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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 %
GGS
1351
Galvin Gaustad & Stein
Arizona
$963K +$442K +2,080 +85%
CWA
1352
Canvas Wealth Advisors
Kansas
$962K -$241K -1,351 -20%
SIG
1353
Sargent Investment Group
Maryland
$959K
9WM
1354
9258 Wealth Management
Ohio
$959K +$27.4K +129 +3%
FPCP
1355
Fort Point Capital Partners
California
$958K +$10.4K +49 +1%
TP
1356
Tranquility Partners
Tennessee
$956K +$11.5K +54 +1%
HSA
1357
HBK Sorce Advisory
Pennsylvania
$954K -$426K -2,006 -31%
DWM
1358
Dakota Wealth Management
Florida
$954K -$299K -1,407 -24%
BOPW
1359
Brandywine Oak Private Wealth
Pennsylvania
$954K -$71K -335 -7%
GP
1360
Greenline Partners
New York
$952K -$108K -511 -10%
ACM
1361
AlphaStar Capital Management
North Carolina
$952K +$5.09K +24 +0.5%
BWM
1362
Buckley Wealth Management
Nevada
$951K +$59.1K +278 +7%
MCWA
1363
Meadow Creek Wealth Advisors
Georgia
$951K +$119K +563 +14%
FBC
1364
Fairfield, Bush & Co
Connecticut
$949K +$75.8K +357 +9%
HA
1365
Harfst & Associates
Wyoming
$949K +$86.6K +408 +10%
BFM
1366
Boothbay Fund Management
New York
$948K -$40.2M -189,286 -98%
CT
1367
Chicago Trust
Illinois
$944K -$7.85K -37 -0.8%
FCA
1368
FLC Capital Advisors
California
$943K +$3.4K +16 +0.4%
AF
1369
Allworth Financial
California
$939K +$93.2K +439 +11%
IC
1370
Inscription Capital
Texas
$938K -$274K -1,289 -23%
CA
1371
CGN Advisors
Kansas
$936K +$249K +1,175 +36%
QI
1372
Qtron Investments
Massachusetts
$935K +$218K +1,025 +30%
NL
1373
NWAM LLC
Washington
$933K -$138K -649 -13%
BSW
1374
Buckingham Strategic Wealth
Missouri
$930K -$61.8K -291 -6%
TWM
1375
Thrive Wealth Management
Pennsylvania
$928K +$928K +4,369 New