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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 %
SAM
1826
Synergy Asset Management
Washington
$353K +$101K +396 +40%
LF
1827
Lantz Financial
Illinois
$352K -$9.15K -36 -3%
CWP
1828
Concord Wealth Partners
Virginia
$351K +$231K +909 +192%
VCG
1829
Vantage Consulting Group
Virginia
$351K +$351K +1,382 New
SA
1830
Syntax Advisors
New York
$351K +$351K +1,382 New
CWM
1831
Cedar Wealth Management
California
$350K +$100K +395 +40%
WA
1832
Waddell & Associates
Tennessee
$349K
WF
1833
Wayfinding Financial
Washington
$349K +$349K +1,642 New
Manulife (Manufacturers Life Insurance)
1834
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$348K -$43.1K -169,504 -11%
CB
1835
CNB Bank
Pennsylvania
$347K -$11.7K -46 -3%
WA
1836
WBH Advisory
Maryland
$346K
SG
1837
Somerset Group
Minnesota
$346K
LAM
1838
L2 Asset Management
Massachusetts
$346K +$346K +1,360 New
CPA
1839
Capital Performance Advisors
California
$346K +$346K +1,625 New
TC
1840
Titleist Capital
Texas
$345K +$345K +1,359 New
CAM
1841
CenterStar Asset Management
Illinois
$343K -$490K
FOA
1842
Five Oceans Advisors
California
$343K +$13.5K +53 +4%
RA
1843
RFG Advisory
Alabama
$343K +$65.3K +257 +24%
FAM
1844
Formidable Asset Management
Ohio
$341K -$12.5K -50 -4%
GSEP
1845
Golden State Equity Partners
California
$340K -$143K -560 -30%
LNB
1846
Ledyard National Bank
$340K +$6.35K +25 +2%
RIS
1847
Retirement Income Solutions
Michigan
$338K
JIC
1848
Joel Isaacson & Co
New York
$336K
HWIS
1849
Hancock Whitney Investment Services
Louisiana
$336K +$336K +1,306 New
CCM
1850
Consolidated Capital Management
California
$335K