CRM icon

Salesforce

2,167 hedge funds and large institutions have $257B invested in Salesforce in 2021 Q3 according to their latest regulatory filings, with 223 funds opening new positions, 1,198 increasing their positions, 524 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,167
Holders Change
+112
Holders Change %
+5.45%
% of All Funds
38.06%
Holding in Top 10
157
Holding in Top 10 Change
+58
Holding in Top 10 Change %
+58.59%
% of All Funds
2.76%
New
223
Increased
1,198
Reduced
524
Closed
84
Calls
$7.86B
Puts
$8.49B
Net Calls
-$628M
Net Calls Change
+$722M
Name Holding Trade Value Shares
Change
Shares
Change %
NAMM
501
NorthStar Asset Management (Massachusetts)
Massachusetts
$13.2M +$604K +2,227 +5%
CB
502
Commerce Bank
Missouri
$13.1M +$2.22M +8,170 +20%
GFA
503
Gifford Fong Associates
California
$12.9M
NMIMC
504
Northwestern Mutual Investment Management Company
Wisconsin
$12.9M +$1.47M +5,429 +13%
CWM
505
Calamos Wealth Management
Illinois
$12.8M +$4.2M +15,478 +49%
SRC
506
Shufro Rose & Co
New York
$12.8M +$89.2K +329 +0.7%
AIM
507
Achmea Investment Management
Netherlands
$12.8M -$198K -729 -2%
TCM
508
Thames Capital Management
New Jersey
$12.6M +$12.6M +46,499 New
WSTAM
509
Wilbanks Smith & Thomas Asset Management
Virginia
$12.6M +$297K +1,095 +2%
TCM
510
Trybe Capital Management
Connecticut
$12.6M
PIM
511
Progressive Investment Management
Oregon
$12.5M +$98.2K +362 +0.8%
BCMO
512
Buckingham Capital Management (Ohio)
Ohio
$12.5M +$202K +744 +2%
KAS
513
Kemnay Advisory Services
New York
$12.2M +$742K +2,734 +6%
PHK
514
Point72 Hong Kong
Hong Kong
$12.2M +$3.38M +12,457 +38%
JIC
515
Johnson Investment Counsel
Ohio
$12.2M +$140K +517 +1%
AWM
516
AE Wealth Management
Kansas
$12.1M +$2.84M +10,471 +31%
IPGDR
517
Investidor Profissional Gestao de Recursos
Brazil
$12M +$12M +44,249 New
EOJOAM
518
E. Ohman J:or Asset Management
Sweden
$11.9M +$1.17M +4,300 +11%
EWM
519
Edge Wealth Management
New York
$11.7M +$860K +3,172 +8%
FNT
520
First National Trust
Pennsylvania
$11.7M +$346K +1,276 +3%
SLG
521
Stanley-Laman Group
Pennsylvania
$11.7M +$8.59M +31,667 +278%
KeyBank National Association
522
KeyBank National Association
Ohio
$11.7M +$559K +2,060 +5%
MCM
523
Maytus Capital Management
New York
$11.7M -$3.25M -12,000 -22%
AIM
524
Allen Investment Management
New York
$11.6M +$707K +2,606 +6%
CWP
525
CFM Wealth Partners
Texas
$11.6M +$220K +811 +2%