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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 %
CAPTRUST Financial Advisors
651
CAPTRUST Financial Advisors
North Carolina
$7.37M +$1.39M +5,141 +23%
EI
652
Ethic Inc
New York
$7.36M +$1.33M +4,908 +22%
FDCDDQ
653
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.36M -$408K -1,506 -5%
WAM
654
Wolverine Asset Management
Illinois
$7.31M +$7.31M +26,963 New
DA
655
Dash Acquisitions
California
$7.29M +$1.07M +3,927 +17%
EWM
656
Elite Wealth Management
Washington
$7.25M +$181K +666 +3%
CCP
657
Corient Capital Partners
California
$7.23M +$1.88M +6,948 +35%
ZCM
658
Ziegler Capital Management
Illinois
$7.21M +$6.24M +22,910 +640%
BC
659
Breakline Capital
New York
$7.21M +$7.21M +26,568 New
AF
660
Arrow Financial
New York
$7.2M +$15.7K +58 +0.2%
MLL
661
Moody Lynn & Lieberson
Massachusetts
$7.17M +$5.6M +20,663 +358%
AIMCA
662
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$7.16M +$7.16M +26,400 New
IRF
663
IBM Retirement Fund
New York
$7.14M +$367K +1,354 +5%
NCM
664
Nelson Capital Management
California
$7.09M -$30.9K -114 -0.4%
Verition Fund Management
665
Verition Fund Management
Connecticut
$7.05M -$6.86M -25,305 -49%
PWS
666
Peloton Wealth Strategists
Indiana
$6.99M -$54.2K -200 -0.8%
GC
667
Garde Capital
Washington
$6.99M -$257K -948 -4%
FFWA
668
FRG Family Wealth Advisors
Washington
$6.95M +$438K +1,615 +7%
LIP
669
Liontrust Investment Partners
United Kingdom
$6.89M +$6.89M +25,400 New
VFA
670
Valeo Financial Advisors
Indiana
$6.86M +$194K +2,020 +3%
S
671
Surevest
California
$6.85M +$206K +761 +3%
AP
672
Advisor Partners
California
$6.84M -$46.4K -171 -0.7%
BJL
673
Brighton Jones LLC
Washington
$6.82M +$703K +2,592 +11%
KRSITF
674
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$6.79M +$252K +930 +4%
SCM
675
Sitrin Capital Management
California
$6.78M +$1.36K +5 +0%