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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 %
CSB
2126
City State Bank
Iowa
$170K +$170K +667 New
SFM
2127
Signet Financial Management
New Jersey
$167K +$167K +657 New
HWM
2128
Holloway Wealth Management
Florida
$162K -$173K
IFAM
2129
Institutional & Family Asset Management
Colorado
$162K +$1.27K +5 +0.8%
MW
2130
Milestone Wealth
New York
$161K +$161K +633 New
HWA
2131
HHM Wealth Advisors
Tennessee
$159K -$51K -200 -24%
WIM
2132
Westside Investment Management
California
$157K +$21.7K +230 +16%
OIA
2133
Optimum Investment Advisors
Illinois
$152K
BCM
2134
Blume Capital Management
California
$152K
EPM
2135
Equitec Proprietary Markets
Illinois
$152K +$152K +600 New
BDWM
2136
Brewin Dolphin Wealth Management
Ireland
$150K -$19.1K -75 -11%
FCB
2137
First Command Bank
Texas
$149K
T
2138
TOBAM
France
$147K -$52.2K -205 -26%
WPA
2139
West Paces Advisors
Georgia
$146K +$16.5K +65 +13%
KA
2140
Kozak & Associates
Colorado
$143K -$6.83K -34 -5%
AIM
2141
Arcadia Investment Management
Michigan
$142K
KIG
2142
Kessler Investment Group
Indiana
$141K +$13.7K +54 +11%
AS
2143
Altshuler Shaham
Israel
$137K -$53.2K -209 -28%
RFWA
2144
RPg Family Wealth Advisory
Massachusetts
$136K
BCP
2145
Blue Chip Partners
Michigan
$135K
MCM
2146
MV Capital Management
Maryland
$135K +$8.11K +32 +6%
BWM
2147
BerganKDV Wealth Management
Minnesota
$133K -$8.11K -32 -6%
VC
2148
Vestor Capital
Illinois
$133K
WOSD
2149
WFA of San Diego
California
$133K +$133K +525 New
JWA
2150
JFS Wealth Advisors
Pennsylvania
$130K