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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 %
IA
1401
Insight Advisors
Pennsylvania
$880K +$165K +778 +23%
SRC
1402
Sage Rhino Capital
California
$878K -$212 -1 -0%
JWM
1403
Jupiter Wealth Management
Colorado
$875K -$1.93M -9,087 -69%
GEA
1404
Glen Eagle Advisors
New Jersey
$875K +$46.3K +218 +6%
RWB
1405
RMR Wealth Builders
New Jersey
$873K +$873K +4,113 New
SAM
1406
Synergy Asset Management
Washington
$865K +$571K +2,688 +194%
ANTB
1407
AMG National Trust Bank
Colorado
$863K -$22.5K -106 -3%
VBCG
1408
Valley Brook Capital Group
Pennsylvania
$862K +$89.1K +420 +12%
SCA
1409
Stonebridge Capital Advisors
Minnesota
$862K +$261K +1,229 +43%
1W
1410
1776 Wealth
Georgia
$862K +$445K +2,099 +107%
FPAS
1411
Focus Partners Advisor Solutions
Missouri
$860K +$128K +604 +18%
BWA
1412
Bordeaux Wealth Advisors
California
$853K +$60.5K +285 +8%
MA
1413
MUFG Americas
New York
$852K +$1.49K +7 +0.2%
SCP
1414
Stamos Capital Partners
California
$851K +$851K +4,010 New
WPWM
1415
Western Pacific Wealth Management
Illinois
$847K +$212 +1 +0%
AG
1416
Ascent Group
Virginia
$847K +$102K +478 +14%
GDP
1417
Great Diamond Partners
Maine
$845K -$82.9K -391 -9%
CA
1418
Claro Advisors
Massachusetts
$845K
GKWIM
1419
Gerber Kawasaki Wealth & Investment Management
California
$844K +$42.8K +202 +5%
WMA
1420
Wealth Management Associates
New Jersey
$838K
CCI
1421
Credit Capital Investments
New Jersey
$837K +$154K +723 +22%
HBW
1422
Hazlett, Burt & Watson
West Virginia
$834K +$834K +3,927 New
TWMP
1423
Taylor Wealth Management Partners
Massachusetts
$830K -$32.9K -155 -4%
CP
1424
Covenant Partners
Tennessee
$830K -$4.46K -21 -0.5%
CFCI
1425
Comprehensive Financial Consultants Institutional
Indiana
$828K +$128K +752 +18%