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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 %
CI
2226
Cordant Inc
Oregon
$8K +$8K +38 New
MWA
2227
Moser Wealth Advisors
Washington
$7K
BA
2228
Bellwether Advisors
Nebraska
$7K +$600 +3 +9%
LF
2229
Lee Financial
Texas
$6K -$11.6K -58 -66%
MBFW
2230
Morton Brown Family Wealth
Pennsylvania
$6K -$10K -50 -63%
RBC
2231
Roble Belko & Company
Pennsylvania
$6K -$1.85K -8 -24%
BCM
2232
Bourgeon Capital Management
Connecticut
$6K
RIM
2233
Ranger Investment Management
Texas
$6K
SSC
2234
Syverson Strege & Co
Iowa
$6K
CWA
2235
Carolina Wealth Advisors
South Carolina
$6K
PP
2236
Pacifica Partners
Canada
$6K +$6K +30 New
PCA
2237
Providence Capital Advisors
North Carolina
$5K -$2.38K -10 -32%
YAL
2238
Your Advocates Ltd
Texas
$5K
LSA
2239
Lansing Street Advisors
Pennsylvania
$5K +$5K +24 New
GFPC
2240
Global Financial Private Client
Florida
$4.88K
FEG
2241
Financial Enhancement Group
Indiana
$4K -$23.6K -112 -85%
JMF
2242
Johnson Midwest Financial
Iowa
$4K -$1K -5 -20%
LWA
2243
Lowe Wealth Advisors
Maryland
$4K
EFS
2244
Econ Financial Services
Pennsylvania
$4K
ST
2245
Sageworth Trust
Pennsylvania
$4K
LPWM
2246
Lake Point Wealth Management
Texas
$4K
IWP
2247
IAG Wealth Partners
Wisconsin
$4K
IHWM
2248
Iron Horse Wealth Management
Iowa
$4K +$4K +20 New
AP
2249
Atwood & Palmer
Missouri
$3K -$6.6K -33 -69%
SC
2250
Schubert & Co
Texas
$3K -$1.13K -6 -27%