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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 %
RIM
2301
Ranger Investment Management
Texas
$7K
SSC
2302
Syverson Strege & Co
Iowa
$7K
CWA
2303
Carolina Wealth Advisors
South Carolina
$7K
TF
2304
TimeScale Financial
Massachusetts
$6K
YAL
2305
Your Advocates Ltd
Texas
$6K
MFT
2306
Moisand Fitzgerald Tamayo
Florida
$6K
JMF
2307
Johnson Midwest Financial
Iowa
$6K +$4.8K +20 +400%
SC
2308
Schubert & Co
Texas
$6K +$6K +22 New
CWA
2309
Core Wealth Advisors
Florida
$6K +$6K +25 New
GFPC
2310
Global Financial Private Client
Florida
$5.85K
LWA
2311
Lowe Wealth Advisors
Maryland
$5K
IWP
2312
IAG Wealth Partners
Wisconsin
$5K
ST
2313
Sageworth Trust
Pennsylvania
$5K
LPWM
2314
Lake Point Wealth Management
Texas
$5K
IFA
2315
Interactive Financial Advisors
Illinois
$5K +$5K +20 New
EFS
2316
Econ Financial Services
Pennsylvania
$5K +$5K +21 New
RI
2317
Rinkey Investments
California
$5K +$5K +25 New
MIM
2318
Macroview Investment Management
Maryland
$4K -$8K -34 -67%
CA
2319
Centerpoint Advisors
Massachusetts
$4K
JIR
2320
James Investment Research
Ohio
$4K
DI
2321
Disciplined Investments
Oklahoma
$3K
FWA
2322
FSC Wealth Advisors
New York
$3K +$3K +10 New
HS
2323
Horan Securities
United States
$3K +$3K +12 New
SFG
2324
Steward Financial Group
Texas
$3K +$3K +12 New
IPW
2325
IronBridge Private Wealth
Texas
$2K