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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 %
TA
676
Tiedemann Advisors
New York
$5.47M +$458K +1,873 +9%
TCOK
677
Trust Company of Kansas
Kansas
$5.46M +$398K +1,631 +8%
RCM
678
RNC Capital Management
California
$5.45M +$625K +2,558 +13%
MCL
679
MIK Capital LP
New York
$5.44M +$5.44M +22,275 New
GWSG
680
GPS Wealth Strategies Group
Colorado
$5.44M +$165K +674 +3%
DADC
681
D.A. Davidson & Co
Montana
$5.43M +$327K +1,340 +6%
EI
682
Ethic Inc
New York
$5.43M +$1.42M +5,821 +35%
MM
683
Meridian Management
Arkansas
$5.42M -$357K -1,462 -6%
MCM
684
Murphy Capital Management
New Jersey
$5.42M -$54.5K -223 -1%
BAM
685
Belpointe Asset Management
Nevada
$5.41M +$505K +2,069 +10%
PFP
686
Pinnacle Financial Partners
Tennessee
$5.39M +$274K +1,121 +5%
PWA
687
Pinnacle Wealth Advisors
Tennessee
$5.39M +$5.39M +22,049 New
CAPTRUST Financial Advisors
688
CAPTRUST Financial Advisors
North Carolina
$5.38M -$191K -781 -3%
LNWWM
689
Laird Norton Wetherby Wealth Management
California
$5.37M +$251K +1,026 +5%
AC
690
Allstate Corporation
Illinois
$5.35M +$350K +1,434 +7%
YWP
691
YorkBridge Wealth Partners
New York
$5.31M +$21K +86 +0.4%
RCM
692
RB Capital Management
Nevada
$5.31M +$74.5K +305 +1%
MSA
693
Marino Stram & Associates
Massachusetts
$5.31M +$5.03M +20,577 +1,786%
JSC
694
Jackson Square Capital
California
$5.3M +$238K +975 +5%
HAG
695
HighPoint Advisor Group
Illinois
$5.3M +$553K +2,265 +12%
WC
696
Whitney & Co
New York
$5.29M +$178K +727 +3%
Bessemer Group
697
Bessemer Group
New Jersey
$5.28M -$18.6K -76 -0.4%
TI
698
Tidal Investments
Wisconsin
$5.27M +$1.32M +5,403 +33%
QOP
699
Quinn Opportunity Partners
Virginia
$5.25M -$1.95M -8,000 -27%
SW
700
SteelPeak Wealth
California
$5.25M +$151K +619 +3%