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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 %
TA
1426
Tectonic Advisors
Texas
$826K
NP
1427
NorthRock Partners
Minnesota
$822K -$3.4K -16 -0.4%
ACWM
1428
Adams Chetwood Wealth Management
North Carolina
$821K
FFS
1429
Founders Financial Securities
Maryland
$821K +$12.3K +58 +2%
WP
1430
Waycross Partners
Kentucky
$817K +$191K +900 +31%
KOC
1431
Koss-Olinger Consulting
Florida
$814K -$192K -902 -19%
ARMT
1432
Amica Retiree Medical Trust
Rhode Island
$814K +$814K +3,834 New
LWP
1433
Lumature Wealth Partners
Georgia
$810K +$40.5K +191 +5%
PFM
1434
Privium Fund Management
Netherlands
$809K +$809K +3,809 New
KIA
1435
Kraematon Investment Advisors
Massachusetts
$807K
CJL
1436
Cyrus J. Lawrence
New York
$807K +$807K +3,800 New
FFN
1437
Focus Financial Network
Minnesota
$803K +$351K +1,653 +78%
WCM
1438
Whitener Capital Management
North Carolina
$803K -$36.1K -170 -4%
CA
1439
Capitolis Advisors
New York
$799K -$48.5M -228,529 -98%
VLKIM
1440
Van Lanschot Kempen Investment Management
Netherlands
$797K -$1.67M -7,864 -68%
TWM
1441
Tolleson Wealth Management
Texas
$792K -$212K -1,000 -21%
CWA
1442
Consilium Wealth Advisory
Texas
$790K -$165K -775 -17%
SYBT
1443
Stock Yards Bank & Trust
Kentucky
$790K -$149K -701 -16%
MCCP
1444
Mission Creek Capital Partners
California
$787K +$18.3K +86 +2%
DI
1445
Diligent Investors
California
$783K +$30.2K +142 +4%
TIA
1446
Trust Investment Advisors
Indiana
$782K +$17.6K +83 +2%
CCT
1447
Chemung Canal Trust
New York
$781K -$27.8K -131 -3%
BBNA
1448
Bremer Bank National Association
Minnesota
$778K -$1.86M -8,756 -70%
EI
1449
Ellevest Inc
New York
$771K +$48.7K +229 +7%
BPCA
1450
Bank Pictet & Cie (Asia)
Singapore
$770K