$9.53K +$9.53K +86 New
CAM
1934
Costello Asset Management
Pennsylvania
$9.15K -$9.81K -74 -52%
FWA
1935
FSC Wealth Advisors
New York
$9.02K -$10.2K -77 -53%
NC
1936
NewSquare Capital
Pennsylvania
$8.49K +$8.49K +64 New
TC
1937
Trust Company
Kansas
$8K
MWC
1938
MBM Wealth Consultants
Missouri
$8K +$8K +57 New
AFS
1939
Annapolis Financial Services
Maryland
$7.82K -$5.3K -40 -40%
CWA
1940
Clearview Wealth Advisors
Oregon
$7.56K -$3.18K -24 -30%
PCC
1941
Park Circle Company
Maryland
$7.16K
MFC
1942
Mechanics Financial Corp
Ohio
$7K
BWA
1943
Boulder Wealth Advisors
Colorado
$7K +$7K +50 New
NECFA
1944
New England Capital Financial Advisors
Connecticut
$6.81K +$6.81K +45 New
SL
1945
Savior LLC
Massachusetts
$6.63K
PP
1946
PrairieView Partners
Minnesota
$6K
FNBOSM
1947
First National Bank of South Miami
Florida
$6K
DWA
1948
Delos Wealth Advisors
Texas
$5.97K
GFWA
1949
Grey Fox Wealth Advisors
Delaware
$5.97K +$5.97K +45 New
MPCL
1950
My Personal CFO LLC
Washington
$5.57K +$5.57K +42 New