CRM icon

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 %
WCA
1026
Westover Capital Advisors
Delaware
$2.04M +$401K +1,887 +24%
MIFH
1027
Migdal Insurance & Financial Holdings
Israel
$2.04M -$7.05K -33 -0.3%
TAM
1028
Trust Asset Management
Texas
$2.02M +$139K +653 +7%
PGFC
1029
Peapack-Gladstone Financial Corp
New Jersey
$2.01M -$3.24M -15,254 -62%
CCG
1030
Ceeto Capital Group
Florida
$2.01M +$95.5K +450 +5%
CAM
1031
Cypress Asset Management
Texas
$2M -$287K -1,350 -13%
APGDR
1032
Absoluto Partners Gestao de Recursos
Brazil
$2M -$2.49M -11,746 -56%
FDS
1033
Freedom Day Solutions
Texas
$2M -$70.3K -331 -3%
BL
1034
Balentine LLC
Georgia
$1.99M +$1.21M +5,690 +155%
WWM
1035
Western Wealth Management
Colorado
$1.98M +$531K +2,500 +37%
NFG
1036
Nations Financial Group
Iowa
$1.98M -$27.2K -128 -1%
JHCP
1037
Jackson Hole Capital Partners
Oklahoma
$1.97M +$238K +1,121 +14%
NAMP
1038
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.96M -$118K -555 -6%
ED
1039
Exane Derivatives
France
$1.96M +$408K +1,921 +26%
NB
1040
Nicolet Bankshares
Wisconsin
$1.95M +$66.7K +314 +4%
QPW
1041
Quantum Private Wealth
Florida
$1.95M +$2.76K +13 +0.1%
BB
1042
Bell Bank
North Dakota
$1.93M +$118K +556 +7%
DT
1043
Diversified Trust
Tennessee
$1.93M -$412K -1,940 -18%
CIA
1044
Cohen Investment Advisors
New Hampshire
$1.93M +$25.3K +119 +1%
MWM
1045
Midwest Wealth Management
Indiana
$1.92M +$98.7K +465 +5%
V
1046
VeraBank
Texas
$1.92M
PWSG
1047
Pacific Wealth Strategies Group
California
$1.91M -$283K -1,334 -13%
VFM
1048
Viking Fund Management
North Dakota
$1.91M
GCM
1049
Graham Capital Management
Connecticut
$1.91M +$1.39M +6,549 +267%
TW
1050
TrinityPoint Wealth
Connecticut
$1.9M +$163K +768 +9%