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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 %
PW
2001
Peninsula Wealth
California
$244K +$244K +959 New
FFA
2002
Fi3 Financial Advisors
Indiana
$244K +$244K +962 New
PAM
2003
Premier Asset Management
Illinois
$243K -$36.9K -145 -13%
JWM
2004
Janiczek Wealth Management
Colorado
$243K -$507 -2 -0.2%
ATC
2005
Adirondack Trust Company
New York
$243K +$5.07K +20 +2%
PAG
2006
Powers Advisory Group
Illinois
$241K +$241K +948 New
BFG
2007
Berger Financial Group
Minnesota
$241K +$241K +949 New
HCM
2008
HMS Capital Management
Tennessee
$240K
SP
2009
Successful Portfolios
Florida
$240K +$240K +946 New
KI
2010
Kapitalo Investimentos
Brazil
$240K +$240K +943 New
AWG
2011
Altus Wealth Group
Colorado
$238K
DWM
2012
Dorchester Wealth Management
Quebec, Canada
$238K +$238K +935 New
PWMG
2013
Prestige Wealth Management Group
New Jersey
$237K -$10.7K -42 -4%
PNAA
2014
Pictet North America Advisors
Switzerland
$237K
WFA
2015
Wellspring Financial Advisors
Ohio
$237K +$4.83K +19 +2%
AWM
2016
Accurate Wealth Management
Florida
$237K +$15.9K +60 +7%
SWM
2017
Sculati Wealth Management
Michigan
$236K
ST
2018
Sentinel Trust
Texas
$236K +$236K +930 New
TAM
2019
Taurus Asset Management
New York
$235K
CCM
2020
Carlson Capital Management
Minnesota
$235K +$37.3K +147 +19%
SFG
2021
Sather Financial Group
Texas
$235K +$235K +924 New
ACP
2022
Aviance Capital Partners
Florida
$234K -$24.9K -98 -10%
SBWIC
2023
Schaper Benz & Wise Investment Counsel
Wisconsin
$234K
DAM
2024
Diamant Asset Management
Connecticut
$234K +$12.7K +50 +6%
GG
2025
Greenwood Gearhart
Arkansas
$234K +$234K +920 New