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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 %
LJAC
1526
L.J. Altfest & Co
New York
$754K -$200K -788 -21%
MW
1527
Marcum Wealth
Ohio
$752K +$13K +51 +2%
BA
1528
Bristlecone Advisors
Washington
$751K +$164K +646 +28%
SFG
1529
Synergy Financial Group
California
$751K +$751K +2,954 New
WP
1530
Waycross Partners
Kentucky
$749K -$534K -2,100 -42%
WPW
1531
Warther Private Wealth
Ohio
$748K +$9.96K +39 +1%
SC
1532
Solstein Capital
California
$744K
RMDI
1533
R.M. Davis Inc
Maine
$744K +$17.5K +69 +2%
BC
1534
Brookfield Corp
Ontario, Canada
$744K +$744K +2,928 New
DBRC
1535
D.B. Root & Company
Pennsylvania
$743K -$762 -3 -0.1%
WTA
1536
Washington Trust Advisors
Massachusetts
$741K +$741K +2,916 New
B
1537
Bellecapital
Switzerland
$739K -$21.6K -85 -3%
RIA
1538
Realta Investment Advisors
Delaware
$738K -$154K -606 -17%
MCC
1539
Money Concepts Capital
Florida
$735K +$735K +2,891 New
GG
1540
Golden Green
South Carolina
$734K -$145K -569 -16%
FC
1541
Fulcrum Capital
Washington
$733K +$16.8K +66 +2%
RB
1542
Renasant Bank
Mississippi
$727K +$274K +1,077 +60%
WWM
1543
Windsor Wealth Management
Indiana
$721K +$119K +480 +20%
SCA
1544
Stonebridge Capital Advisors
Minnesota
$720K +$97.8K +385 +16%
TA
1545
TFG Advisers
Michigan
$719K +$89.7K +353 +14%
ES
1546
Eagle Strategies
New York
$717K +$717K +2,822 New
PMA
1547
Prudent Man Advisors
Illinois
$715K -$14K -55 -2%
FAM
1548
Fulcrum Asset Management
United Kingdom
$714K -$714K
CF
1549
Copperwynd Financial
Arizona
$714K +$50.3K +198 +8%
CFD
1550
Creative Financial Designs
Indiana
$713K -$217K -854 -23%