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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 %
KW
1726
KWB Wealth
California
$396K
SAM
1727
Silvercrest Asset Management
New York
$394K -$163K -767 -29%
FHC
1728
First Heartland Consultants
Missouri
$394K -$140K -662 -26%
FFL
1729
Future Fund LLC
Illinois
$390K +$29.5K +139 +8%
PPP
1730
Private Portfolio Partners
New Jersey
$389K +$35K +165 +10%
FI
1731
Fosun International
China
$387K
LFA
1732
Legacy Financial Advisors
Kentucky
$385K -$87K -410 -18%
SICM
1733
Sustainable Insight Capital Management
New York
$384K +$8.5K +40 +2%
WAG
1734
Winthrop Advisory Group
Massachusetts
$383K +$77.4K +365 +25%
CAM
1735
Cubic Asset Management
Massachusetts
$382K
MWM
1736
Modera Wealth Management
New Jersey
$381K -$648K -3,054 -63%
NFSG
1737
Newbridge Financial Services Group
Florida
$381K -$26.3K -124 -6%
TCM
1738
Tradewinds Capital Management
Washington
$379K -$28.5K -134 -7%
PIM
1739
Parker Investment Management
California
$377K +$25.5K +120 +7%
SIA
1740
SkyView Investment Advisors
New Jersey
$376K -$342K -1,981 -48%
DC
1741
DeDora Capital
California
$376K +$376K +1,773 New
AG
1742
AIA Group
Hong Kong
$375K -$1.97M -9,278 -84%
PB
1743
Pinnacle Bancorp
Nebraska
$374K
DWA
1744
Dougherty Wealth Advisers
Minnesota
$374K
FSA
1745
Fort Sheridan Advisors
Illinois
$373K
EWM
1746
Evermay Wealth Management
Virginia
$372K -$41.5K -195 -10%
CPA
1747
Cardiff Park Advisors
California
$372K +$17.6K +83 +5%
PCFFS
1748
Pacific Center for Financial Services
California
$371K -$2.13K -10 -0.6%
FSA
1749
Financial Sense Advisors
California
$371K +$371K +1,746 New
FPA
1750
First Pacific Advisors
California
$370K -$717K -3,380 -66%