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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 %
QCG
1326
Quadrant Capital Group
Ohio
$1.02M -$30.8K -145 -3%
MG
1327
Mather Group
Illinois
$1.02M +$383K +1,806 +60%
HJMC
1328
Hellman Jordan Management Company
Massachusetts
$1.02M +$147K +691 +17%
CPC
1329
Congress Park Capital
New York
$1.01M +$250K +1,175 +33%
GPA
1330
Guerra Pan Advisors
New Jersey
$1.01M -$5.76K -33 -0.6%
BLC
1331
Brown, Lisle/Cummings
Rhode Island
$1.01M +$70.7K +333 +8%
AA
1332
Argent Advisors
Louisiana
$1.01M +$138K +651 +16%
RHP
1333
Royal Harbor Partners
Texas
$1.01M +$1.01M +4,744 New
AWM
1334
Avitas Wealth Management
California
$1M -$1.85M -8,701 -65%
MFG
1335
Merit Financial Group
Georgia
$1M +$143K +672 +17%
AFS
1336
Aft Forsyth & Sober
Florida
$998K
PWPS
1337
Pinnacle Wealth Planning Services
Ohio
$996K -$292K -1,376 -23%
PL
1338
Plancorp LLC
Missouri
$988K +$8.5K +40 +0.9%
RCA
1339
Riverview Capital Advisers
Massachusetts
$986K
SC
1340
Saturna Capital
Washington
$986K +$442K +2,080 +81%
IDBONY
1341
Israel Discount Bank of New York
New York
$981K -$20.4K -96 -2%
CPA
1342
Capital Planning Advisors
California
$976K -$32K -151 -3%
MTC
1343
McDaniel Terry & Co
Texas
$975K +$208K +979 +27%
ANB
1344
Amarillo National Bank
Texas
$974K
MSAM
1345
Moloney Securities Asset Management
Missouri
$973K +$233K +1,097 +31%
GFP
1346
Gryphon Financial Partners
Ohio
$972K -$38.8K -183 -4%
RTC
1347
Riverview Trust Company
Washington
$972K +$129K +607 +15%
C
1348
Certuity
Florida
$970K +$203K +956 +26%
CAM
1349
CenterStar Asset Management
Illinois
$964K -$343K
GA
1350
GraniteShares Advisors
New York
$963K -$56.3K -265 -6%