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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 %
P
1851
&Partners
Tennessee
$334K
FNBSF
1852
First National Bank Sioux Falls
South Dakota
$334K +$334K +1,313 New
DA
1853
Duality Advisers
Florida
$333K +$333K +1,309 New
LGA
1854
Lebenthal Global Advisors
New York
$332K +$332K +1,308 New
PFC
1855
Phocas Financial Corp
California
$330K +$53.3K +210 +19%
NIMI
1856
Natixis Investment Managers International
France
$329K +$36.6K +144 +13%
KWM
1857
Kolinsky Wealth Management
New Jersey
$329K +$329K +1,294 New
TCWM
1858
Total Clarity Wealth Management
Illinois
$328K +$15.2K +60 +5%
CCFM
1859
Clear Creek Financial Management
Washington
$328K +$328K +1,290 New
PIA
1860
Pinion Investment Advisors
Kansas
$327K +$56.6K +223 +21%
AAM
1861
Arabesque Asset Management
United Kingdom
$326K -$1.92M -7,531 -85%
SAM
1862
Secure Asset Management
Michigan
$326K -$65.8K -259 -17%
FP
1863
Fiduciary Planning
Florida
$326K -$43.2K -170 -12%
NIM
1864
NuWave Investment Management
New Jersey
$325K +$325K +1,279 New
CBN
1865
Cadence Bank NA
Texas
$324K +$66K +260 +26%
CSPIA
1866
Cary Street Partners Investment Advisory
Virginia
$324K +$101K +397 +45%
ACP
1867
Aveo Capital Partners
Colorado
$323K +$8.63K +34 +3%
LA
1868
LexAurum Advisors
Kansas
$322K -$15.2K -60 -5%
LA
1869
Latitude Advisors
Florida
$322K +$6.6K +26 +2%
NHC
1870
Nicholas Hoffman & Company
Georgia
$320K +$26.5K +104 +9%
NAS
1871
Nicolet Advisory Services
Wisconsin
$319K -$129K -508 -29%
LAM
1872
Lynch Asset Management
Pennsylvania
$318K +$318K +1,250 New
ACM
1873
Avalon Capital Management
California
$317K
LFASL
1874
Lugano Financial Advisors SA (LFA)
Switzerland
$317K
WSC
1875
Wellington Shields & Co
New York
$317K +$317K +1,246 New