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 %
S
651
Surevest
California
$5.98M +$961K +3,933 +19%
EWM
652
Executive Wealth Management
Michigan
$5.96M +$80.9K +331 +1%
BFM
653
Boothbay Fund Management
New York
$5.94M +$3.46M +14,165 +140%
KOCAA
654
Knights of Columbus Asset Advisors
Connecticut
$5.93M -$327K -1,339 -5%
KRSITF
655
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$5.89M -$332K -1,359 -5%
TC
656
TwinBeech Capital
New York
$5.87M +$5.87M +24,009 New
FFWA
657
FRG Family Wealth Advisors
Washington
$5.86M +$882K +3,610 +18%
GH
658
GAM Holding
Switzerland
$5.84M -$14.4K -59 -0.2%
IMC Chicago
659
IMC Chicago
Illinois
$5.81M +$423K +1,730 +8%
HCA
660
Harbour Capital Advisors
Virginia
$5.78M +$29.3K +120 +0.5%
AAS
661
Annex Advisory Services
Wisconsin
$5.73M +$2.57M +10,543 +81%
RIM
662
Redpoint Investment Management
Australia
$5.73M +$136K +558 +2%
AAF
663
Andra AP-fonden
Sweden
$5.72M +$1.29M +5,300 +29%
BCM
664
Bayesian Capital Management
New York
$5.72M +$5.72M +23,400 New
BTWM
665
Baker Tilly Wealth Management
Wisconsin
$5.7M +$516K +2,112 +10%
VFA
666
Valeo Financial Advisors
Indiana
$5.69M +$21.9K +268 +0.4%
MCM
667
Moore Capital Management
New York
$5.65M +$5.65M +23,110 New
FC
668
FORA Capital
Florida
$5.63M +$5.63M +23,059 New
DA
669
Dash Acquisitions
California
$5.6M +$399K +1,634 +8%
MFAM
670
Motley Fool Asset Management
Virginia
$5.6M +$516K +2,111 +10%
BFEC
671
Benjamin F. Edwards & Company
Missouri
$5.53M +$333K +1,363 +6%
MIAN
672
Mariner Independent Advisor Network
Kansas
$5.52M +$900K +3,684 +19%
VAG
673
VisionPoint Advisory Group
Texas
$5.52M +$1.74M +7,141 +46%
BJL
674
Brighton Jones LLC
Washington
$5.51M +$181K +740 +3%
EGM
675
Engineers Gate Manager
New York
$5.49M +$5.18M +21,195 +1,679%