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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 %
DCM
551
Dupont Capital Management
Delaware
$10.7M -$4.02M -14,832 -27%
PA
552
Parallel Advisors
California
$10.6M +$1.3M +4,794 +14%
XWM
553
Xcel Wealth Management
Florida
$10.6M +$121K +446 +1%
PCM
554
Parsons Capital Management
Rhode Island
$10.6M +$201K +741 +2%
WS
555
Wedbush Securities
California
$10.5M +$201K +741 +2%
GLAM
556
Gardner Lewis Asset Management
Pennsylvania
$10.5M +$1.01M +3,710 +11%
NIG
557
NFJ Investment Group
Texas
$10.5M +$10.1M +37,281 +2,964%
PMAM
558
Picton Mahoney Asset Management
Ontario, Canada
$10.4M +$10.4M +38,500 New
CTC
559
Central Trust Company
Missouri
$10.4M -$1.87M -6,910 -15%
ASN
560
Advisory Services Network
Georgia
$10.3M +$2.4M +8,833 +30%
PWAG
561
Polaris Wealth Advisory Group
California
$10.3M +$9.02M +32,860 +700%
PWM
562
Perigon Wealth Management
California
$10.3M +$259K +955 +3%
DWA
563
Douglass Winthrop Advisors
New York
$10.2M +$1.21M +4,456 +13%
CCM
564
Crossvault Capital Management
Texas
$10.1M -$63.7K -235 -0.6%
AAM
565
Autus Asset Management
Arizona
$10M +$183K +673 +2%
M
566
MOTCO
Texas
$9.93M +$318K +1,172 +3%
GIM
567
Grassi Investment Management
California
$9.9M +$115K +425 +1%
MIM
568
Marco Investment Management
Georgia
$9.9M -$239K -881 -2%
BU
569
BBVA USA
Alabama
$9.87M -$314K -1,159 -3%
CK
570
Cohen Klingenstein
New York
$9.86M -$910K -3,354 -8%
AF
571
Ally Financial
Michigan
$9.76M
RC
572
RegentAtlantic Capital
New Jersey
$9.76M +$1.28M +4,704 +15%
Cetera Investment Advisers
573
Cetera Investment Advisers
Illinois
$9.73M +$651K +2,401 +7%
NCM
574
Novare Capital Management
North Carolina
$9.71M +$155K +571 +2%
BHB
575
Bank Hapoalim BM
Israel
$9.69M +$526K +1,938 +6%