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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 %
VAS
726
Vestmark Advisory Solutions
Massachusetts
$4.84M +$735K +3,007 +18%
CWM
727
CMH Wealth Management
New Hampshire
$4.82M +$480K +1,967 +11%
MCP
728
Mirador Capital Partners
California
$4.82M +$82.6K +338 +2%
AC
729
Avestar Capital
New York
$4.82M +$506K +2,071 +12%
CCP
730
Corient Capital Partners
California
$4.82M +$426K +1,745 +10%
IMRF
731
Illinois Municipal Retirement Fund
Illinois
$4.77M
TCIM
732
TOMS Capital Investment Management
New York
$4.74M +$4.74M +19,400 New
CIP
733
Chartwell Investment Partners
Pennsylvania
$4.7M +$1.25M +5,102 +36%
LBC
734
Lawrence B. Cohen
$4.69M -$121K -495 -3%
ACM
735
Aljian Capital Management
Nevada
$4.69M +$472K +1,932 +11%
WPP
736
Whalerock Point Partners
Rhode Island
$4.69M -$36.6K -150 -0.8%
HAS
737
HBW Advisory Services
California
$4.68M +$407K +1,665 +10%
BCPWM
738
Bradley & Co Private Wealth Management
Florida
$4.67M +$77.9K +319 +2%
MMG
739
Monetary Management Group
Missouri
$4.66M -$73.3K -300 -2%
SCA
740
Snowden Capital Advisors
New York
$4.61M +$984K +4,030 +27%
HI
741
Horizon Investments
North Carolina
$4.57M +$2.28M +9,323 +99%
PG
742
Pendal Group
Australia
$4.54M +$842K +3,449 +23%
ST
743
Spinnaker Trust
Maine
$4.54M +$157K +642 +4%
PWP
744
Private Wealth Partners
California
$4.51M +$13.2K +54 +0.3%
WMC
745
Westwood Management Corporation
Illinois
$4.45M -$244K -1,000 -5%
NA
746
NewEdge Advisors
Louisiana
$4.41M +$104K +427 +2%
ISB
747
Iowa State Bank
Iowa
$4.41M -$83.3K -341 -2%
WAM
748
World Asset Management
Michigan
$4.38M -$119K -487 -3%
SLI
749
Sumitomo Life Insurance
Japan
$4.34M -$675K -2,765 -13%
ECM
750
Evergreen Capital Management
Washington
$4.29M +$2.21M +9,029 +106%