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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 %
EC
2201
Estate Counselors
Wisconsin
$78K
CAC
2202
Core Alternative Capital
Georgia
$77K +$57.4K +225 +292%
CC
2203
Corsicana & Co
Texas
$76K
FCMT
2204
Founders Capital Management (Texas)
Texas
$76K
LSV Asset Management
2205
LSV Asset Management
Illinois
$76K
SWM
2206
Sugarloaf Wealth Management
Georgia
$76K +$32.9K +129 +76%
WIA
2207
Wealthstreet Investment Advisors
Texas
$74K
DWA
2208
Delos Wealth Advisors
Texas
$73K +$61.8K +242 +550%
Cohen & Steers
2209
Cohen & Steers
New York
$71K +$1.78K +7 +3%
SN
2210
Sittner & Nelson
Oregon
$71K +$12.9K +51 +22%
PCTC
2211
Perkins Coie Trust Company
Washington
$70K -$3.32K -13 -5%
IRC
2212
Investors Research Corp
Georgia
$69K +$505 +2 +0.7%
TI
2213
Truehand Inc
New Hampshire
$68K
HFM
2214
Hartford Financial Management
Connecticut
$66K -$1.53K -6 -2%
CT
2215
Clearstead Trust
Maine
$66K
TVWM
2216
Tower View Wealth Management
Wisconsin
$66K
TSWM
2217
Tyler-Stone Wealth Management
Ohio
$66K +$66K +260 New
SIS
2218
Sound Income Strategies
Florida
$65K -$506 -2 -0.8%
CWM
2219
Curi Wealth Management
North Carolina
$65K +$65K +258 New
EIP
2220
Ellis Investment Partners
Pennsylvania
$62K
DAM
2221
Delta Asset Management
Tennessee
$59K
CWA
2222
Clearview Wealth Advisors
Oregon
$57K -$3.8K -15 -6%
IAG
2223
Investmark Advisory Group
Connecticut
$56K +$56K +223 New
CAL
2224
Capital Advisors Ltd
Ohio
$54K +$28.4K +111 +111%
RA
2225
Rise Advisors
New York
$53.4K +$53.4K +210 New