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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 %
GCP
1876
Gill Capital Partners
Colorado
$286K +$286K +1,348 New
SXL
1877
Summit X LLC
Missouri
$284K -$20.7K -98 -7%
TC
1878
Titleist Capital
Texas
$283K -$5.52K -26 -2%
RIS
1879
Retirement Income Solutions
Michigan
$282K
KWM
1880
Kolinsky Wealth Management
New Jersey
$282K +$6.81K +32 +2%
CCM
1881
Consolidated Capital Management
California
$281K +$1.7K +8 +0.6%
TCWM
1882
Total Clarity Wealth Management
Illinois
$281K +$7K +33 +3%
EAM
1883
Evanson Asset Management
California
$278K +$46.3K +218 +20%
HCP
1884
Hexagon Capital Partners
Arkansas
$278K +$64.3K +303 +30%
SW
1885
Solidarity Wealth
Utah
$278K +$278K +1,454 New
PWAG
1886
Polaris Wealth Advisory Group
California
$277K -$7.16M -35,740 -96%
ZF
1887
Zhang Financial
Michigan
$277K +$15.9K +75 +6%
AC
1888
AlphaCore Capital
California
$277K +$277K +1,303 New
CM
1889
CastleKnight Management
New York
$276K +$276K +1,300 New
FMII
1890
Farmers & Merchants Investments Inc
Nebraska
$275K +$126K +592 +84%
CL
1891
Choreo LLC
Illinois
$273K -$210K -987 -43%
SMA
1892
Sage Mountain Advisors
Georgia
$273K -$93.1K -439 -25%
LNB
1893
Ledyard National Bank
$273K -$11.7K -55 -4%
WDG
1894
Wealth Dimensions Group
Ohio
$270K +$30K +141 +13%
PGWM
1895
Parisi Gray Wealth Management
New Jersey
$270K +$96.6K +456 +56%
DI
1896
DFPG Investments
Utah
$269K -$71.5K -382 -21%
HCA
1897
Heck Capital Advisors
Wisconsin
$268K +$268K +1,264 New
ACP
1898
Aveo Capital Partners
Colorado
$267K -$3.4K -16 -1%
NHC
1899
Nicholas Hoffman & Company
Georgia
$267K
PFC
1900
Phocas Financial Corp
California
$266K -$9.54K -45 -3%