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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 %
AFP
1451
Ausdal Financial Partners
Iowa
$769K -$1.14M -5,367 -60%
SFS
1452
Stiles Financial Services
Minnesota
$768K -$1.06K -5 -0.1%
HCM
1453
Highview Capital Management
Illinois
$768K +$134K +631 +21%
LSPW
1454
Lake Street Private Wealth
Illinois
$767K -$2.58M -12,146 -77%
ICM
1455
IMS Capital Management
Oregon
$765K +$74.8K +352 +11%
MSU
1456
Mizuho Securities USA
New York
$761K -$1.86M -8,778 -71%
TFGT
1457
TS Financial Group (TSFG)
Illinois
$759K +$57.6K +271 +8%
BS
1458
Boenning & Scattergood
Pennsylvania
$757K +$79.6K +375 +12%
SCM
1459
Stevens Capital Management
Pennsylvania
$748K -$1.76M -8,292 -70%
CFD
1460
Creative Financial Designs
Indiana
$747K +$151K +713 +25%
BWM
1461
BerganKDV Wealth Management
Minnesota
$747K +$635K +2,991 +570%
BA
1462
Bristlecone Advisors
Washington
$744K +$117K +549 +19%
BHCM
1463
Boulder Hill Capital Management
New York
$743K +$743K +3,500 New
RCA
1464
Roberts Capital Advisors
Colorado
$742K
LCS
1465
Levin Capital Strategies
New York
$742K +$318K +1,500 +75%
MTWM
1466
Masso Torrence Wealth Management
New Jersey
$741K +$29.9K +141 +4%
WTA
1467
Washington Trust Advisors
Massachusetts
$741K +$121K +570 +20%
WA
1468
WP Advisors
California
$740K +$90.5K +426 +14%
CIC
1469
Carnegie Investment Counsel
Ohio
$739K +$10.4K +49 +1%
ST
1470
Smithfield Trust
Pennsylvania
$738K +$99.3K +469 +16%
CAN
1471
Claraphi Advisory Network
United States
$737K +$2.97K +14 +0.4%
CP
1472
Castleview Partners
Texas
$732K -$459M -2,162,752 -100%
OWA
1473
Octavia Wealth Advisors
Ohio
$732K -$47.4K -223 -6%
LAS
1474
LWM Advisory Services
Florida
$729K +$77.1K +363 +12%
IIM
1475
Ipswich Investment Management
Massachusetts
$724K -$728K -3,428 -50%