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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 %
SC
1826
Sierra Capital
Florida
$313K -$34.9K -164 -10%
CWM
1827
CCG Wealth Management
California
$313K +$101K +477 +48%
AFWM
1828
AMJ Financial Wealth Management
Virginia
$312K -$2.62M -12,328 -89%
PAG
1829
Paladin Advisory Group
Iowa
$312K +$312K +1,474 New
WIA
1830
World Investment Advisors
California
$311K +$2.97K +14 +1%
FAM
1831
Formidable Asset Management
Ohio
$311K +$21.2K +100 +7%
GD
1832
Grandfield & Dodd
New York
$310K
WDL
1833
Well Done LLC
Michigan
$310K +$4.45K +21 +1%
JSW
1834
Journey Strategic Wealth
New Jersey
$310K +$48.7K +229 +19%
SFI
1835
SPC Financial Inc
Maryland
$309K -$770K -3,624 -71%
BB
1836
Busey Bank
Illinois
$309K -$12.1K -57 -4%
AA
1837
Apriem Advisors
California
$308K +$74.3K +350 +32%
VAG
1838
VisionPoint Advisory Group
Texas
$307K -$2.25M -14,044 -88%
BFG
1839
Berger Financial Group
Minnesota
$306K +$104K +492 +52%
CH
1840
Canton Hathaway
Rhode Island
$305K -$939K -4,426 -75%
FC
1841
Forte Capital
New York
$305K
PIA
1842
Pinion Investment Advisors
Kansas
$305K +$31.2K +147 +11%
KPW
1843
Kore Private Wealth
New York
$305K +$133K +628 +78%
NAS
1844
Nicolet Advisory Services
Wisconsin
$304K +$56K +284 +23%
IA
1845
IFG Advisory
Georgia
$303K +$109K +515 +56%
CCMW
1846
Cypress Capital Management (Wyoming)
Wyoming
$301K
TF
1847
Tompkins Financial
New York
$301K +$57.7K +271 +24%
WWM
1848
Windsor Wealth Management
Indiana
$300K -$272K -1,380 -48%
MSA
1849
Marino Stram & Associates
Massachusetts
$300K
LGA
1850
Lebenthal Global Advisors
New York
$300K +$22.9K +108 +8%