CRM icon

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 %
GWM
1976
Gray Wealth Management
Maine
$257K +$9.13K +36 +4%
JCIA
1977
Jackson Creek Investment Advisors
Colorado
$256K -$13.7K -54 -5%
RCA
1978
Ranch Capital Advisors
Florida
$256K -$509 -2 -0.2%
TIM
1979
Thompson Investment Management
Wisconsin
$256K
HCP
1980
Hexagon Capital Partners
Arkansas
$256K +$26.4K +104 +12%
PIP
1981
Peachtree Investment Partners
Florida
$256K +$256K +1,007 New
OFS
1982
Orrstown Financial Services
Pennsylvania
$255K
ER
1983
Enlightenment Research
Florida
$254K -$1.32M -5,200 -84%
BONST
1984
Bank of Nova Scotia Trust
Ontario, Canada
$254K -$254 -1 -0.1%
AIA
1985
Arbor Investment Advisors
North Carolina
$254K
CFIA
1986
Cantor Fitzgerald Investment Advisors
New York
$254K
BMC
1987
Beaton Management Company
Massachusetts
$254K
CWM
1988
CCG Wealth Management
California
$254K
FAFN
1989
First Affirmative Financial Network
Colorado
$254K +$25.2K +99 +11%
Wealth Enhancement Advisory Services
1990
Wealth Enhancement Advisory Services
Minnesota
$254K +$33.5K +148 +15%
CCC
1991
Chelsea Counsel Company
California
$253K
ACS
1992
Archford Capital Strategies
Illinois
$252K +$252K +993 New
BMO
1993
Beck Mack & Oliver
New York
$251K -$96.5K -380 -28%
FP
1994
Foundry Partners
Minnesota
$250K
WP
1995
WealthPLAN Partners
Nebraska
$249K -$11.9K -51 -5%
YMRC
1996
Yorktown Management & Research Company
Virginia
$249K
BCM
1997
Breiter Capital Management
Florida
$248K
AAMC
1998
Asset Allocation & Management Company
Illinois
$248K +$248K +975 New
GSIS
1999
Global Strategic Investment Solutions
Arizona
$248K +$248K +976 New
RWM
2000
RBA Wealth Management
California
$247K +$247K +971 New