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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 %
FFC
1626
First Financial Corp
Indiana
$489K -$7.43K -35 -1%
CP
1627
CenterBook Partners
Connecticut
$489K +$489K +2,302 New
RWP
1628
Revolve Wealth Partners
New Jersey
$488K -$10.4K -49 -2%
CSI
1629
Cross Staff Investments
New York
$488K
PA
1630
Parkside Advisors
California
$488K
CAM
1631
Carret Asset Management
New York
$487K +$43.1K +203 +10%
CIM
1632
CIM Investment Management
Pennsylvania
$485K -$424 -2 -0.1%
AWM
1633
Accel Wealth Management
Iowa
$485K
EWA
1634
EverSource Wealth Advisors
Alabama
$485K +$123K +579 +34%
PFBT
1635
Parkside Financial Bank & Trust
Missouri
$484K -$1.91K -9 -0.4%
MYIA
1636
Mount Yale Investment Advisors
Colorado
$482K -$497K -2,343 -51%
AIS
1637
AM Investment Strategies
Tennessee
$482K +$24.9K +117 +5%
DU
1638
Delphia (USA)
Ontario, Canada
$481K -$94.8K -446 -16%
GWM
1639
GSB Wealth Management
Connecticut
$480K -$42.4K -200 -8%
AP
1640
Appleton Partners
Massachusetts
$479K +$138K +652 +41%
RMCM
1641
Reynders McVeigh Capital Management
Massachusetts
$478K -$1.27K -6 -0.3%
WCFA
1642
Walkner Condon Financial Advisors
Wisconsin
$478K +$16.8K +79 +4%
ACH
1643
ArrowMark Colorado Holdings
Colorado
$476K
IWA
1644
IVC Wealth Advisors
Pennsylvania
$475K +$94.2K +444 +25%
GWM
1645
Greenwich Wealth Management
Connecticut
$474K -$25.9K -122 -5%
CQS
1646
Credential Qtrade Securities
$473K +$47.3K +223 +11%
BDF
1647
Balasa Dinverno & Foltz
$473K -$91.3K -430 -16%
RWP
1648
RWA Wealth Partners
Massachusetts
$473K -$5.31K -25 -1%
MW
1649
Marcum Wealth
Ohio
$472K -$157K -737 -25%
TYCC
1650
Texas Yale Capital Corp
Florida
$472K -$17K -80 -3%