CRM icon

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 %
FAG
2026
Financial Advisory Group
Texas
$233K
IA
2027
IFG Advisory
Georgia
$232K -$2.28K -9 -1%
LFG
2028
Larson Financial Group
Missouri
$232K +$193K +758 +492%
FPCG
2029
Fort Pitt Capital Group
Pennsylvania
$231K +$231K +908 New
CFO
2030
Collective Family Office
Pennsylvania
$231K +$231K +908 New
MIA
2031
MainStreet Investment Advisors
Illinois
$230K -$31K -122 -12%
VFM
2032
Vivid Financial Management
California
$230K -$16K -63 -7%
CFS
2033
CRA Financial Services
New Jersey
$230K
UL
2034
Unionview LLC
Washington
$230K +$230K +905 New
BDS
2035
Banco de Sabadell
Florida
$229K -$1.99M -7,819 -90%
BFWA
2036
Benchmark Financial Wealth Advisors
Florida
$229K -$3.05K -12 -1%
CBFP
2037
Cedar Brook Financial Partners
Ohio
$229K +$35.1K +138 +18%
PCM
2038
Palisade Capital Management
New Jersey
$229K +$229K +900 New
CF
2039
Corrigan Financial
Rhode Island
$229K
DMBA
2040
Deseret Mutual Benefit Administrators
Utah
$228K +$19.6K +77 +9%
FM
2041
Freemont Management
Switzerland
$228K +$110K +435 +94%
MC
2042
Manteio Capital
New Jersey
$228K +$228K +896 New
EFSCE
2043
Enterprise Financial Services Corp (EFSC)
Missouri
$227K -$80.5K -317 -26%
AI
2044
Accredited Investors
Minnesota
$227K +$2.03K +8 +0.9%
MA
2045
MJP Associates
Connecticut
$226K -$65.1K -255 -22%
RWG
2046
Ratio Wealth Group
Colorado
$226K
PP
2047
Patten & Patten
Tennessee
$224K +$224K +883 New
SCFS
2048
S.C. Financial Services
Arizona
$224K +$224K +979 New
FA
2049
Fermata Advisors
California
$223K +$10.9K +43 +5%
CCP
2050
Cassia Capital Partners
North Carolina
$222K -$1.87M -7,334 -89%