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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 %
SBL
1776
Sargent Bickham Lagudis
Colorado
$406K +$4.07K +16 +1%
DI
1777
DFPG Investments
Utah
$406K +$8.92K +40 +2%
IIC
1778
Integrated Investment Consultants
Michigan
$405K +$3.81K +15 +0.9%
CBT
1779
CoreFirst Bank & Trust
Kansas
$399K
SIM
1780
SSI Investment Management
California
$396K -$1.27K -5 -0.3%
CCA
1781
Cobblestone Capital Advisors
New York
$396K
KW
1782
KWB Wealth
California
$396K
BEI
1783
Benjamin Edwards Inc
Missouri
$394K +$394K +1,551 New
FCBT
1784
First Citizens Bank & Trust
North Carolina
$393K +$1.02K +4 +0.3%
BWP
1785
Baldwin Wealth Partners
Massachusetts
$392K -$12.7K -50 -3%
CPWM
1786
Cypress Point Wealth Management
Texas
$392K
BFA
1787
Beacon Financial Advisory
Ohio
$392K +$38.2K +150 +11%
PP
1788
Pegasus Partners
Wisconsin
$391K +$62.8K +247 +19%
WCM
1789
Weik Capital Management
Pennsylvania
$390K +$47K +185 +14%
PA
1790
PFG Advisors
Arizona
$390K +$152K +598 +64%
MCM
1791
Mengis Capital Management
Oregon
$389K
WP
1792
WMS Partners
Maryland
$387K +$23.6K +93 +7%
BB
1793
Busey Bank
Illinois
$384K -$36.3K -143 -9%
CPWA
1794
Cerro Pacific Wealth Advisors
California
$382K +$16K +63 +4%
NME
1795
Notis-McConarty Edward
$381K
GD
1796
Grandfield & Dodd
New York
$380K
HIC
1797
Holderness Investments Company
North Carolina
$379K +$64.8K +255 +21%
ITIM
1798
Indiana Trust & Investment Management
Indiana
$377K +$27.9K +110 +8%
JWM
1799
Jeppson Wealth Management
California
$377K +$45.5K +179 +14%
WA
1800
Wealth Architects
California
$374K +$26.4K +104 +8%