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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 %
ETCM
1926
Evolutionary Tree Capital Management
Virginia
$251K
SWM
1927
SFG Wealth Management
Maryland
$251K +$5.32K +25 +2%
FRA
1928
Front Row Advisors
California
$250K
1WM
1929
1900 Wealth Management
Texas
$249K
CWM
1930
Curi Wealth Management
North Carolina
$249K +$194K +916 +355%
CT
1931
Coastline Trust
Rhode Island
$248K -$95.4K -450 -28%
WE
1932
Wealth Effects
Massachusetts
$248K +$3.18K +15 +1%
MAG
1933
MRA Advisory Group
New Jersey
$248K +$5.72K +27 +2%
HWA
1934
HCR Wealth Advisors
California
$248K +$14.5K +68 +6%
DAM
1935
Diamant Asset Management
Connecticut
$248K +$53K +250 +27%
WA
1936
Waverly Advisors
Alabama
$247K -$42.3K -199 -15%
CFN
1937
Cordasco Financial Network
Florida
$247K +$21.2K +100 +9%
AIA
1938
Angeles Investment Advisors
California
$245K -$455K -2,143 -65%
EFG
1939
Everhart Financial Group
Ohio
$245K -$142K -666 -37%
SAM
1940
Strategy Asset Managers
California
$245K -$138K -651 -36%
FFG
1941
Frisch Financial Group
New York
$245K -$101K -475 -29%
CWA
1942
Clarity Wealth Advisors
California
$245K
WIC
1943
Woodmont Investment Counsel
Tennessee
$245K +$2.98K +14 +1%
TCM
1944
Tufton Capital Management
Maryland
$244K
CC
1945
Callan Capital
California
$244K +$10.4K +49 +4%
PAG
1946
Private Advisory Group
Washington
$244K +$61.7K +291 +34%
FGIM
1947
First Growth Investment Manager
California
$244K +$244K +1,150 New
NGA
1948
Naples Global Advisors
Florida
$243K -$15.9K -75 -6%
FAFN
1949
First Affirmative Financial Network
Colorado
$243K +$31.6K +149 +15%
UAS
1950
United Asset Strategies
New York
$242K -$2.54K -12 -1%