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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 %
CMBA
2451
C.M. Bidwell & Associates
Hawaii
-$116K -457 Closed
EBA
2452
Eagle Bay Advisors
New York
-$116K -454 Closed
LPIC
2453
LeJeune Puetz Investment Counsel
Michigan
-$110K -434 Closed
FA
2454
Financial Avengers
California
-$106K -418 Closed
NR
2455
Newfound Research
Massachusetts
-$100K -393 Closed
WWM
2456
Wagner Wealth Management
South Carolina
-$96K -376 Closed
CSWM
2457
Cassady Schiller Wealth Management
Ohio
-$89K -352 Closed
LSV Asset Management
2458
LSV Asset Management
Illinois
-$76K -300 Closed
DAM
2459
Delta Asset Management
Tennessee
-$59K -234 Closed
IAG
2460
Investmark Advisory Group
Connecticut
-$56K -223 Closed
AHIA
2461
Andrew Hill Investment Advisors
Florida
-$50K -200 Closed
JWBC
2462
John W. Brooker & Co
California
-$33K -129 Closed
MWC
2463
MBM Wealth Consultants
Missouri
-$30K -118 Closed
ONST
2464
Old North State Trust
North Carolina
-$29K -114 Closed
RPCONE
2465
Retirement Planning Company of New England
Rhode Island
-$27K -108 Closed
RK
2466
Rather & Kittrell
Tennessee
-$23K -91 Closed
AWM
2467
Avondale Wealth Management
Texas
-$20K -80 Closed
WFS
2468
Widmann Financial Services
Maryland
-$15K -60 Closed
ARIS
2469
Advanced Research Investment Solutions
California
-$15K -60 Closed
TCM
2470
TD Capital Management
Tennessee
-$14K -55 Closed
UCB
2471
United Community Bank
South Carolina
-$12.7K -50 Closed
AIM
2472
AHL Investment Management
Florida
-$12K -48 Closed
CWA
2473
Core Wealth Advisors
Florida
-$6K -25 Closed
RI
2474
Rinkey Investments
California
-$5K -25 Closed
MFT
2475
Moisand Fitzgerald Tamayo
Florida
-$6K -24 Closed