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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 %
WB
2001
West Bancorporation
Iowa
$222K -$2.55K -12 -1%
WCM
2002
Weik Capital Management
Pennsylvania
$221K -$105K -495 -32%
LWM
2003
Loveless Wealth Management
Montana
$221K
WTB
2004
Washington Trust Bank
Washington
$221K +$425 +2 +0.2%
CBA
2005
Coastal Bridge Advisors
Connecticut
$220K -$33.3K -157 -13%
CSA
2006
Cottage Street Advisors
Massachusetts
$220K +$850 +4 +0.4%
LIA
2007
LBMC Investment Advisors
Tennessee
$219K +$1.91K +9 +0.9%
AIP
2008
Almanack Investment Partners
Pennsylvania
$218K -$5.73K -27 -3%
ORC
2009
O'Rourke & Company
Massachusetts
$218K
DLA
2010
Douglas Lane & Associates
New York
$217K -$9.35K -44 -4%
NPA
2011
Nichols & Pratt Advisers
Massachusetts
$217K
CC
2012
Cadinha & Co
Hawaii
$216K -$645K -3,034 -75%
CWM
2013
Connecticut Wealth Management
Connecticut
$216K -$85.6K -403 -28%
Wealth Enhancement Advisory Services
2014
Wealth Enhancement Advisory Services
Minnesota
$216K -$29.5K -135 -12%
VC
2015
Veracity Capital
Georgia
$216K -$5.94K -28 -3%
NWM
2016
NEIRG Wealth Management
Massachusetts
$216K +$42.7K +201 +25%
MMPW
2017
Mitchell McLeod Pugh & Williams
Alabama
$215K -$3.18K -15 -1%
TWM
2018
Triton Wealth Management
Arizona
$215K
TIM
2019
Thompson Investment Management
Wisconsin
$214K
QC
2020
Quent Capital
New York
$214K +$123K +579 +135%
SI
2021
Sora Investors
Pennsylvania
$214K +$214K +1,007 New
BIA
2022
Bigelow Investment Advisors
Maine
$213K +$213K +1,004 New
DWM
2023
Dorchester Wealth Management
Quebec, Canada
$212K -$35.8K -135 -14%
PIP
2024
Peachtree Investment Partners
Florida
$212K -$1.48K -7 -0.7%
AIA
2025
Arbor Investment Advisors
North Carolina
$212K