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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 %
WFA
2051
Wellspring Financial Advisors
Ohio
$195K -$3.4K -16 -2%
BDS
2052
Banco de Sabadell
Florida
$195K
DMBA
2053
Deseret Mutual Benefit Administrators
Utah
$195K +$4.25K +20 +2%
SCA
2054
Sandy Cove Advisors
Massachusetts
$193K +$31.1K +146 +19%
FM
2055
Freemont Management
Switzerland
$191K
ACM
2056
Aquatic Capital Management
Illinois
$191K +$42.4K +200 +29%
CT
2057
Clearstead Trust
Maine
$190K +$135K +635 +246%
Macquarie Group
2058
Macquarie Group
Australia
$183K +$2.09K +9,830 +1%
TSW
2059
Thompson Siegel & Walmsley
Virginia
$182K
RIM
2060
Rockbridge Investment Management
New York
$181K -$126K -595 -41%
SGA
2061
Seaport Global Advisors
Massachusetts
$179K -$217K -1,023 -55%
NSIM
2062
North Star Investment Management
Illinois
$178K
CWC
2063
Carolinas Wealth Consulting
North Carolina
$173K -$6.37K -30 -4%
SC
2064
Seldon Capital
California
$170K
TFS
2065
TrustCore Financial Services
Tennessee
$170K +$5.29K +25 +3%
FCFS
2066
First Command Financial Services
Texas
$169K -$426 -2 -0.3%
FCB
2067
First Command Bank
Texas
$169K +$51.7K +243 +44%
JWM
2068
Janiczek Wealth Management
Colorado
$166K -$37.9K -178 -19%
ZIG
2069
Zullo Investment Group
Pennsylvania
$166K +$22.3K +105 +15%
TFM
2070
TFC Financial Management
Massachusetts
$162K
MW
2071
Milestone Wealth
New York
$161K
HR
2072
Howe & Rusling
New York
$161K +$3.19K +15 +2%
MAWCM
2073
Mine & Arao Wealth Creation & Management
California
$160K
LFG
2074
Larson Financial Group
Missouri
$157K -$36.5K -172 -19%
Kayne Anderson Rudnick Investment Management
2075
Kayne Anderson Rudnick Investment Management
California
$156K -$20K -94 -11%