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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 %
VFG
1526
V2 Financial group
Illinois
$647K -$5.31K -25 -0.8%
EWA
1527
Encompass Wealth Advisors
Oregon
$640K -$159K -750 -20%
RIA
1528
Realta Investment Advisors
Delaware
$640K +$22.7K +107 +4%
T
1529
TCWP
Ohio
$639K -$85.6K -403 -12%
CWM
1530
Cornerstone Wealth Management
Missouri
$638K -$33.3K -157 -5%
SWA
1531
Sax Wealth Advisors
New Jersey
$638K +$3.4K +16 +0.5%
LSC
1532
Lyon Street Capital
California
$637K -$212K -1,000 -25%
GF
1533
Gabelli Funds
New York
$637K +$115K +540 +22%
LAM
1534
Lynch Asset Management
Pennsylvania
$637K +$372K +1,750 +140%
MFS
1535
Monetta Financial Services
Illinois
$637K +$637K +3,000 New
MFP
1536
Meridian Financial Partners
Virginia
$636K +$135K +637 +27%
SFPG
1537
Stonebridge Financial Planning Group
Florida
$635K -$12.7K -60 -2%
IGGA
1538
Iron Gate Global Advisors
Utah
$634K +$46K +217 +8%
MWM
1539
Minot Wealth Management
Massachusetts
$633K -$2.4M -11,308 -79%
TRIA
1540
Trail Ridge Investment Advisors
Colorado
$632K +$273K +1,285 +76%
SFG
1541
Synergy Financial Group
California
$627K
SC
1542
Solstein Capital
California
$622K
DBRC
1543
D.B. Root & Company
Pennsylvania
$621K
TA
1544
TFG Advisers
Michigan
$621K +$20.6K +97 +3%
XF
1545
XML Financial
Maryland
$619K +$87.7K +413 +17%
AC
1546
Addison Capital
Pennsylvania
$617K +$168K +790 +37%
TFA
1547
Teamwork Financial Advisors
Texas
$611K -$367K -1,729 -38%
PA
1548
Probity Advisors
Texas
$611K +$88.6K +417 +17%
EHWM
1549
Eads & Heald Wealth Management
Georgia
$610K -$369K -1,737 -38%
SFCL
1550
Strengthening Families & Communities LLC
Massachusetts
$610K -$41K -193 -6%