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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 %
AIMC
1701
Alley Investment Management Company
Illinois
$425K +$425K +2,000 New
CC
1702
Corton Capital
Ontario, Canada
$424K +$424K +1,999 New
EA
1703
Echo45 Advisors
California
$417K -$139K -655 -25%
BFM
1704
Boston Financial Management
Massachusetts
$413K -$60.5K -285 -13%
CWP
1705
Curated Wealth Partners
California
$413K
HWMA
1706
Heritage Wealth Management (Arizona)
Arizona
$413K +$413K +1,943 New
HCA
1707
Hyperion Capital Advisors
New York
$411K
PCP
1708
Proficio Capital Partners
Massachusetts
$410K -$222K -1,043 -35%
SWM
1709
Salvus Wealth Management
New Jersey
$410K +$53.5K +252 +15%
PP
1710
PDS Planning
Ohio
$409K -$15.1K -71 -4%
CPW
1711
Catalyst Private Wealth
California
$409K -$11K -52 -3%
PP
1712
Patron Partners
Texas
$407K -$175K -822 -30%
AWE
1713
Avidian Wealth Enterprises
Texas
$406K -$495K -2,331 -55%
AA
1714
Ancora Advisors
Ohio
$404K -$114K -538 -22%
ACM
1715
Absolute Capital Management
Pennsylvania
$403K -$806K -3,800 -67%
UMC
1716
United Maritime Capital
New York
$403K -$192K -904 -32%
PFG
1717
PAX Financial Group
Texas
$403K -$149K -700 -27%
CWM
1718
C2C Wealth Management
Arizona
$403K -$101K -535 -20%
GLA
1719
Great Lakes Advisors
Illinois
$401K -$339K -1,598 -46%
CNBTD
1720
Citizens National Bank Trust Department
Mississippi
$401K +$401K +2,280 New
CWP
1721
Concord Wealth Partners
Virginia
$400K +$107K +502 +36%
WAM
1722
Wolverine Asset Management
Illinois
$399K -$4.17M -19,678 -91%
KP
1723
Keel Point
Alabama
$399K -$142K -670 -26%
AWA
1724
Arete Wealth Advisors
Illinois
$398K -$114K -536 -22%
SWM
1725
Silverlake Wealth Management
Vermont
$397K +$86.6K +408 +28%