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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 %
AWS
701
AJ Wealth Strategies
New York
$6.25M -$844K -3,113 -12%
MHC
702
Meyer Handelman Company
New York
$6.25M +$447K +1,650 +8%
PCA
703
Pallas Capital Advisors
Massachusetts
$6.25M +$1.38M +4,547 +28%
SFI
704
Siemens Fonds Invest
Germany
$6.23M +$444K +1,638 +8%
VST
705
Van Strum & Towne
California
$6.21M +$2.13M +7,852 +52%
ECM
706
ExodusPoint Capital Management
New York
$6.18M -$31.5M -116,057 -84%
YWP
707
YorkBridge Wealth Partners
New York
$6.16M +$269K +993 +5%
NEI
708
Northwest & Ethical Investments
Ontario, Canada
$6.12M +$3.13M +11,528 +104%
SIC
709
Salem Investment Counselors
North Carolina
$6.12M +$309K +1,140 +5%
LNWWM
710
Laird Norton Wetherby Wealth Management
California
$6.11M +$149K +551 +3%
MIAN
711
Mariner Independent Advisor Network
Kansas
$6.09M -$4.58K -17 -0.1%
TCOK
712
Trust Company of Kansas
Kansas
$6.07M +$14.6K +54 +0.2%
FC
713
FORA Capital
Florida
$6.07M -$184K -679 -3%
WC
714
Whitney & Co
New York
$6.04M +$176K +650 +3%
SW
715
SteelPeak Wealth
California
$6.02M +$183K +676 +3%
MM
716
Meridian Management
Arkansas
$6M -$14.4K -53 -0.2%
SA
717
Strategic Advisors
New York
$6M +$1.99M +7,335 +50%
RCM
718
RB Capital Management
Nevada
$5.96M +$65.4K +241 +1%
CSS
719
Cubist Systematic Strategies
Connecticut
$5.96M -$3.69M -13,612 -38%
Lord, Abbett & Co
720
Lord, Abbett & Co
New Jersey
$5.91M -$53M -195,267 -90%
MWM
721
Marietta Wealth Management
Georgia
$5.89M +$191K +706 +3%
MCM
722
Murphy Capital Management
New Jersey
$5.88M -$137K -505 -2%
BFM
723
Boothbay Fund Management
New York
$5.8M -$788K -2,906 -12%
JSC
724
Jackson Square Capital
California
$5.79M -$93K -343 -2%
VVP
725
Venture Visionary Partners
Ohio
$5.79M +$4.37M +16,094 +306%