CRM icon

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 %
PCM
1901
Princeton Capital Management
New Jersey
$266K +$10.6K +50 +4%
ANBT
1902
American National Bank & Trust
Texas
$266K +$27.8K +131 +12%
WSC
1903
Wellington Shields & Co
New York
$265K
HW
1904
Hamilton Wealth
California
$265K +$265K +1,247 New
CBN
1905
Cadence Bank NA
Texas
$264K -$7K -33 -3%
FOA
1906
Five Oceans Advisors
California
$262K -$24K -113 -8%
LSA
1907
Lion Street Advisors
Texas
$262K +$5.29K +25 +2%
SMC
1908
Smith, Moore & Co
Missouri
$262K +$20.8K +98 +9%
PCA
1909
Peddock Capital Advisors
Massachusetts
$261K
SCM
1910
Southport Capital Management
Tennessee
$260K -$474K -2,233 -65%
GMA
1911
Glassy Mountain Advisors
Maryland
$260K
EVC
1912
Eidelman Virant Capital
Missouri
$260K +$7.85K +37 +3%
SAM
1913
Smithbridge Asset Management
Pennsylvania
$259K +$259K +1,219 New
LCM
1914
Leisure Capital Management
California
$258K
CCP
1915
Carmel Capital Partners
California
$258K
HIP
1916
HUB Investment Partners
Texas
$257K -$97.8K -460 -28%
DHGWA
1917
Dixon Hughes Goodman Wealth Advisors
North Carolina
$256K +$13K +61 +5%
BBL
1918
Beck Bode LLC
Massachusetts
$256K +$256K +1,205 New
KA
1919
Klingman & Associates
New York
$255K -$85.4K -402 -25%
QTM
1920
qPULA Trading Management
New York
$255K +$255K +1,200 New
WA
1921
WBH Advisory
Maryland
$253K
SFG
1922
Sather Financial Group
Texas
$253K +$56.7K +267 +29%
ICA
1923
Infrastructure Capital Advisors
New York
$253K +$253K +1,191 New
PA
1924
PFG Advisors
Arizona
$251K -$75K -353 -23%
LA
1925
LexAurum Advisors
Kansas
$251K -$18K -85 -7%