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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 %
BFC
2076
Bedel Financial Consulting
Indiana
$153K -$3.83K -18 -2%
MCM
2077
Magnolia Capital Management
New York
$149K
UID
2078
Union Investments & Development
Israel
$149K
SQA
2079
Simon Quick Advisors
New Jersey
$147K -$74.8K -352 -34%
SIMG
2080
Stephens Investment Management Group
Texas
$144K
KA
2081
Kozak & Associates
Colorado
$143K
KFP
2082
KB Financial Partners
New Jersey
$142K -$5.1K -24 -3%
HWM
2083
Holloway Wealth Management
Florida
$136K -$162K
SIAP
2084
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$135K -$8.07K -38 -6%
OIA
2085
Optimum Investment Advisors
Illinois
$134K +$6.38K +30 +5%
BCM
2086
Blume Capital Management
California
$134K +$6.38K +30 +5%
HDIM
2087
Hanson & Doremus Investment Management
Vermont
$133K +$34.2K +161 +35%
WIM
2088
Westside Investment Management
California
$132K +$58.1K +1,306 +78%
HWA
2089
HHM Wealth Advisors
Tennessee
$132K
C
2090
Covestor
United Kingdom
$132K +$39.5K +186 +43%
AA
2091
Addison Advisors
Vermont
$126K +$110K +518 +700%
CDIA
2092
Capital Directions Investment Advisors
Georgia
$123K +$123K +578 New
RCG
2093
Rock Creek Group
District of Columbia
$121K -$118K -558 -49%
GIA
2094
GHP Investment Advisors
Colorado
$121K +$121K +572 New
AIM
2095
Arcadia Investment Management
Michigan
$119K
KIG
2096
Kessler Investment Group
Indiana
$118K
VC
2097
Vestor Capital
Illinois
$118K +$6.18K +29 +6%
GM
2098
GeoWealth Management
Illinois
$115K +$115K +541 New
RFWA
2099
RPg Family Wealth Advisory
Massachusetts
$114K
OA
2100
Operose Advisors
Wisconsin
$111K +$92.9K +437 +514%