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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 %
UC
601
Unio Capital
New Jersey
$7.27M -$129K -527 -2%
DY
602
Dowling & Yahnke
California
$7.25M +$307K +1,258 +4%
PFS
603
Prospera Financial Services
Texas
$7.23M -$1.28M -5,251 -15%
ASN
604
Advisory Services Network
Georgia
$7.14M +$630K +2,579 +10%
OPS
605
Orion Portfolio Solutions
Nebraska
$7.12M +$1.75M +7,164 +33%
BPA
606
Beacon Pointe Advisors
California
$7.11M +$5.42M +22,204 +322%
CAM
607
Cozad Asset Management
Illinois
$7.08M -$624K -2,555 -8%
CI
608
Cigna Investments
Connecticut
$7.02M -$1M -4,097 -12%
PSC
609
Prentiss Smith & Co
Vermont
$7M -$210K -861 -3%
FDCDDQ
610
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.99M +$2.28M +9,334 +48%
FT
611
Fiduciary Trust
Massachusetts
$6.96M +$2.07M +8,457 +42%
CAM
612
Cresset Asset Management
Illinois
$6.95M +$2.53M +10,337 +57%
SAM
613
SP Asset Management
California
$6.94M +$51.6K +212 +0.7%
IA
614
IndexIQ Advisors
New York
$6.92M +$189K +774 +3%
NPT
615
Nixon Peabody Trust
Massachusetts
$6.92M -$977 -4 -0%
MAM
616
Meeder Asset Management
Ohio
$6.9M -$108K -442 -2%
TW
617
Transform Wealth
Colorado
$6.9M +$2.25M +9,213 +48%
WSCM
618
Wellington Shields Capital Management
New York
$6.81M -$83.5K -342 -1%
FIM
619
FWL Investment Management
Texas
$6.76M +$269K +1,102 +4%
CIG
620
Consolidated Investment Group
Colorado
$6.74M +$2.25M +9,200 +50%
BRWA
621
B. Riley Wealth Advisors
Florida
$6.73M +$316K +1,297 +5%
KCM
622
Karp Capital Management
California
$6.71M +$1.06M +4,321 +19%
LCH
623
Lee Capital Holdings
New York
$6.71M -$479K -1,960 -7%
PAM
624
Private Asset Management
California
$6.7M +$65K +266 +1%
GAM
625
Gotham Asset Management
New York
$6.67M -$1.55M -6,361 -19%