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Salesforce

2,339 hedge funds and large institutions have $195B invested in Salesforce in 2021 Q4 according to their latest regulatory filings, with 337 funds opening new positions, 1,087 increasing their positions, 689 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,339
Holders Change
+172
Holders Change %
+7.94%
% of All Funds
36.12%
Holding in Top 10
112
Holding in Top 10 Change
-45
Holding in Top 10 Change %
-28.66%
% of All Funds
1.73%
New
337
Increased
1,087
Reduced
689
Closed
131
Calls
$5.46B
Puts
$7.34B
Net Calls
-$1.87B
Net Calls Change
-$1.25B
Name Holding Trade Value Shares
Change
Shares
Change %
CAM
1426
Concorde Asset Management
Michigan
$957K +$8.65K +34 +0.9%
BWA
1427
Bordeaux Wealth Advisors
California
$948K +$17K +67 +2%
CRI
1428
Colonial River Investments
Virginia
$940K -$1.04M -4,077 -52%
JIP
1429
Jaffetilchin Investment Partners
Florida
$936K -$80K -315 -8%
OWA
1430
Octavia Wealth Advisors
Ohio
$932K +$171K +673 +22%
BL
1431
Balentine LLC
Georgia
$930K +$243K +958 +35%
CCIA
1432
Campbell & Co Investment Adviser
Maryland
$928K +$50.8K +200 +6%
JWS
1433
Juncture Wealth Strategies
Arizona
$928K +$54.9K +216 +6%
VAM
1434
Vienna Asset Management
California
$927K +$927K +3,647 New
VBCG
1435
Valley Brook Capital Group
Pennsylvania
$926K +$78K +307 +9%
SF
1436
Symphony Financial
Texas
$926K +$514K +2,015 +125%
YIA
1437
YHB Investment Advisors
Connecticut
$924K +$69.4K +273 +8%
SWA
1438
Stratos Wealth Advisors
Ohio
$921K +$8.39K +33 +0.9%
LWP
1439
Lumature Wealth Partners
Georgia
$921K +$26.4K +104 +3%
BPCA
1440
Bank Pictet & Cie (Asia)
Singapore
$921K +$320K +1,260 +53%
MCCP
1441
Mission Creek Capital Partners
California
$920K +$34.3K +135 +4%
SFS
1442
Stiles Financial Services
Minnesota
$920K +$920K +3,621 New
MTC
1443
McDaniel Terry & Co
Texas
$919K +$147K +577 +19%
C
1444
Certuity
Florida
$918K -$893K -3,516 -49%
FCM
1445
Fortis Capital Management
Washington
$915K -$1.79M -7,047 -66%
CPC
1446
Congress Park Capital
New York
$915K +$25.4K +100 +3%
SIA
1447
SkyView Investment Advisors
New Jersey
$915K +$243K +1,105 +36%
TIA
1448
Trust Investment Advisors
Indiana
$914K -$80.5K -317 -8%
AII
1449
AGF Investments Inc
Ontario, Canada
$912K -$1.08M -4,249 -54%
PTP
1450
Platform Technology Partners
New York
$908K +$48K +189 +6%