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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 %
PB
1726
Pinnacle Bancorp
Nebraska
$448K -$5.34K -21 -1%
FSA
1727
Fort Sheridan Advisors
Illinois
$447K -$69.6K -274 -13%
DWA
1728
Dougherty Wealth Advisers
Minnesota
$447K
PCFFS
1729
Pacific Center for Financial Services
California
$446K +$50.8K +200 +13%
WCP
1730
Wick Capital Partners
Pennsylvania
$443K +$443K +1,743 New
KPCM
1731
Kings Point Capital Management
New York
$442K +$80.8K +318 +22%
CA
1732
Crumly & Associates
Illinois
$441K -$76.6K -360 -15%
JC
1733
JB Capital
Connecticut
$441K -$218K -857 -33%
RGC
1734
Roberts, Glore & Co
Illinois
$440K -$46.5K -183 -10%
SMA
1735
Sage Mountain Advisors
Georgia
$439K +$153K +603 +54%
AA
1736
Aire Advisors
California
$439K +$439K +1,723 New
WWP
1737
Waypoint Wealth Partners
California
$436K +$43.4K +171 +11%
BTW
1738
Boston Trust Walden
Massachusetts
$436K +$71.1K +280 +19%
CFO
1739
CVA Family Office
Colorado
$436K +$434K +1,708 +18,978%
HR
1740
Hayden Royal
North Carolina
$435K +$7.89K +31 +2%
DA
1741
Doliver Advisors
Texas
$433K +$187K +855 +76%
EWA
1742
EverSource Wealth Advisors
Alabama
$433K +$433K +1,705 New
HCM
1743
Hodges Capital Management
Texas
$432K -$76.2K -300 -15%
FFL
1744
Future Fund LLC
Illinois
$431K +$431K +1,697 New
TRIA
1745
Trail Ridge Investment Advisors
Colorado
$430K +$430K +1,692 New
NWA
1746
New World Advisors
Massachusetts
$429K +$11.4K +45 +3%
WPC
1747
Waters Parkerson & Co
Louisiana
$429K +$21.3K +84 +5%
APW
1748
Austin Private Wealth
Texas
$428K +$181K +711 +73%
SWM
1749
Salvus Wealth Management
New Jersey
$427K +$74.2K +292 +21%
JFA
1750
JNBA Financial Advisors
Minnesota
$426K -$19.6K -77 -4%