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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 %
FCFS
2101
First Command Financial Services
Texas
$202K +$62.2K +245 +44%
WCA
2102
Waypoint Capital Advisors
Minnesota
$202K +$202K +794 New
JLBC
2103
J.L. Bainbridge & Co
Florida
$201K -$51K -200 -20%
KWM
2104
Keebeck Wealth Management
Illinois
$201K -$25.4K -100 -11%
TFS
2105
TrustCore Financial Services
Tennessee
$198K -$7.13K -28 -3%
NICM
2106
Neo Ivy Capital Management
New York
$195K +$195K +768 New
AIM
2107
ARK Investment Management
Florida
$195K +$195K +768 New
TFM
2108
TFC Financial Management
Massachusetts
$194K
GWS
2109
Glassman Wealth Services
Virginia
$194K +$8.91K +35 +5%
PMFA
2110
Plante Moran Financial Advisors
Michigan
$193K +$90K +354 +87%
SCA
2111
Sandy Cove Advisors
Massachusetts
$193K +$193K +761 New
MAWCM
2112
Mine & Arao Wealth Creation & Management
California
$191K
HR
2113
Howe & Rusling
New York
$188K
BFC
2114
Bedel Financial Consulting
Indiana
$188K +$12.2K +48 +7%
BWM
2115
Baystate Wealth Management
Massachusetts
$184K +$19.9K +78 +12%
SFO
2116
Standard Family Office
South Dakota
$182K +$182K +716 New
FMII
2117
Farmers & Merchants Investments Inc
Nebraska
$178K +$9.38K +37 +6%
MCM
2118
Magnolia Capital Management
New York
$178K +$178K +700 New
ACM
2119
Aquatic Capital Management
Illinois
$178K +$178K +700 New
UID
2120
Union Investments & Development
Israel
$178K +$178K +700 New
KFP
2121
KB Financial Partners
New Jersey
$176K -$35.1K -138 -17%
HIM
2122
Hillsdale Investment Management
Ontario, Canada
$175K +$55.8K +220 +47%
SIMG
2123
Stephens Investment Management Group
Texas
$173K
ZIG
2124
Zullo Investment Group
Pennsylvania
$172K +$172K +678 New
SIAP
2125
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$171K -$30.7K -121 -15%