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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 %
SC
1951
Sierra Capital
Florida
$5K -$200K -1,361 -98%
LAM
1952
Lakewood Asset Management
Illinois
$5K +$5K +40 New
SC
1953
Schubert & Co
Texas
$4.77K -$2.25K -17 -32%
SIC
1954
SJS Investment Consulting
Ohio
$4.77K +$1.46K +11 +44%
PS
1955
PayPay Securities
Japan
$4.64K +$4.64K +35 New
TWD
1956
True Wealth Design
Ohio
$4.24K +$4.24K +32 New
FCT
1957
First Community Trust
Iowa
$4K +$4K +33 New
BCM
1958
Bourgeon Capital Management
Connecticut
$3.98K -$3.98K -30 -50%
MBFW
1959
Morton Brown Family Wealth
Pennsylvania
$3.98K
PP
1960
Pacifica Partners
Canada
$3.92K
VWM
1961
Valley Wealth Managers
New Jersey
$3.85K +$3.85K +29 New
RIM
1962
Ranger Investment Management
Texas
$3.71K
SSC
1963
Syverson Strege & Co
Iowa
$3.71K
DI
1964
Disciplined Investments
Oklahoma
$3.58K -$530 -4 -13%
ECM
1965
Everence Capital Management
Indiana
$3.54K +$81 +613 +2%
YAL
1966
Your Advocates Ltd
Texas
$3.18K
LSA
1967
Lansing Street Advisors
Pennsylvania
$3.18K
IAA
1968
Independent Advisor Alliance
North Carolina
$3K -$392 -2,959 -12%
BG
1969
Bollard Group
Massachusetts
$3K
RBC
1970
Roble Belko & Company
Pennsylvania
$3K
CWA
1971
Carolina Wealth Advisors
South Carolina
$3K
ST
1972
Sageworth Trust
Pennsylvania
$3K +$500 +4 +20%
WBC
1973
West Branch Capital
Massachusetts
$2.74K -$1.04M -7,935 -100%
IWP
1974
IAG Wealth Partners
Wisconsin
$2.65K -$7.69K -58 -74%
TCM
1975
TD Capital Management
Tennessee
$2.65K