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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 %
TCM
1551
Teza Capital Management
Illinois
$607K -$772K -3,634 -56%
PGWM
1552
Pitti Group Wealth Management
New York
$607K +$27.4K +129 +5%
CP
1553
Cumberland Partners
Ontario, Canada
$605K +$605K +2,850 New
IRC
1554
Investors Research Corp
Georgia
$602K +$544K +2,561 +938%
PWMAG
1555
Pinnacle Wealth Management Advisory Group
New Jersey
$601K +$601K +2,829 New
GI
1556
Gradient Investments
Minnesota
$599K +$204K +962 +52%
SCI
1557
S&CO Inc
Massachusetts
$598K +$125K +590 +26%
RMDI
1558
R.M. Davis Inc
Maine
$597K -$24.6K -116 -4%
SC
1559
Saiph Capital
New Jersey
$596K +$32.9K +155 +6%
SB
1560
Sunflower Bank
Texas
$595K +$52.5K +247 +10%
JWS
1561
Juncture Wealth Strategies
Arizona
$594K -$181K -853 -23%
CAAS
1562
Capital Asset Advisory Services
Michigan
$590K -$106K -497 -15%
HLOC
1563
H.L. Ormond & Company
North Carolina
$590K -$12.5K -59 -2%
SWP
1564
Strategic Wealth Partners
Ohio
$588K +$27K +127 +5%
CIA
1565
Capital Impact Advisors
Massachusetts
$587K +$587K +2,763 New
RI
1566
Redwood Investments
Massachusetts
$586K
FCBT
1567
First Citizens Bank & Trust
North Carolina
$579K +$250K +1,176 +76%
SIMG
1568
Sonora Investment Management Group
Arizona
$577K +$38.3K +180 +7%
SCG
1569
Sonata Capital Group
Washington
$575K +$2.76K +13 +0.5%
GA
1570
Geller Advisors
New York
$573K +$22.9K +108 +4%
PMA
1571
Prudent Man Advisors
Illinois
$572K -$25.5K -120 -4%
CAGAS
1572
Capital Advisory Group Advisory Services
Minnesota
$572K +$46.3K +218 +9%
CRWM
1573
Castle Rock Wealth Management
California
$570K -$129K -677 -19%
BC
1574
Bowman & Company
Wisconsin
$566K +$23.8K +112 +4%
PNC
1575
Park National Corp
Ohio
$565K +$15.3K +72 +3%