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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 %
CI
626
Cigna Investments
Connecticut
$8.03M +$240K +886 +3%
PAM
627
Private Asset Management
California
$8.03M +$587K +2,166 +8%
OHIS
628
Oak Harvest Investment Services
Texas
$8.02M +$897K +3,309 +13%
BTWM
629
Baker Tilly Wealth Management
Wisconsin
$7.89M +$1.56M +5,762 +25%
MAM
630
Meeder Asset Management
Ohio
$7.84M +$181K +669 +2%
DY
631
Dowling & Yahnke
California
$7.8M -$249K -917 -3%
PSC
632
Prentiss Smith & Co
Vermont
$7.79M +$22.2K +82 +0.3%
Credit Agricole
633
Credit Agricole
France
$7.76M +$4.67M +17,202 +151%
VAG
634
VisionPoint Advisory Group
Texas
$7.75M +$804K +2,616 +12%
NPT
635
Nixon Peabody Trust
Massachusetts
$7.73M +$55.6K +205 +0.7%
DAM
636
Deltec Asset Management
New York
$7.73M -$1.4M -5,180 -15%
TW
637
Transform Wealth
Colorado
$7.71M +$51K +188 +0.7%
UC
638
Unio Capital
New Jersey
$7.7M -$366K -1,349 -5%
STA
639
Summit Trail Advisors
New York
$7.66M +$3.74M +13,779 +95%
OSIA
640
O'Shares Investment Advisers
Massachusetts
$7.63M +$297K +1,095 +4%
TI
641
Tidal Investments
Wisconsin
$7.56M +$1.72M +6,326 +29%
WSCM
642
Wellington Shields Capital Management
New York
$7.54M -$18.2K -67 -0.2%
FIM
643
FWL Investment Management
Texas
$7.53M +$25.2K +93 +0.3%
SWM
644
Selective Wealth Management
Virginia
$7.5M +$7.44M +27,435 +12,643%
CIG
645
Consolidated Investment Group
Colorado
$7.49M
FLPIM
646
F.L. Putnam Investment Management
Massachusetts
$7.47M +$449K +1,654 +6%
KOCAA
647
Knights of Columbus Asset Advisors
Connecticut
$7.46M +$880K +3,243 +13%
H
648
Hexavest
Quebec, Canada
$7.46M -$1.08M -3,981 -13%
EAM
649
Erste Asset Management
Austria
$7.44M -$5.93M -21,908 -44%
ECM
650
Everence Capital Management
Indiana
$7.39M