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 %
AIP
2001
Ahrens Investment Partners
Louisiana
$41K +$8.2K +50 +25%
HI
2002
Hoey Investments
Pennsylvania
$41K +$41K +250 New
AA
2003
Addison Advisors
Vermont
$40K -$58.7K -352 -59%
TSWM
2004
Tyler-Stone Wealth Management
Ohio
$40K
CAL
2005
Capital Advisors Ltd
Ohio
$40K +$2.94K +18 +8%
HFS
2006
HBC Financial Services
Washington
$39K +$30.3K +175 +350%
GLLW
2007
Graves Light Lenhart Wealth
Virginia
$37K -$1.14K -7 -3%
SC
2008
Siena Capital
Ohio
$35K
Cohen & Steers
2009
Cohen & Steers
New York
$33K -$25.6K -155 -44%
APC
2010
Aspire Private Capital
North Carolina
$33K
EA
2011
Emerald Advisers
Pennsylvania
$33K
FFA
2012
Fairfield Financial Advisors
Massachusetts
$31.4K -$6.6K -40 -17%
NIC
2013
Northwest Investment Counselors
Oregon
$31K
FMP
2014
Financial Management Professionals
Texas
$31K +$10.1K +60 +48%
CWA
2015
Clearview Wealth Advisors
Oregon
$29K -$8.07K -49 -22%
TC
2016
Tacita Capital
Ontario, Canada
$29K
GKIM
2017
GW&K Investment Management
Massachusetts
$29K +$18.7K +114 +181%
TCM
2018
Tradewinds Capital Management
Washington
$28K -$266K -1,613 -90%
NICM
2019
Neo Ivy Capital Management
New York
$28K -$125K -770 -82%
CWM
2020
CarsonAllaria Wealth Management
Illinois
$28K
TC
2021
Trust Company
Kansas
$28K
FPFS
2022
First Personal Financial Services
North Carolina
$28K
MG
2023
MilWealth Group
Wisconsin
$27.2K
CAM
2024
Costello Asset Management
Pennsylvania
$24K
FWA
2025
FSC Wealth Advisors
New York
$24K