CRM icon

Salesforce

2,124 hedge funds and large institutions have $127B invested in Salesforce in 2022 Q2 according to their latest regulatory filings, with 136 funds opening new positions, 942 increasing their positions, 834 reducing their positions, and 244 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,124
Holders Change
-142
Holders Change %
-6.27%
% of All Funds
35.91%
Holding in Top 10
88
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-10.2%
% of All Funds
1.49%
New
136
Increased
942
Reduced
834
Closed
244
Calls
$3.81B
Puts
$3.56B
Net Calls
+$244M
Net Calls Change
+$724M
Name Holding Trade Value Shares
Change
Shares
Change %
ME
1976
McIlrath & Eck
Washington
$55K -$24.6K -149 -31%
CCA
1977
Column Capital Advisors
Indiana
$55K -$13.2K -80 -19%
ECM
1978
Estabrook Capital Management
New York
$54.6K
HFA
1979
HC Financial Advisors
California
$53K
HIM
1980
Hillsdale Investment Management
Ontario, Canada
$53K +$12.5K +75 +31%
KFP
1981
KB Financial Partners
New Jersey
$52K -$57.2K -350 -52%
CB
1982
Community Bank
New York
$52K -$23.2K -140 -31%
PHAM
1983
Portland Hill Asset Management
United Kingdom
$51K
TIM
1984
Tortoise Investment Management
New York
$51K +$16.7K +100 +49%
CTB
1985
Country Trust Bank
Illinois
$50K -$2.5K -15 -5%
EC
1986
Estate Counselors
Wisconsin
$50K
FCMT
1987
Founders Capital Management (Texas)
Texas
$50K
BMD
1988
Better Money Decisions
New Mexico
$47K +$47K +286 New
FIA
1989
FNY Investment Advisers
New York
$45K -$114K -704 -72%
DWP
1990
Destiny Wealth Partners
Florida
$45K -$35.6K -215 -44%
PCTC
1991
Perkins Coie Trust Company
Washington
$45K -$3.94K -24 -8%
RG
1992
Retirement Group
California
$45K +$15.1K +92 +51%
OLVIG
1993
Oliver Lagore Vanvalin Investment Group
Michigan
$43K -$17K -103 -28%
HFM
1994
Hartford Financial Management
Connecticut
$43K
TVWM
1995
Tower View Wealth Management
Wisconsin
$43K
SIS
1996
Sound Income Strategies
Florida
$43K
RA
1997
Rise Advisors
New York
$43K
BCMLT
1998
Beacon Capital Management LLC (Tennessee)
Tennessee
$42K
TCWA
1999
Ten Capital Wealth Advisors
Washington
$41K -$8.23K -50 -17%
MUMSS
2000
Mitsubishi UFJ Morgan Stanley Securities
Japan
$41K