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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 %
TC
1976
Trust Company
Kansas
$9K -$16.7K -111 -65%
BCM
1977
Bourgeon Capital Management
Connecticut
$9K +$4.5K +30 +100%
DFCM
1978
Dark Forest Capital Management
Puerto Rico
$9K +$9K +63 New
SAM
1979
Strategic Asset Management
Minnesota
$8K -$6.04K -43 -43%
LF
1980
Lee Financial
Texas
$8K -$5.9K -42 -42%
CMP
1981
Coston McIsaac & Partners
Maine
$8K -$143 -1 -2%
PCC
1982
Park Circle Company
Maryland
$8K
SC
1983
Schubert & Co
Texas
$8K +$1.81K +12 +29%
CSPAM
1984
Cary Street Partners Asset Management
Virginia
$8K +$8K +60 New
BCMLT
1985
Beacon Capital Management LLC (Tennessee)
Tennessee
$7K -$24.9K -153 -78%
FMP
1986
Financial Management Professionals
Texas
$7K -$21.2K -139 -75%
MFC
1987
Mechanics Financial Corp
Ohio
$7K
SL
1988
Savior LLC
Massachusetts
$7K
PP
1989
PrairieView Partners
Minnesota
$7K
FNBOSM
1990
First National Bank of South Miami
Florida
$6K -$3.41K -25 -36%
BAM
1991
Byrne Asset Management
New Jersey
$6K -$1.33K -10 -18%
EIP
1992
Ellis Investment Partners
Pennsylvania
$6K
MIM
1993
Macroview Investment Management
Maryland
$6K +$140 +1 +2%
DWA
1994
Delos Wealth Advisors
Texas
$6K +$800 +6 +15%
ODG
1995
O'Dell Group
Ohio
$6K +$6K +42 New
MWA
1996
Moser Wealth Advisors
Washington
$5K +$541 +4 +12%
RG
1997
Retirement Group
California
$4K -$39.8K -249 -91%
SSC
1998
Syverson Strege & Co
Iowa
$4K -$10.7K -75 -73%
DI
1999
Disciplined Investments
Oklahoma
$4K -$1.68K -13 -30%
RIM
2000
Ranger Investment Management
Texas
$4K