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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 %
PP
2401
Patten & Patten
Tennessee
-$224K -883 Closed
FA
2402
Fermata Advisors
California
-$223K -878 Closed
IIA
2403
ICW Investment Advisors
Arizona
-$222K -873 Closed
CCP
2404
Cassia Capital Partners
North Carolina
-$222K -873 Closed
CAM
2405
Claret Asset Management
Quebec, Canada
-$222K -873 Closed
TBA
2406
Tower Bridge Advisors
Pennsylvania
-$222K -872 Closed
SAM
2407
SignalPoint Asset Management
Missouri
-$221K -871 Closed
CIA
2408
Caerus Investment Advisors
Texas
-$221K -870 Closed
AWA
2409
Amplius Wealth Advisors
Pennsylvania
-$221K -870 Closed
SIC
2410
Sigma Investment Counselors
Michigan
-$221K -868 Closed
CA
2411
Continuum Advisory
Idaho
-$220K -867 Closed
SFG
2412
SNS Financial Group
Minnesota
-$220K -864 Closed
CIA
2413
Cladis Investment Advisory
Montana
-$218K -857 Closed
LP
2414
LGL Partners
Pennsylvania
-$217K -854 Closed
OWA
2415
Outlook Wealth Advisors
Texas
-$217K -853 Closed
LBC
2416
Lowe Brockenbrough & Co
Virginia
-$216K -849 Closed
AR
2417
Apeiron RIA
Texas
-$216K -849 Closed
LWM
2418
Liberty Wealth Management
California
-$215 -848 Closed
PL
2419
Pluribus Labs
California
-$215K -846 Closed
AWA
2420
Archvest Wealth Advisors
California
-$212K -835 Closed
IAP
2421
Indie Asset Partners
Indiana
-$212K -835 Closed
GA
2422
GFS Advisors
Texas
-$210K -827 Closed
SSWM
2423
Sheets Smith Wealth Management
North Carolina
-$210K -826 Closed
TWP
2424
Tower Wealth Partners
Pennsylvania
-$210K -825 Closed
BMCM
2425
Burns Matteson Capital Management
New York
-$208K -817 Closed