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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 %
BAM
2251
Bellevue Asset Management
Washington
$28K
RG
2252
Retirement Group
California
$28K
CMA
2253
Cedar Mountain Advisors
Oregon
$28K
VRS
2254
Virginia Retirement Systems
Virginia
$27.6K
TLCM
2255
Twin Lakes Capital Management
California
$27K
RPCONE
2256
Retirement Planning Company of New England
Rhode Island
$27K +$27K +108 New
RA
2257
Resolute Advisors
California
$26K -$57.6K -228 -69%
FMP
2258
Financial Management Professionals
Texas
$26K +$505 +2 +2%
VRM
2259
Vectors Research Management
New York
$26K +$14.6K +58 +129%
DFCM
2260
Dark Forest Capital Management
Puerto Rico
$26K +$26K +101 New
PO
2261
Private Ocean
California
$25K -$6.19K -24 -20%
DAC
2262
Dividend Assets Capital
South Carolina
$25K
CCC
2263
Crescent Capital Consulting
Louisiana
$24K
SCA
2264
Stuart Chaussee & Associates
California
$23K
PK
2265
Pflug Koory
Nebraska
$23K
LF
2266
Lee Financial
Texas
$23K +$9.67K +37 +73%
RK
2267
Rather & Kittrell
Tennessee
$23K +$23K +91 New
FNBOSM
2268
First National Bank of South Miami
Florida
$22K
OA
2269
Operose Advisors
Wisconsin
$22K +$22K +85 New
KFS
2270
Kelly Financial Services
Massachusetts
$20.1K +$3.56K +14 +22%
AWM
2271
Avondale Wealth Management
Texas
$20K
MBFW
2272
Morton Brown Family Wealth
Pennsylvania
$20K +$20K +80 New
BBPWM
2273
Blue Bell Private Wealth Management
Pennsylvania
$19K +$19K +73 New
AA
2274
Addison Advisors
Vermont
$19K +$19K +74 New
FP
2275
Financial Perspectives
Minnesota
$17.8K