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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 %
MUAMU
676
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$6.78M
JCM
677
Jag Capital Management
Missouri
$6.78M +$123K +455 +2%
BAM
678
Belpointe Asset Management
Nevada
$6.7M +$684K +2,520 +11%
AAM
679
Advisors Asset Management
Colorado
$6.64M -$1.97M -7,260 -23%
PGFC
680
Peapack-Gladstone Financial Corp
New Jersey
$6.59M -$128K -473 -2%
RIA
681
RPG Investment Advisory
California
$6.55M -$1.76M -6,498 -21%
HCA
682
Harbour Capital Advisors
Virginia
$6.55M +$127K +468 +2%
FFA
683
Fragasso Financial Advisors
Pennsylvania
$6.53M +$1.05M +3,871 +19%
PFP
684
Pinnacle Financial Partners
Tennessee
$6.51M +$527K +1,943 +9%
WF
685
WoodTrust Financial
Wisconsin
$6.5M +$842K +3,103 +15%
PFO
686
Pathstone Family Office
New Jersey
$6.5M +$893K +3,292 +16%
BZWA
687
Blue Zone Wealth Advisors
California
$6.48M +$662K +2,442 +11%
GH
688
GAM Holding
Switzerland
$6.45M -$37.4K -138 -0.6%
PFS
689
Prospera Financial Services
Texas
$6.44M -$1.58M -5,830 -20%
SAM
690
Shikiar Asset Management
New York
$6.44M +$606K +2,233 +10%
EWM
691
Executive Wealth Management
Michigan
$6.43M -$190K -702 -3%
RCM
692
RNC Capital Management
California
$6.37M +$320K +1,178 +5%
GWSG
693
GPS Wealth Strategies Group
Colorado
$6.36M +$319K +1,178 +5%
RIM
694
Redpoint Investment Management
Australia
$6.32M -$36.6K -135 -0.6%
MAM
695
Martingale Asset Management
Massachusetts
$6.31M +$5.05M +18,615 +400%
SAM
696
Sabadell Asset Management
Spain
$6.3M -$3.64M -13,439 -37%
AAS
697
Annex Advisory Services
Wisconsin
$6.3M -$71.9K -265 -1%
DADC
698
D.A. Davidson & Co
Montana
$6.3M +$267K +985 +4%
BFEC
699
Benjamin F. Edwards & Company
Missouri
$6.3M +$152K +562 +2%
MFAM
700
Motley Fool Asset Management
Virginia
$6.28M +$62.1K +229 +1%