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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 %
RFA
1576
Resurgent Financial Advisors
Georgia
$560K +$560K +2,639 New
XT
1577
XTX Topco
Cayman Islands
$556K +$75.6K +356 +16%
PPW
1578
Pinnacle Private Wealth
Massachusetts
$553K -$83.9K -395 -13%
HSA
1579
Hussman Strategic Advisors
Maryland
$552K +$552K +2,600 New
BFA
1580
Beaumont Financial Advisors
Massachusetts
$551K +$36.8K +173 +7%
BAS
1581
Brown Advisory Securities
Maryland
$549K -$262K -1,231 -32%
FC
1582
Fulcrum Capital
Washington
$546K -$66.4K -313 -11%
RA
1583
Riverstone Advisors
Texas
$545K +$55K +259 +11%
MAC
1584
Mason & Associates (California)
California
$545K +$116K +545 +27%
KFGK
1585
Keystone Financial Group (Kentucky)
Kentucky
$545K +$545K +2,568 New
RGC
1586
Roberts, Glore & Co
Illinois
$543K +$175K +824 +48%
SWA
1587
Stratos Wealth Advisors
Ohio
$538K -$232K -1,091 -30%
PC
1588
Periscope Capital
Ontario, Canada
$538K -$13.6K -64 -2%
VA
1589
Valmark Advisers
Ohio
$537K +$30.6K +144 +6%
FW
1590
FirstPurpose Wealth
Utah
$535K +$46.1K +217 +9%
AWM
1591
Atticus Wealth Management
Florida
$535K +$82.2K +387 +18%
AP
1592
Adero Partners
California
$532K -$1.91K -9 -0.4%
GSC
1593
G&S Capital
Colorado
$531K -$428K -2,019 -45%
IAMH
1594
IvyRock Asset Management (HK)
Hong Kong
$531K +$531K +2,500 New
Fayez Sarofim & Co
1595
Fayez Sarofim & Co
Texas
$530K +$14K +66 +3%
KFI
1596
Key Financial Inc
Pennsylvania
$527K
JF
1597
Jump Financial
Illinois
$521K -$362K -1,706 -41%
BPFA
1598
Barnes Pettey Financial Advisors
Mississippi
$520K
ICG
1599
InterOcean Capital Group
Tennessee
$516K +$638 +3 +0.1%
CIA
1600
Choate Investment Advisors
Massachusetts
$512K +$3.18K +15 +0.6%