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 %
ZCM
626
Ziegler Capital Management
Illinois
$6.66M -$43.6M -23,423 -87%
ECM
627
Everence Capital Management
Indiana
$6.66M +$357K +1,460 +6%
OSIA
628
O'Shares Investment Advisers
Massachusetts
$6.6M -$1.64M -6,710 -20%
GC
629
Garde Capital
Washington
$6.52M -$240K -983 -4%
AF
630
Arrow Financial
New York
$6.47M -$196K -802 -3%
APGDR
631
Absoluto Partners Gestao de Recursos
Brazil
$6.46M +$2.64M +10,824 +69%
OHIS
632
Oak Harvest Investment Services
Texas
$6.41M +$451K +1,846 +8%
NCM
633
Nelson Capital Management
California
$6.41M +$69.4K +284 +1%
KPWS
634
Kestra Private Wealth Services
Texas
$6.41M +$429K +1,756 +7%
AWS
635
AJ Wealth Strategies
New York
$6.39M -$887K -3,630 -12%
LFAS
636
Level Four Advisory Services
Texas
$6.36M +$150K +612 +2%
PWS
637
Peloton Wealth Strategists
Indiana
$6.35M -$225K -920 -3%
FLPIM
638
F.L. Putnam Investment Management
Massachusetts
$6.32M -$482K -1,974 -7%
AAS
639
Avantax Advisory Services
Texas
$6.32M +$1.13M +4,641 +22%
MME
640
Meag Munich Ergo
Germany
$6.31M -$1.37M -5,589 -18%
IPAM
641
ICICI Prudential Asset Management
India
$6.29M +$1.2M +4,896 +23%
LS
642
Livforsakringsbolaget Skandia
Sweden
$6.26M +$904K +3,700 +17%
AP
643
Advisor Partners
California
$6.21M +$121K +496 +2%
SCM
644
Sitrin Capital Management
California
$6.11M -$92.6K -379 -1%
MUAMU
645
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$6.11M +$2.44M +10,000 +67%
IRF
646
IBM Retirement Fund
New York
$6.1M -$1.2M -4,902 -16%
GCC
647
Game Creek Capital
Massachusetts
$6.08M +$2.52M +10,325 +71%
CCM
648
Candlestick Capital Management
Connecticut
$6.06M +$6.06M +24,812 New
PGFC
649
Peapack-Gladstone Financial Corp
New Jersey
$6.05M +$298K +1,221 +5%
JCM
650
Jag Capital Management
Missouri
$6M +$5.37K +22 +0.1%