CRM icon

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 %
PSC
651
Prentiss Smith & Co
Vermont
$7.23M -$68.4K -269 -0.9%
TW
652
Transform Wealth
Colorado
$7.23M +$3.56K +14 +0%
NA
653
NewEdge Advisors
Louisiana
$7.22M +$2.28M +8,975 +46%
CK
654
Cohen Klingenstein
New York
$7.19M -$2.05M -8,059 -22%
VPIM
655
Vanguard Personalized Indexing Management
California
$7.15M +$2.13M +8,399 +43%
ECM
656
Everence Capital Management
Indiana
$7.13M +$201K +790 +3%
FLPIM
657
F.L. Putnam Investment Management
Massachusetts
$7.1M +$100K +395 +1%
NPT
658
Nixon Peabody Trust
Massachusetts
$7.07M -$172K -677 -2%
TC
659
Tsai Capital
New York
$7.07M +$3.04M +11,950 +75%
SA
660
Strategic Advisors
New York
$7.06M +$1.45M +5,689 +26%
JCM
661
Jag Capital Management
Missouri
$7.06M +$706K +2,780 +11%
VI
662
Vestcor Inc
New Brunswick, Canada
$7.01M -$568K -2,236 -7%
CIG
663
Consolidated Investment Group
Colorado
$7.01M
SAM
664
SP Asset Management
California
$6.98M +$364K +1,567 +5%
STA
665
Summit Trail Advisors
New York
$6.96M -$219K -863 -3%
PP
666
Prudential plc
United Kingdom
$6.92M +$2.27M +8,939 +49%
AAS
667
Annex Advisory Services
Wisconsin
$6.89M +$994K +3,911 +17%
NEI
668
Northwest & Ethical Investments
Ontario, Canada
$6.88M +$1.14M +4,485 +20%
CP
669
Corbenic Partners
Pennsylvania
$6.83M +$1.8M +7,102 +36%
KRSITF
670
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$6.76M +$395K +1,555 +6%
WAOTB
671
Wealth Advisors of Tampa Bay
Florida
$6.76M +$3.41M +13,434 +102%
GC
672
Garde Capital
Washington
$6.67M +$129K +506 +2%
PVH
673
Psagot Value Holdings
Israel
$6.61M -$6.67M -26,230 -50%
MPWT
674
MassMutual Private Wealth & Trust
Connecticut
$6.58M +$1.56M +6,153 +31%
NCM
675
Nelson Capital Management
California
$6.58M -$62.8K -247 -0.9%