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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 %
MBFW
2001
Morton Brown Family Wealth
Pennsylvania
$4K
BG
2002
Bollard Group
Massachusetts
$4K
RBC
2003
Roble Belko & Company
Pennsylvania
$4K
CWA
2004
Carolina Wealth Advisors
South Carolina
$4K
PP
2005
Pacifica Partners
Canada
$4K
SIC
2006
SJS Investment Consulting
Ohio
$4K +$4K +25 New
FIA
2007
FNY Investment Advisers
New York
$3K -$30.4K -253 -91%
YAL
2008
Your Advocates Ltd
Texas
$3K
ST
2009
Sageworth Trust
Pennsylvania
$3K
LSA
2010
Lansing Street Advisors
Pennsylvania
$3K
LWA
2011
Lowe Wealth Advisors
Maryland
$3K
PCA
2012
Providence Capital Advisors
North Carolina
$3K
DCM
2013
Davidson Capital Management
Texas
$3K +$632 +4 +27%
TCM
2014
TD Capital Management
Tennessee
$3K +$3K +20 New
PI
2015
PFS Investments
Georgia
$2.16K +$159 +1,103 +8%
MOS
2016
MGO One Seven
Ohio
$2.12K -$13 -48 -0.6%
Parallax Volatility Advisers
2017
Parallax Volatility Advisers
California
$2K -$16.3M -105,897 -100%
AP
2018
Atwood & Palmer
Missouri
$2K -$9.33K -70 -82%
CA
2019
Centerpoint Advisors
Massachusetts
$2K
TFA
2020
Transamerica Financial Advisors
Florida
$2K +$923 +6 +86%
FSWA
2021
Financial Synergies Wealth Advisors
Texas
$1.87K
EWM
2022
Executive Wealth Management
Michigan
$1.57K -$9.56K -9,563 -86%
PWP
2023
Principle Wealth Partners
Connecticut
$1.3K +$182 +1,265 +16%
CMANY
2024
Capital Management Associates (New York)
New York
$1K -$972K -3,889 -100%
KFP
2025
KB Financial Partners
New Jersey
$1K -$30.8K -308 -97%