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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 %
SAM
701
Shikiar Asset Management
New York
$5.25M +$717K +2,935 +16%
BZWA
702
Blue Zone Wealth Advisors
California
$5.24M +$337K +1,379 +7%
SC
703
SouthState Corp
Florida
$5.24M -$53.7K -220 -1%
SIC
704
Salem Investment Counselors
North Carolina
$5.23M +$194K +796 +4%
MHC
705
Meyer Handelman Company
New York
$5.23M +$1.44M +5,910 +38%
KC
706
Knuff & Co
California
$5.21M
SFI
707
Siemens Fonds Invest
Germany
$5.21M +$47.6K +195 +0.9%
LP
708
LMR Partners
United Kingdom
$5.15M +$5.15M +21,075 New
KWMG
709
King Wealth Management Group
Florida
$5.14M -$6.03M -24,671 -54%
MWM
710
Marietta Wealth Management
Georgia
$5.13M +$189K +775 +4%
CIM
711
Coastal Investment Management
California
$5.13M
WF
712
WoodTrust Financial
Wisconsin
$5.1M +$138K +563 +3%
GP
713
Girard Partners
Pennsylvania
$5.06M +$566K +2,318 +13%
PFO
714
Pathstone Family Office
New Jersey
$5.04M +$215K +881 +4%
B
715
BP
United Kingdom
$5.04M -$2.08M -8,518 -29%
CIM
716
Chapman Investment Management
California
$5.03M +$109K +448 +2%
MGWM
717
Marks Group Wealth Management
Minnesota
$5.02M +$122K +499 +2%
BAIA
718
Bel Air Investment Advisors
California
$5M -$343K -1,406 -6%
DBT
719
Dubuque Bank & Trust
Iowa
$5M -$298K -1,219 -6%
IWP
720
Icon Wealth Partners
Texas
$4.96M +$517K +2,118 +12%
BCA
721
Bray Capital Advisors
Florida
$4.95M -$4.89K -20 -0.1%
FFA
722
Fragasso Financial Advisors
Pennsylvania
$4.94M +$910K +3,727 +23%
LBD
723
Landsberg Bennett & Dubbaneh
Florida
$4.9M +$221K +898 +5%
PM
724
Precept Management
Texas
$4.89M -$1.22M -5,000 -20%
KCM
725
Kornitzer Capital Management
Kansas
$4.87M -$1.16M -4,741 -19%