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Salesforce

2,339 hedge funds and large institutions have $195B invested in Salesforce in 2021 Q4 according to their latest regulatory filings, with 337 funds opening new positions, 1,087 increasing their positions, 689 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,339
Holders Change
+172
Holders Change %
+7.94%
% of All Funds
36.12%
Holding in Top 10
112
Holding in Top 10 Change
-45
Holding in Top 10 Change %
-28.66%
% of All Funds
1.73%
New
337
Increased
1,087
Reduced
689
Closed
131
Calls
$5.46B
Puts
$7.34B
Net Calls
-$1.87B
Net Calls Change
-$1.25B
Name Holding Trade Value Shares
Change
Shares
Change %
PIMJS
551
PKO Investment Management Joint-Stock
Poland
$10.2M +$10.2M +40,000 New
BOTW
552
Bank of the West
California
$10.1M -$263K -1,035 -3%
MIM
553
Marco Investment Management
Georgia
$10.1M +$824K +3,242 +9%
HT
554
HAP Trading
New York
$10M +$10M +39,530 New
EWM
555
Evercore Wealth Management
New York
$10M -$94K -370 -0.9%
PCM
556
Parsons Capital Management
Rhode Island
$10M +$121K +478 +1%
XWM
557
Xcel Wealth Management
Florida
$10M +$81.3K +320 +0.8%
ACA
558
Aptus Capital Advisors
Alabama
$9.98M +$1.31M +5,157 +15%
SHGA
559
Sand Hill Global Advisors
California
$9.95M -$84.1K -331 -0.8%
KAS
560
Kemnay Advisory Services
New York
$9.83M -$1.62M -6,358 -14%
WS
561
Wedbush Securities
California
$9.8M -$77.8K -306 -0.8%
CCM
562
Crossvault Capital Management
Texas
$9.76M +$320K +1,260 +3%
NIG
563
NFJ Investment Group
Texas
$9.75M -$45K -177 -0.5%
ACP
564
Ashfield Capital Partners
California
$9.62M +$1.49M +5,872 +18%
EWA
565
Exencial Wealth Advisors
Oklahoma
$9.58M -$3.18M -12,510 -25%
CAM
566
Cresset Asset Management
Illinois
$9.54M +$1.35M +5,305 +16%
AAM
567
Autus Asset Management
Arizona
$9.48M +$96.6K +380 +1%
PWAG
568
Polaris Wealth Advisory Group
California
$9.43M -$109K -429 -1%
IMC Chicago
569
IMC Chicago
Illinois
$9.41M -$5.95M -23,409 -39%
PWM
570
Perigon Wealth Management
California
$9.4M -$224K -883 -2%
Cetera Investment Advisers
571
Cetera Investment Advisers
Illinois
$9.37M +$255K +1,005 +3%
GIM
572
Grassi Investment Management
California
$9.34M +$63.5K +250 +0.7%
FNT
573
First National Trust
Pennsylvania
$9.31M -$1.66M -6,529 -15%
RC
574
RegentAtlantic Capital
New Jersey
$9.3M +$162K +639 +2%
FDCDDQ
575
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.28M +$2.39M +9,391 +35%