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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 %
TWP
2076
Tower Wealth Partners
Pennsylvania
$210K
Kayne Anderson Rudnick Investment Management
2077
Kayne Anderson Rudnick Investment Management
California
$210K +$6.09K +24 +3%
SSWM
2078
Sheets Smith Wealth Management
North Carolina
$210K +$210K +826 New
FWM
2079
Focused Wealth Management
New York
$208K -$10.1K -40 -5%
PGWM
2080
Parisi Gray Wealth Management
New Jersey
$208K +$208K +818 New
BMCM
2081
Burns Matteson Capital Management
New York
$208K +$4.07K +16 +2%
APG
2082
Abacus Planning Group
South Carolina
$207K -$24.4K -96 -11%
SPWG
2083
Sage Private Wealth Group
Illinois
$207K +$2.79K +11 +1%
SSCA
2084
South Shore Capital Advisors
Massachusetts
$207K +$207K +815 New
NWM
2085
NEIRG Wealth Management
Massachusetts
$207K +$207K +816 New
WDC
2086
Woodward Diversified Capital
California
$206K +$3.56K +14 +2%
RWA
2087
RGT Wealth Advisors
Texas
$206K +$12K +47 +6%
KPW
2088
Kore Private Wealth
New York
$205K -$600K -2,363 -75%
PCMC
2089
Private Capital Management (Colorado)
Colorado
$205K -$22.4K -88 -10%
CPO
2090
Cerity Partners OCIO
New York
$204K -$18.8K -74 -8%
FNBOO
2091
First National Bank of Omaha
Nebraska
$204K -$12.7K -50 -6%
WG
2092
Welch Group
Alabama
$204K -$11.4K -45 -5%
AIM
2093
Axiom Investment Management
New York
$204K +$1.52K +6 +0.8%
SC
2094
Seldon Capital
California
$204K +$204K +803 New
CGA
2095
Crescent Grove Advisors
Illinois
$204K +$204K +804 New
FNB
2096
Farmers National Bank
Kentucky
$204K -$29.7K -117 -13%
UCMOK
2097
United Capital Management of KS
Kansas
$203K -$9.68K -38 -5%
TA
2098
Trellis Advisors
Washington
$203K
ACP
2099
Arcus Capital Partners
Georgia
$203K +$203K +797 New
WIA
2100
Westbourne Investment Advisors
Maryland
$203K +$203K +800 New