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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 %
AIA
2026
Arbor Investment Advisors
North Carolina
$212K
CCC
2027
Chelsea Counsel Company
California
$211K
GSIS
2028
Global Strategic Investment Solutions
Arizona
$211K +$3.4K +16 +2%
VT
2029
Vise Technologies
New York
$210K +$210K +990 New
PNAA
2030
Pictet North America Advisors
Switzerland
$209K +$11.1K +52 +6%
SCFS
2031
S.C. Financial Services
Arizona
$208K
AA
2032
Advisory Alpha
Michigan
$208K +$208K +979 New
TF
2033
Trek Financial
Arizona
$208K +$208K +980 New
OCM
2034
Orser Capital Management
Texas
$208K +$208K +980 New
FIA
2035
FNY Investment Advisers
New York
$208K +$208K +982 New
BWM
2036
Bulltick Wealth Management
Florida
$208K +$208K +979 New
LFASL
2037
Lugano Financial Advisors SA (LFA)
Switzerland
$207K -$57.7K -272 -22%
PCG
2038
Private Capital Group
Connecticut
$207K -$26.4K -124 -11%
AAMC
2039
Asset Allocation & Management Company
Illinois
$207K
BCM
2040
Breiter Capital Management
Florida
$207K
FWM
2041
Focused Wealth Management
New York
$207K +$32.9K +155 +19%
RWM
2042
RBA Wealth Management
California
$206K
AWG
2043
Altus Wealth Group
Colorado
$205K +$6.15K +29 +3%
WPC
2044
Waters Parkerson & Co
Louisiana
$203K -$156K -733 -43%
JCIA
2045
Jackson Creek Investment Advisors
Colorado
$203K -$10.4K -49 -5%
MIA
2046
MainStreet Investment Advisors
Illinois
$203K +$10.6K +50 +6%
VC
2047
Vicus Capital
Pennsylvania
$201K +$201K +946 New
NICM
2048
Neo Ivy Capital Management
New York
$200K +$36.9K +174 +23%
WPA
2049
West Paces Advisors
Georgia
$197K +$75.4K +355 +62%
SPWG
2050
Sage Private Wealth Group
Illinois
$196K +$22.7K +107 +13%