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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 %
SWM
2126
Sugarloaf Wealth Management
Georgia
$81K +$18K +85 +29%
CHC
2127
City Holding Co
West Virginia
$80K
FA
2128
Fortis Advisors
Pennsylvania
$79K
SIC
2129
SJS Investment Consulting
Ohio
$79K +$43.4K +205 +122%
OLVIG
2130
Oliver Lagore Vanvalin Investment Group
Michigan
$78K -$4.17M -19,466 -98%
LJHT
2131
Laurie J. Hall Trustee
$77K -$10.5K -50 -12%
FCMT
2132
Founders Capital Management (Texas)
Texas
$76K
VCM
2133
Vigilant Capital Management
Maine
$76K +$31.7K +150 +71%
MHR
2134
Matthew Hamilton Rosenberg
$75K -$12.8K -60 -15%
Cohen & Steers
2135
Cohen & Steers
New York
$75K +$16.1K +76 +27%
LAS
2136
Lloyd Advisory Services
Georgia
$74K +$74K +349 New
JFGIW
2137
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$73K -$16.9K -80 -19%
JWA
2138
JFS Wealth Advisors
Pennsylvania
$71K -$38.1K -179 -35%
ECM
2139
Estabrook Capital Management
New York
$70.3K
BG
2140
Bollard Group
Massachusetts
$70K
HFA
2141
HC Financial Advisors
California
$69K
TFO
2142
Tarbox Family Office
California
$68K -$497K -2,355 -88%
CTB
2143
Country Trust Bank
Illinois
$67K -$3.4K -16 -5%
PHAM
2144
Portland Hill Asset Management
United Kingdom
$66K
EC
2145
Estate Counselors
Wisconsin
$65K
CC
2146
Corsicana & Co
Texas
$64K
TCWA
2147
Ten Capital Wealth Advisors
Washington
$63K -$6.32K -30 -9%
PCTC
2148
Perkins Coie Trust Company
Washington
$63K +$5.07K +24 +9%
WIA
2149
Wealthstreet Investment Advisors
Texas
$62K
NIM
2150
NuWave Investment Management
New Jersey
$55K -$217K -1,020 -80%