CRM icon

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 %
BFM
1651
Boston Financial Management
Massachusetts
$567K +$19.3K +76 +4%
SCI
1652
S&CO Inc
Massachusetts
$566K -$97.7K -385 -15%
HCM
1653
Hengehold Capital Management
Ohio
$566K -$3.05K -12 -0.5%
LFA
1654
Legacy Financial Advisors
Kentucky
$565K +$156K +615 +38%
FMWA
1655
Forvis Mazars Wealth Advisors
Missouri
$556K +$350K +1,379 +170%
VF
1656
Vista Finance
Missouri
$554K +$554K +2,181 New
TC
1657
Truvestments Capital
Florida
$553K +$68.6K +270 +14%
WCFA
1658
Walkner Condon Financial Advisors
Wisconsin
$552K -$22.1K -87 -4%
IA
1659
IFG Advisors
Missouri
$549K
AIS
1660
AM Investment Strategies
Tennessee
$547K +$70.9K +279 +15%
AP
1661
Arlington Partners
Alabama
$543K +$153K +601 +39%
AWM
1662
Atticus Wealth Management
Florida
$542K +$8.39K +33 +2%
FCM
1663
Fourpath Capital Management
Oklahoma
$542K +$542K +2,131 New
FFN
1664
Focus Financial Network
Minnesota
$541K +$22.6K +89 +4%
JAG
1665
Journey Advisory Group
Kentucky
$538K +$347K +1,364 +181%
AC
1666
Addison Capital
Pennsylvania
$537K +$537K +2,115 New
SC
1667
Shay Capital
New York
$536K -$4.15M -16,314 -89%
AFM
1668
Andesa Financial Management
Pennsylvania
$535K +$41.1K +162 +8%
MFP
1669
Meridian Financial Partners
Virginia
$534K +$100K +442 +23%
HTHT
1670
Hemenway Trust Hemenway Trust
New Hampshire
$533K -$13.7K -54 -3%
PFGIA
1671
Patriot Financial Group Insurance Agency
Massachusetts
$532K +$2.29K +9 +0.4%
CAM
1672
Carret Asset Management
New York
$532K +$12.2K +48 +2%
RPWA
1673
Regent Peak Wealth Advisors
Georgia
$530K +$56.4K +222 +12%
RWA
1674
Redhawk Wealth Advisors
Minnesota
$527K +$527K +2,073 New
SAM
1675
Simplify Asset Management
Nevada
$526K +$177K +697 +51%