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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 %
MG
2176
MilWealth Group
Wisconsin
$35K
CWM
2177
CarsonAllaria Wealth Management
Illinois
$35K
FWA
2178
FSC Wealth Advisors
New York
$31K +$28.9K +135 +1,350%
CAM
2179
Costello Asset Management
Pennsylvania
$30K
FBT
2180
First Bank & Trust
South Dakota
$30K
MA
2181
MCF Advisors
Kentucky
$30K +$30K +139 New
BAM
2182
Bellevue Asset Management
Washington
$29K +$5.37K +25 +23%
FPB
2183
First PREMIER Bank
South Dakota
$28K
FMP
2184
Financial Management Professionals
Texas
$27K +$4.75K +22 +21%
DCM
2185
Disciplina Capital Management
Tennessee
$26.1K +$1.91K +9 +8%
CMA
2186
Cedar Mountain Advisors
Oregon
$24K
BC
2187
BIT Capital
Germany
$23.6K -$855K -4,025 -97%
TAM
2188
Tucker Asset Management
Colorado
$23.1K +$13K +61 +127%
LWA
2189
Lenox Wealth Advisors
New York
$23K -$45.6K -236 -66%
CHA
2190
Carmichael Hill & Associates
Maryland
$23K
TLCM
2191
Twin Lakes Capital Management
California
$23K
RA
2192
Rational Advisors
New York
$23K +$23K +108 New
RA
2193
Resolute Advisors
California
$22K
WAM
2194
Worth Asset Management
Texas
$22K +$22K +136 New
DAC
2195
Dividend Assets Capital
South Carolina
$21K
PO
2196
Private Ocean
California
$21K
SAM
2197
Strategic Asset Management
Minnesota
$21K +$8.4K +40 +67%
ICM
2198
Islay Capital Management
Texas
$19K -$70.8K -328 -79%
SCA
2199
Stuart Chaussee & Associates
California
$19K
PK
2200
Pflug Koory
Nebraska
$19K