CRM icon

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 %
BWM
2451
Biltmore Wealth Management
Arizona
-$202K -743 Closed
JC
2452
Jacobs & Co
California
-$200K -741 Closed
PWM
2453
Prentice Wealth Management
New York
-$149K -550 Closed
CDIA
2454
Capital Directions Investment Advisors
Georgia
-$135K -499 Closed
KIG
2455
Kowal Investment Group
Wisconsin
-$135K -498 Closed
CPC
2456
Consolidated Planning Corp
Georgia
-$120K -444 Closed
APP
2457
Alpha Paradigm Partners
Illinois
-$120K -441 Closed
IF
2458
Ironwood Financial
Arizona
-$106K -389 Closed
BMD
2459
Better Money Decisions
New Mexico
-$99K -365 Closed
IWA
2460
IBEX Wealth Advisors
New Jersey
-$59K -216 Closed
WLPWM
2461
Walled Lake Planning & Wealth Management
Illinois
-$44K -161 Closed
MA
2462
MCF Advisors
Kentucky
-$39K -143 Closed
JPLA
2463
Joseph P. Lucia & Associates
New York
-$30K -112 Closed
APWA
2464
Atlas Private Wealth Advisors
New Jersey
-$30K -110 Closed
PP
2465
Pacifica Partners
Canada
-$19K -67 Closed
SFP
2466
Sterling Financial Planning
New Jersey
-$18K -66 Closed
CCA
2467
Catalyst Capital Advisors
New York
-$17K -64 Closed
FQ
2468
First Quadrant
California
-$11K -42 Closed
GPA
2469
Guidance Point Advisors
Massachusetts
-$9K -38 Closed
SL
2470
Savior LLC
Massachusetts
-$9K -34 Closed
RTL
2471
Red Tortoise LLC
Georgia
-$1K -8 Closed