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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 %
RWA
1476
Ropes Wealth Advisors
Massachusetts
$855K -$8.64K -34 -1%
MTWM
1477
Masso Torrence Wealth Management
New Jersey
$851K +$851K +3,350 New
CC
1478
Caxton Corporation
New Jersey
$850K +$91.5K +360 +12%
1CP
1479
17 Capital Partners
Arizona
$848K +$348K +1,370 +70%
BAAM
1480
Baker Avenue Asset Management
California
$847K +$610K +2,399 +257%
CA
1481
Claro Advisors
Massachusetts
$845K +$40.1K +158 +5%
RAM
1482
Roanoke Asset Management
New Jersey
$843K +$76.2K +300 +10%
TFGT
1483
TS Financial Group (TSFG)
Illinois
$839K -$28.2K -111 -3%
AIA
1484
Angeles Investment Advisors
California
$838K +$308K +1,213 +58%
FNBT
1485
FineMark National Bank & Trust
Florida
$837K -$762 -3 -0.1%
FFG
1486
Fortem Financial Group
California
$836K
SHWM
1487
Silicon Hills Wealth Management
Texas
$836K +$255K +1,005 +44%
OFG
1488
Oxford Financial Group
Indiana
$834K +$34.8K +137 +4%
CAAS
1489
Capital Asset Advisory Services
Michigan
$832K -$182K -716 -18%
ICM
1490
IMS Capital Management
Oregon
$826K
HPWM
1491
Highland Private Wealth Management
Washington
$823K +$5.08K +20 +0.6%
ACA
1492
Atlas Capital Advisors
Wyoming
$823K +$673K +2,647 +448%
CA
1493
CGN Advisors
Kansas
$822K +$59K +232 +8%
TWI
1494
Thomas White International
Illinois
$820K
CCI
1495
Credit Capital Investments
New Jersey
$818K +$818K +3,219 New
AF
1496
Advisornet Financial
Minnesota
$816K -$34.8K -137 -4%
FPF
1497
First Pacific Financial
Washington
$815K +$21.9K +86 +3%
BS
1498
Boenning & Scattergood
Pennsylvania
$811K -$12.7K -50 -2%
LCM
1499
LCM Capital Management
Illinois
$809K +$36.3K +143 +5%
BBP
1500
Banco BTG Pactual
Brazil
$806K