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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 %
CHP
1926
Cable Hill Partners
Oregon
$285K +$57.9K +228 +26%
JF
1927
JSF Financial
California
$284K -$203K -799 -42%
GWANC
1928
Guardian Wealth Advisors (North Carolina)
North Carolina
$284K +$284K +1,117 New
RM
1929
Resource Management
Louisiana
$283K -$107K -422 -28%
WA
1930
Waverly Advisors
Alabama
$282K -$19.7K -95 -7%
EP
1931
EPIQ Partners
Minnesota
$281K
BWAM
1932
Boyd Watterson Asset Management
Ohio
$280K -$26.9K -106 -9%
OWM
1933
Opes Wealth Management
California
$280K -$254 -1 -0.1%
AA
1934
Apriem Advisors
California
$280K
WKSWA
1935
White Knight Strategic Wealth Advisors
New Jersey
$280K +$280K +1,100 New
CA
1936
CV Advisors
Florida
$280K +$280K +1,100 New
CC
1937
Callan Capital
California
$280K +$280K +1,101 New
PCG
1938
Private Capital Group
Connecticut
$279K -$30.3K -119 -10%
CWM
1939
Circle Wealth Management
New Jersey
$279K -$27.7K -109 -9%
HWA
1940
HCR Wealth Advisors
California
$279K -$12.7K -50 -4%
FNWM
1941
Financial Network Wealth Management
Utah
$279K +$12.7K +50 +5%
SMFG
1942
Sumitomo Mitsui Financial Group
Japan
$277K -$1.27M -4,967 -82%
EAM
1943
Evanson Asset Management
California
$277K -$36.6K -144 -12%
GC
1944
Grace Capital
Massachusetts
$276K -$16K -63 -5%
OAM
1945
Oak Asset Management
California
$275K +$12.7K +50 +5%
CICI
1946
Capital Investment Counsel Inc
North Carolina
$273K
BONH
1947
Bank of New Hampshire
New Hampshire
$273K +$273K +1,076 New
ACM
1948
Ategra Capital Management
Virginia
$272K
GHAM
1949
Gilman Hill Asset Management
Connecticut
$272K
TI
1950
TTP Investments
California
$272K +$272K +1,070 New