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Salesforce

2,055 hedge funds and large institutions have $223B invested in Salesforce in 2021 Q2 according to their latest regulatory filings, with 215 funds opening new positions, 941 increasing their positions, 677 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,055
Holders Change
+83
Holders Change %
+4.21%
% of All Funds
35.88%
Holding in Top 10
99
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+25.32%
% of All Funds
1.73%
New
215
Increased
941
Reduced
677
Closed
105
Calls
$6.08B
Puts
$7.43B
Net Calls
-$1.35B
Net Calls Change
-$175M
Name Holding Trade Value Shares
Change
Shares
Change %
Wealthfront Advisers
501
Wealthfront Advisers
California
$10.6M +$3.14M +12,865 +42%
BCV
502
Banque Cantonale Vaudoise
Switzerland
$10.5M -$2.39M -9,799 -19%
EVM
503
Evelyn V. Moreno
$10.5M -$173K -708 -2%
RIG
504
Roosevelt Investment Group
New York
$10.4M +$1.03M +4,233 +11%
CCM
505
Covington Capital Management
California
$10.3M -$33K -135 -0.3%
KAS
506
Kemnay Advisory Services
New York
$10.3M
NMIMC
507
Northwestern Mutual Investment Management Company
Wisconsin
$10.3M +$109K +446 +1%
CWP
508
CFM Wealth Partners
Texas
$10.3M +$76K +311 +0.7%
CA
509
Cornerstone Advisors
North Carolina
$10.3M +$6.35M +26,000 +163%
Alyeska Investment Group
510
Alyeska Investment Group
Illinois
$10.3M -$120M -489,498 -92%
FNT
511
First National Trust
Pennsylvania
$10.2M +$366K +1,497 +4%
RIL
512
Rothschild Investment LLC
Illinois
$10.1M +$1.31M +5,382 +15%
ORI
513
Oak Ridge Investments
Illinois
$10M -$191K -783 -2%
KeyBank National Association
514
KeyBank National Association
Ohio
$10M -$110K -452 -1%
EWM
515
Evercore Wealth Management
New York
$9.99M +$1.18M +4,833 +13%
KA
516
Kintegral Advisory
New York
$9.99M
KIA
517
KCM Investment Advisors
California
$9.97M -$535K -2,192 -5%
SFA
518
Sequoia Financial Advisors
Ohio
$9.96M +$990K +4,053 +11%
BOTW
519
Bank of the West
California
$9.96M -$3.65M -14,963 -27%
VIM
520
Vancity Investment Management
British Columbia, Canada
$9.93M +$671K +2,749 +7%
AIM
521
Allen Investment Management
New York
$9.85M +$106K +434 +1%
SHGA
522
Sand Hill Global Advisors
California
$9.82M +$459K +1,878 +5%
CB
523
Commerce Bank
Missouri
$9.8M -$188K -768 -2%
EWM
524
Edge Wealth Management
New York
$9.79M +$148K +606 +2%
ACM
525
Alight Capital Management
New York
$9.77M +$9.77M +40,000 New