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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 %
ISWM
1601
Independent Solutions Wealth Management
New York
$511K +$26.1K +123 +5%
DJYG
1602
David J. Yvars Group
Florida
$510K -$18.1K -85 -3%
ABC
1603
Associated Banc-Corp
Wisconsin
$510K +$6.59K +31 +1%
HCM
1604
Hodges Capital Management
Texas
$510K +$149K +700 +41%
JM
1605
Jeneq Management
New York
$510K +$510K +2,400 New
HCM
1606
Harvey Capital Management
Florida
$509K
SWA
1607
SOA Wealth Advisors
New York
$508K -$18.5K -87 -4%
PHS
1608
Pekin Hardy Strauss
Illinois
$508K +$253K +1,192 +99%
ES
1609
Eagle Strategies
New York
$504K -$95.6K -450 -16%
MIC
1610
Meridian Investment Counsel
California
$504K
EP
1611
Eudaimonia Partners
Tennessee
$503K +$503K +2,368 New
FWP
1612
FAS Wealth Partners
Kansas
$502K +$1.7K +8 +0.3%
CCM
1613
Conway Capital Management
California
$501K -$42.5K -200 -8%
RC
1614
Rovin Capital
Arizona
$501K -$11.3K -53 -2%
SWA
1615
Sutton Wealth Advisors
Florida
$500K +$4.46K +21 +0.9%
B
1616
Bellecapital
Switzerland
$499K -$119K -560 -19%
SIM
1617
SSI Investment Management
California
$499K +$168K +789 +51%
EL
1618
Essex LLC
Illinois
$497K -$8.49K -40 -2%
CCA
1619
Childress Capital Advisors
Texas
$496K +$87.8K +414 +21%
SIC
1620
Sterling Investment Counsel
New York
$496K +$270K +1,272 +119%
FMWA
1621
Forvis Mazars Wealth Advisors
Missouri
$494K +$29.5K +139 +6%
DFA
1622
Delta Financial Advisors
Louisiana
$493K +$8.08K +38 +2%
TWM
1623
Tradition Wealth Management
Minnesota
$492K -$68.3K -322 -12%
KCIA
1624
Kingsbury Capital Investment Advisors
Illinois
$492K +$492K +2,319 New
AC
1625
ASB Consultores
Florida
$490K +$104K +491 +27%