CRM icon

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 %
TCOV
576
Trust Company of Vermont
Vermont
$7.99M +$389K +1,594 +5%
HVIA
577
Hudson Valley Investment Advisors
New York
$7.98M -$171K -702 -2%
HIA
578
Harbor Investment Advisory
Maryland
$7.96M -$27.4K -112 -0.3%
PHK
579
Point72 Hong Kong
Hong Kong
$7.95M -$2.51M -10,278 -24%
CCG
580
Cypress Capital Group
Florida
$7.94M -$119K -486 -1%
FVWA
581
Foster Victor Wealth Advisors
South Carolina
$7.91M +$611K +2,500 +8%
DJSG
582
D.J. St. Germain
Massachusetts
$7.91M
CFG
583
Cambridge Financial Group
Ohio
$7.84M +$2.44K +10 +0%
CWM
584
Calamos Wealth Management
Illinois
$7.79M -$487K -1,993 -6%
RE
585
RBC Europe
United Kingdom
$7.78M +$360K +1,473 +5%
ACI
586
Alpha Cubed Investments
California
$7.78M -$65.7K -269 -0.8%
AAM
587
Advisors Asset Management
Colorado
$7.75M +$52.5K +215 +0.7%
WB
588
Webster Bank
Connecticut
$7.7M -$135K -553 -2%
H
589
Hexavest
Quebec, Canada
$7.69M -$1.31M -5,346 -15%
SC
590
Sepio Capital
Utah
$7.69M -$587K -2,405 -7%
AF
591
Alerus Financial
North Dakota
$7.69M +$1.94M +7,924 +34%
RJT
592
Raymond James Trust
Florida
$7.68M +$164K +670 +2%
RC
593
RegentAtlantic Capital
New Jersey
$7.64M +$1.05M +4,283 +16%
SWP
594
Stratos Wealth Partners
Ohio
$7.63M -$792K -3,242 -9%
ACP
595
Ashfield Capital Partners
California
$7.6M +$6.56M +26,844 +630%
FG
596
Fiduciary Group
Georgia
$7.54M +$291K +1,191 +4%
DBG
597
De Burlo Group
Massachusetts
$7.53M -$85.5K -350 -1%
RIA
598
RPG Investment Advisory
California
$7.48M +$243K +995 +3%
WTC
599
WhitTier Trust Company
Nevada
$7.37M +$487K +1,995 +7%
AWMT
600
AAFMAA Wealth Management & Trust
North Carolina
$7.33M -$1.45M -5,927 -16%