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Salesforce

2,266 hedge funds and large institutions have $204B invested in Salesforce in 2022 Q1 according to their latest regulatory filings, with 164 funds opening new positions, 1,075 increasing their positions, 808 reducing their positions, and 215 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,266
Holders Change
-73
Holders Change %
-3.12%
% of All Funds
35.86%
Holding in Top 10
98
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-12.5%
% of All Funds
1.55%
New
164
Increased
1,075
Reduced
808
Closed
215
Calls
$4.14B
Puts
$4.62B
Net Calls
-$480M
Net Calls Change
+$1.39B
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
701
Axxcess Wealth Management
California
$5.15M +$309K +1,454 +6%
HCA
702
Harbour Capital Advisors
Virginia
$5.14M -$425 -2 -0%
RC
703
Roundview Capital
New Jersey
$5.1M +$809K +3,809 +19%
MGWM
704
Marks Group Wealth Management
Minnesota
$5.1M +$598K +2,818 +13%
WC
705
Whitney & Co
New York
$5.09M +$255K +1,203 +5%
ST
706
Spinnaker Trust
Maine
$5.07M +$1.35M +6,337 +36%
AUB
707
Atlantic Union Bankshares
Virginia
$5.07M +$393K +1,853 +8%
EWM
708
Executive Wealth Management
Michigan
$5.07M -$129K -609 -2%
TSS
709
Two Sigma Securities
New York
$5.06M +$4.08M +19,196 +414%
SCA
710
Snowden Capital Advisors
New York
$5.03M +$1.92M +9,060 +62%
LNWWM
711
Laird Norton Wetherby Wealth Management
California
$5.01M -$11.7K -55 -0.2%
MWM
712
Marietta Wealth Management
Georgia
$5M +$351K +1,654 +8%
BWL
713
Bogart Wealth LLC
Virginia
$5M +$1.51M +7,093 +43%
HI
714
Horizon Investments
North Carolina
$4.96M +$707K +3,328 +17%
VST
715
Van Strum & Towne
California
$4.93M +$38.4K +181 +0.8%
FFWA
716
FRG Family Wealth Advisors
Washington
$4.93M -$34K -160 -0.7%
EWM
717
Elite Wealth Management
Washington
$4.93M -$115K -540 -2%
FIM
718
FWL Investment Management
Texas
$4.92M -$1.19M -5,606 -19%
ISB
719
Iowa State Bank
Iowa
$4.92M +$483K +2,277 +11%
GWSG
720
GPS Wealth Strategies Group
Colorado
$4.92M -$468K -2,205 -9%
CWM
721
CMH Wealth Management
New Hampshire
$4.92M +$471K +2,219 +11%
PIMJS
722
PKO Investment Management Joint-Stock
Poland
$4.88M -$3.61M -17,000 -43%
SIP
723
Stoneridge Investment Partners
Pennsylvania
$4.84M +$848K +3,995 +21%
VVP
724
Venture Visionary Partners
Ohio
$4.8M +$178K +837 +4%
GLAM
725
Gardner Lewis Asset Management
Pennsylvania
$4.8M