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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 %
SAM
1626
Sequent Asset Management
Texas
$589K -$2.54K -10 -0.4%
NW
1627
NewEdge Wealth
Pennsylvania
$588K +$212K +833 +56%
RA
1628
Riverstone Advisors
Texas
$587K +$587K +2,309 New
TYCC
1629
Texas Yale Capital Corp
Florida
$586K
FW
1630
FirstPurpose Wealth
Utah
$585K +$585K +2,301 New
PA
1631
Parkside Advisors
California
$584K -$7.88K -31 -1%
CSI
1632
Cross Staff Investments
New York
$584K +$584K +2,300 New
PFM
1633
Parsec Financial Management
North Carolina
$582K
CIM
1634
CIM Investment Management
Pennsylvania
$581K -$406K -1,599 -41%
AP
1635
Americana Partners
Texas
$581K -$141K -556 -20%
PFBT
1636
Parkside Financial Bank & Trust
Missouri
$581K +$38.3K +151 +7%
AWM
1637
Accel Wealth Management
Iowa
$581K +$68.9K +271 +13%
CG
1638
Corundum Group
Colorado
$580K +$75.3K +296 +15%
DFA
1639
Delta Financial Advisors
Louisiana
$580K +$193K +760 +50%
ISWM
1640
Independent Solutions Wealth Management
New York
$580K +$60K +236 +12%
CL
1641
Choreo LLC
Illinois
$578K +$214K +841 +59%
DWM
1642
Drive Wealth Management
Utah
$578K +$578K +2,276 New
XT
1643
XTX Topco
Cayman Islands
$575K +$575K +2,261 New
AIM
1644
Anchor Investment Management
South Carolina
$575K -$14.5K -57 -2%
RMCM
1645
Reynders McVeigh Capital Management
Massachusetts
$574K -$254 -1 -0%
RWP
1646
RWA Wealth Partners
Massachusetts
$573K +$9.66K +38 +2%
ACH
1647
ArrowMark Colorado Holdings
Colorado
$570K
LIM
1648
Leavell Investment Management
Alabama
$570K +$109K +430 +24%
MS
1649
Mizuho Securities
Japan
$568K -$938K -3,691 -62%
WOC
1650
West Oak Capital
California
$567K -$3.81K -15 -0.7%