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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 %
TCM
1701
Traynor Capital Management
Pennsylvania
$488K +$82.5K +325 +20%
TCM
1702
Tradewinds Capital Management
Washington
$487K +$25.4K +100 +6%
NFSG
1703
Newbridge Financial Services Group
Florida
$487K +$75.5K +297 +18%
BW
1704
Bison Wealth
Georgia
$483K -$21.9K -86 -4%
BFC
1705
Blue Fin Capital
Rhode Island
$483K +$187K +737 +63%
KCPG
1706
Kavar Capital Partners Group
Kansas
$481K +$45.7K +180 +11%
VWM
1707
Venturi Wealth Management
Texas
$480K -$5.34K -21 -1%
FPS
1708
Fieldpoint Private Securities
Connecticut
$479K +$10.7K +42 +2%
OWA
1709
Opal Wealth Advisors
New York
$478K +$126K +495 +36%
SC
1710
Sonen Capital
California
$478K +$478K +1,880 New
SGA
1711
Seaport Global Advisors
Massachusetts
$474K +$474K +1,866 New
GI
1712
Gradient Investments
Minnesota
$472K -$192K -758 -29%
GWM
1713
Geneos Wealth Management
Colorado
$469K -$25.1K -99 -5%
EAM
1714
Empirical Asset Management
Massachusetts
$467K +$467K +1,839 New
CAM
1715
Crestone Asset Management
Colorado
$463K +$1.27K +5 +0.3%
CA
1716
Cornerstone Advisory
Maryland
$463K +$270K +1,060 +139%
EFG
1717
Everhart Financial Group
Ohio
$462K +$46K +181 +11%
EL
1718
EMFO LLC
Florida
$462K +$178K +700 +63%
AC
1719
ASB Consultores
Florida
$462K +$462K +1,819 New
SAM
1720
Strategy Asset Managers
California
$459K +$164K +646 +56%
FI
1721
Fosun International
China
$458K +$458K +1,800 New
CAM
1722
Cubic Asset Management
Massachusetts
$457K
IWA
1723
IVC Wealth Advisors
Pennsylvania
$456K +$29.7K +117 +7%
SICM
1724
Sustainable Insight Capital Management
New York
$449K -$43.4K -171 -9%
HWA
1725
Heritage Wealth Advisors
Virginia
$449K +$50.8K +200 +13%