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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 %
WA
1801
Wealth Architects
California
$326K +$13.8K +65 +4%
CIP
1802
Convergence Investment Partners
Florida
$325K -$15.9K -75 -5%
GWANC
1803
Guardian Wealth Advisors (North Carolina)
North Carolina
$325K +$87.6K +412 +37%
GJIC
1804
Gamble Jones Investment Counsel
California
$322K -$191K -900 -37%
PP
1805
Pegasus Partners
Wisconsin
$322K -$4.67K -22 -1%
TCM
1806
Traynor Capital Management
Pennsylvania
$320K -$87.6K -413 -21%
MCM
1807
Mengis Capital Management
Oregon
$320K -$4.66K -22 -1%
NIM
1808
Northeast Investment Management
Massachusetts
$319K +$8.28K +39 +3%
QCIG
1809
Quad-Cities Investment Group
Iowa
$319K +$10.6K +50 +3%
BBW
1810
Blue Barn Wealth
Utah
$319K +$12.1K +57 +4%
P
1811
&Partners
Tennessee
$319K +$40.3K +190 +14%
FFG
1812
Ford Financial Group
California
$319K +$49.2K +232 +18%
NME
1813
Notis-McConarty Edward
$318K
GG
1814
Golden Green
South Carolina
$317K -$295K -1,392 -48%
HWA
1815
Heritage Wealth Advisors
Virginia
$317K -$58.6K -276 -16%
AWM
1816
Accurate Wealth Management
Florida
$316K +$126K +595 +67%
LDB
1817
Lee, Danner & Bass
Tennessee
$316K +$316K +1,489 New
RBFC
1818
Roman Butler Fullerton & Co
Missouri
$315K -$1.2M -5,642 -79%
LIM
1819
Leavell Investment Management
Alabama
$315K -$162K -762 -34%
JCM
1820
Janney Capital Management
Pennsylvania
$315K +$19.3K +91 +7%
NWA
1821
New World Advisors
Massachusetts
$315K +$16.3K +92 +5%
ACA
1822
Affinity Capital Advisors
California
$315K +$133K +624 +73%
MA
1823
MONECO Advisors
Connecticut
$314K +$6.58K +31 +2%
CWS
1824
Confluence Wealth Services
Pennsylvania
$314K +$12.1K +57 +4%
FMC
1825
First Merchants Corp
Indiana
$314K +$62.3K +293 +25%