CRM icon

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 %
HFM
2151
Hartford Financial Management
Connecticut
$55K
TVWM
2152
Tower View Wealth Management
Wisconsin
$55K
SIS
2153
Sound Income Strategies
Florida
$55K +$843 +4 +2%
RA
2154
Rise Advisors
New York
$55K +$10.6K +50 +24%
MUMSS
2155
Mitsubishi UFJ Morgan Stanley Securities
Japan
$53K -$27.6K -130 -34%
HIM
2156
Hillsdale Investment Management
Ontario, Canada
$52K -$95K -446 -65%
TSWM
2157
Tyler-Stone Wealth Management
Ohio
$52K -$3.18K -15 -6%
GLLW
2158
Graves Light Lenhart Wealth
Virginia
$50K -$30.8K -144 -38%
FFA
2159
Fairfield Financial Advisors
Massachusetts
$48.8K +$48.8K +230 New
CWA
2160
Clearview Wealth Advisors
Oregon
$48K
CAL
2161
Capital Advisors Ltd
Ohio
$48K +$3.38K +16 +8%
AAP
2162
Arax Advisory Partners
Colorado
$48K +$4.05K +19 +9%
T
2163
TOBAM
France
$46K -$75.2K -358 -62%
Simplex Trading
2164
Simplex Trading
Illinois
$45K -$20.4M -97,686 -100%
SC
2165
Siena Capital
Ohio
$45K +$45K +210 New
TIM
2166
Tortoise Investment Management
New York
$44K +$5.77K +27 +15%
AIP
2167
Ahrens Investment Partners
Louisiana
$42K -$34.7K -165 -45%
EA
2168
Emerald Advisers
Pennsylvania
$42K -$28.4K -135 -40%
APC
2169
Aspire Private Capital
North Carolina
$42K
BCMLT
2170
Beacon Capital Management LLC (Tennessee)
Tennessee
$42K +$42K +196 New
NIC
2171
Northwest Investment Counselors
Oregon
$39K +$9.7K +46 +33%
RG
2172
Retirement Group
California
$39K +$15.4K +72 +65%
TC
2173
Tacita Capital
Ontario, Canada
$37K
TC
2174
Trust Company
Kansas
$36K
FPFS
2175
First Personal Financial Services
North Carolina
$36K +$7.88K +37 +28%