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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 %
AWM
1851
AllSquare Wealth Management
New York
$300K +$75.1K +353 +33%
WMA
1852
West Michigan Advisors
Michigan
$299K -$7.85K -37 -3%
SG
1853
Somerset Group
Minnesota
$299K +$10.6K +50 +4%
ZIC
1854
ZWJ Investment Counsel
Georgia
$297K
IGWM
1855
ICA Group Wealth Management
Colorado
$297K +$297K +1,622 New
BFA
1856
Beacon Financial Advisory
Ohio
$296K -$31.4K -148 -10%
HKIMG
1857
Hutchens & Kramer Investment Management Group
Indiana
$296K -$849 -4 -0.3%
OIS
1858
Okabena Investment Services
Minnesota
$296K
CWM
1859
Cedar Wealth Management
California
$296K +$3.61K +17 +1%
HIC
1860
Holderness Investments Company
North Carolina
$295K -$21.6K -102 -7%
LF
1861
Lantz Financial
Illinois
$295K +$1.06K +5 +0.4%
PHIC
1862
Pine Haven Investment Counsel
Massachusetts
$295K +$73.2K +345 +33%
ITIM
1863
Indiana Trust & Investment Management
Indiana
$292K -$23.6K -111 -7%
WF
1864
Wayfinding Financial
Washington
$292K +$13.4K +79 +5%
WKSWA
1865
White Knight Strategic Wealth Advisors
New Jersey
$292K +$58.6K +276 +25%
WBCM
1866
Wilson & Boucher Capital Management
California
$291K +$30.4K +143 +12%
FNBSF
1867
First National Bank Sioux Falls
South Dakota
$290K +$11.3K +53 +4%
CA
1868
CoreCap Advisors
Michigan
$288K -$773K -3,643 -73%
WA
1869
Waddell & Associates
Tennessee
$288K -$4.25K -20 -1%
AT
1870
Arvest Trust
Oklahoma
$287K -$22.7K -107 -7%
BCP
1871
Berkeley Capital Partners
Georgia
$287K +$35.4K +167 +14%
PM
1872
Parametrica Management
Hong Kong
$286K -$586K -2,758 -67%
DL
1873
DOHJ LLC
Washington
$286K -$533K -2,510 -65%
CB
1874
CNB Bank
Pennsylvania
$286K -$4.46K -21 -2%
HHGA
1875
Halbert Hargrove Global Advisors
California
$286K +$31.7K +149 +12%