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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 %
IIA
2051
ICW Investment Advisors
Arizona
$222K +$763 +3 +0.3%
CAM
2052
Claret Asset Management
Quebec, Canada
$222K +$25.4K +100 +13%
TBA
2053
Tower Bridge Advisors
Pennsylvania
$222K -$15.5K -61 -7%
SAM
2054
SignalPoint Asset Management
Missouri
$221K -$3.81K -15 -2%
SIC
2055
Sigma Investment Counselors
Michigan
$221K +$15.5K +61 +8%
CIA
2056
Caerus Investment Advisors
Texas
$221K +$221K +870 New
AWA
2057
Amplius Wealth Advisors
Pennsylvania
$221K +$221K +870 New
SFG
2058
SNS Financial Group
Minnesota
$220K -$25.5K -100 -10%
CA
2059
Continuum Advisory
Idaho
$220K +$220K +867 New
PAG
2060
Private Advisory Group
Washington
$218K
TSW
2061
Thompson Siegel & Walmsley
Virginia
$218K
ACA
2062
Affinity Capital Advisors
California
$218K +$30.5K +120 +16%
CIA
2063
Cladis Investment Advisory
Montana
$218K +$218K +857 New
OWA
2064
Outlook Wealth Advisors
Texas
$217K -$2.04K -8 -0.9%
VCM
2065
Versant Capital Management
Arizona
$217K +$57.3K +225 +36%
LP
2066
LGL Partners
Pennsylvania
$217K +$217K +854 New
LBC
2067
Lowe Brockenbrough & Co
Virginia
$216K -$16.3K -64 -7%
AR
2068
Apeiron RIA
Texas
$216K +$216K +849 New
CWC
2069
Carolinas Wealth Consulting
North Carolina
$215K
TWM
2070
Triton Wealth Management
Arizona
$215K +$5.76K +27 +3%
PL
2071
Pluribus Labs
California
$215K +$215K +846 New
NSIM
2072
North Star Investment Management
Illinois
$213K -$173K -680 -45%
IAP
2073
Indie Asset Partners
Indiana
$212K -$762 -3 -0.4%
AWA
2074
Archvest Wealth Advisors
California
$212K +$212K +835 New
GA
2075
GFS Advisors
Texas
$210K -$78.7K -310 -27%