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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 %
GCS
1951
Gordian Capital (Singapore)
Singapore
$242K
DIP
1952
DT Investment Partners
Pennsylvania
$242K +$242K +1,140 New
SNBOSD
1953
Security National Bank of So Dak
Iowa
$241K -$637 -3 -0.3%
ATC
1954
Adirondack Trust Company
New York
$241K +$37.2K +175 +18%
SIA
1955
Soltis Investment Advisors
Utah
$240K +$14K +66 +6%
CCFM
1956
Clear Creek Financial Management
Washington
$239K -$34.8K -164 -13%
GLA
1957
Good Life Advisors
Pennsylvania
$238K -$2.28M -10,764 -91%
JF
1958
JSF Financial
California
$238K +$1.27K +6 +0.5%
CA
1959
Cornerstone Advisory
Maryland
$237K -$149K -704 -39%
EL
1960
EMFO LLC
Florida
$237K -$149K -700 -39%
FH
1961
FWG Holdings
Florida
$237K -$60.8K -286 -20%
FAN
1962
Financial Advisors Network
California
$237K -$2.97K -14 -1%
ACM
1963
Avalon Capital Management
California
$237K +$17.6K +100 +8%
FPCG
1964
Fort Pitt Capital Group
Pennsylvania
$237K +$44.3K +209 +23%
CSB
1965
City State Bank
Iowa
$237K +$95.5K +450 +67%
RA
1966
RFG Advisory
Alabama
$236K -$50.8K -239 -18%
OWM
1967
Opes Wealth Management
California
$236K +$2.12K +10 +0.9%
EP
1968
EPIQ Partners
Minnesota
$235K
VCM
1969
Versant Capital Management
Arizona
$235K +$54.1K +255 +30%
ACM
1970
Ategra Capital Management
Virginia
$235K +$7.22K +34 +3%
FNWM
1971
Financial Network Wealth Management
Utah
$233K
CA
1972
CV Advisors
Florida
$233K
TCM
1973
Triumph Capital Management
Colorado
$233K +$233K +1,099 New
LNWTC
1974
Laird Norton Wetherby Trust Company
Washington
$233K +$233K +1,102 New
AWM
1975
Activest Wealth Management
Florida
$232K +$154K +724 +197%