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 %
OAM
1976
Oak Asset Management
California
$231K +$1.06K +5 +0.5%
FFA
1977
Fi3 Financial Advisors
Indiana
$231K +$26.4K +124 +13%
WP
1978
WealthPLAN Partners
Nebraska
$231K +$42.5K +241 +23%
WIM
1979
WealthPlan Investment Management
Nebraska
$231K +$231K +1,311 New
SP
1980
Successful Portfolios
Florida
$230K +$29.5K +139 +15%
SFWA
1981
Summit Financial Wealth Advisors
Louisiana
$230K +$230K +1,085 New
CAC
1982
Core Alternative Capital
Georgia
$229K +$165K +775 +257%
CICI
1983
Capital Investment Counsel Inc
North Carolina
$228K
OFS
1984
Orrstown Financial Services
Pennsylvania
$228K
GHAM
1985
Gilman Hill Asset Management
Connecticut
$228K
BONH
1986
Bank of New Hampshire
New Hampshire
$228K
SEP
1987
Southland Equity Partners
Missouri
$228K +$8.28K +39 +4%
TI
1988
TTP Investments
California
$227K
TCPWM
1989
Traverso Chambers Private Wealth Management
California
$227K +$1.7K +8 +0.8%
XS
1990
XR Securities
Illinois
$227K +$227K +1,071 New
GWM
1991
Gray Wealth Management
Maine
$226K +$10.6K +50 +5%
GTCM
1992
Gyon Technologies Capital Management
New Jersey
$225K -$1.62M -7,658 -88%
OFG
1993
Oxford Financial Group
Indiana
$225K -$471K -2,220 -68%
EWM
1994
Endurance Wealth Management
Rhode Island
$224K -$37.2K -175 -14%
CSPIA
1995
Cary Street Partners Investment Advisory
Virginia
$223K -$48K -226 -18%
SGK
1996
Steigerwald Gordon & Koch
Virginia
$223K
BMC
1997
Beaton Management Company
Massachusetts
$223K +$10.6K +50 +5%
CGA
1998
Crescent Grove Advisors
Illinois
$223K +$52.1K +245 +30%
GWS
1999
Glassman Wealth Services
Virginia
$223K +$60.9K +286 +38%
SPP
2000
Single Point Partners
Massachusetts
$223K +$223K +1,050 New