CRM icon

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 %
AA
1951
AlphaMark Advisors
Kentucky
$19K +$9.21K +64 +94%
MA
1952
MCF Advisors
Kentucky
$18K
CHA
1953
Carmichael Hill & Associates
Maryland
$17K
CMA
1954
Cedar Mountain Advisors
Oregon
$16K
RA
1955
Rational Advisors
New York
$16K +$143 +1 +0.9%
ARMC
1956
American Research & Management Company
Massachusetts
$16K +$10.3K +73 +183%
TLCM
1957
Twin Lakes Capital Management
California
$16K +$16K +108 New
ONST
1958
Old North State Trust
North Carolina
$16K +$16K +114 New
BBPWM
1959
Blue Bell Private Wealth Management
Pennsylvania
$15K
PO
1960
Private Ocean
California
$15K +$4.1K +29 +38%
BA
1961
Bellwether Advisors
Nebraska
$15K +$14.6K +108 +3,600%
LFA
1962
Legend Financial Advisors
Pennsylvania
$14.8K +$14.8K +103 New
BC
1963
Barrett & Company
Rhode Island
$14.6K +$14.6K +110 New
WAM
1964
Worth Asset Management
Texas
$14K -$5.04K -36 -26%
DAC
1965
Dividend Assets Capital
South Carolina
$14K -$1.54K -11 -10%
SMG
1966
Spectrum Management Group
Indiana
$14K +$8.4K +60 +150%
AFS
1967
Annapolis Financial Services
Maryland
$14K +$13.3K +94 +1,880%
SC
1968
Steph & Co
Wisconsin
$13K
CWA
1969
Clearview Wealth Advisors
Oregon
$12K -$14.1K -95 -54%
KFS
1970
Kelly Financial Services
Massachusetts
$11.4K
DMKJ
1971
David M. Knott Jr
$11K
RCM
1972
Raleigh Capital Management
North Carolina
$11K +$4.31K +29 +64%
IWP
1973
IAG Wealth Partners
Wisconsin
$11K +$8.18K +58 +290%
FP
1974
Financial Perspectives
Minnesota
$10.8K
TFA
1975
Toth Financial Advisory
Virginia
$9K -$201K -1,337 -96%