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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 %
MHR
2176
Matthew Hamilton Rosenberg
$105K +$73.1K +287 +230%
FCG
2177
Financial Connections Group
California
$105K +$105K +416 New
WAM
2178
WFA Asset Management
Wisconsin
$102K +$102K +400 New
SC
2179
Steph & Co
Wisconsin
$101K +$78.6K +309 +351%
NR
2180
Newfound Research
Massachusetts
$100K +$100K +393 New
PCH
2181
Polar Capital Holdings
United Kingdom
$98.7K -$71.6K -281,933 -42%
JAM
2182
JCIC Asset Management
Ontario, Canada
$98K
MUMSS
2183
Mitsubishi UFJ Morgan Stanley Securities
Japan
$97K -$2.55K -10 -3%
GAAM
2184
Guinness Atkinson Asset Management
California
$97K
WWM
2185
Wagner Wealth Management
South Carolina
$96K +$26.8K +105 +39%
GLLW
2186
Graves Light Lenhart Wealth
Virginia
$96K +$57.7K +227 +150%
FA
2187
Fortis Advisors
Pennsylvania
$95K
AWM
2188
Activest Wealth Management
Florida
$93K +$27.3K +108 +42%
AIP
2189
Ahrens Investment Partners
Louisiana
$93K +$93K +365 New
LWA
2190
Lenox Wealth Advisors
New York
$90K -$20.3K -80 -18%
CSWM
2191
Cassady Schiller Wealth Management
Ohio
$89K +$89K +352 New
ME
2192
McIlrath & Eck
Washington
$86K -$3.83K -15 -4%
EA
2193
Emerald Advisers
Pennsylvania
$85K +$85K +335 New
ECM
2194
Estabrook Capital Management
New York
$84.1K +$58.7K +231 +231%
BG
2195
Bollard Group
Massachusetts
$84K
CTB
2196
Country Trust Bank
Illinois
$84K
TCWA
2197
Ten Capital Wealth Advisors
Washington
$84K +$31.9K +125 +61%
HFA
2198
HC Financial Advisors
California
$82K
CHC
2199
City Holding Co
West Virginia
$79K
PHAM
2200
Portland Hill Asset Management
United Kingdom
$79K