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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 %
AIL
1801
AGF Investments LLC
Ontario, Canada
$373K -$524K -2,063 -58%
NIM
1802
Northeast Investment Management
Massachusetts
$372K
SWM
1803
Silverlake Wealth Management
Vermont
$371K +$371K +1,460 New
AT
1804
Arvest Trust
Oklahoma
$370K +$370K +1,457 New
QCIG
1805
Quad-Cities Investment Group
Iowa
$369K
CA
1806
Crewe Advisors
Utah
$369K +$242K +953 +191%
RIM
1807
Rockbridge Investment Management
New York
$368K +$254 +1 +0.1%
VC
1808
Veery Capital
Delaware
$367K -$64.6K -254 -15%
SXL
1809
Summit X LLC
Missouri
$367K -$41K -161 -10%
BBW
1810
Blue Barn Wealth
Utah
$367K -$7.37K -29 -2%
WMA
1811
West Michigan Advisors
Michigan
$367K +$367K +1,446 New
WAG
1812
Winthrop Advisory Group
Massachusetts
$366K +$2.54K +10 +0.7%
WDL
1813
Well Done LLC
Michigan
$366K +$39.4K +155 +12%
CAIMH
1814
Central Asset Investments & Management Holdings
Hong Kong
$365K +$86.2K +340 +31%
PSP
1815
Principal Street Partners
Tennessee
$364K +$15.5K +61 +4%
TWA
1816
TCI Wealth Advisors
Arizona
$363K -$7.36K -29 -2%
CWM
1817
Connecticut Wealth Management
Connecticut
$361K -$54.2K -213 -13%
CCMW
1818
Cypress Capital Management (Wyoming)
Wyoming
$361K
CWS
1819
Confluence Wealth Services
Pennsylvania
$361K +$361K +1,423 New
MSA
1820
Marino Stram & Associates
Massachusetts
$359K
HIF
1821
Hill Island Financial
Michigan
$357K +$357K +1,405 New
PFA
1822
Pathway Financial Advisors
Vermont
$356K +$356K +1,532 New
ZIC
1823
ZWJ Investment Counsel
Georgia
$355K
OIS
1824
Okabena Investment Services
Minnesota
$354K
JCM
1825
Janney Capital Management
Pennsylvania
$353K +$69.3K +273 +24%