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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 %
TC
751
Telemus Capital
Michigan
$4.26M +$171K +699 +4%
QI
752
QS Investors
New York
$4.26M -$44.5K -182 -1%
SB
753
Simmons Bank
Arkansas
$4.26M +$447K +1,832 +12%
AMCA
754
Arthur M. Cohen & Associates
Illinois
$4.25M -$62.3K -255 -1%
NFG
755
Next Financial Group
Texas
$4.24M +$700K +2,867 +20%
LFRG
756
Lazard Frères Gestion
France
$4.24M +$906K +4,400 +27%
HWM
757
Hohimer Wealth Management
Washington
$4.23M +$193K +790 +5%
AAM
758
Azzad Asset Management
Virginia
$4.21M +$75.7K +310 +2%
KWM
759
Kingsview Wealth Management
Oregon
$4.21M +$992K +4,051 +31%
TCOT
760
Trust Company of Toledo
Ohio
$4.2M +$53.2K +218 +1%
MC
761
Mathes Company
New York
$4.19M +$15.9K +65 +0.4%
RC
762
Roundview Capital
New Jersey
$4.19M +$240K +984 +6%
KA
763
Kovack Advisors
Florida
$4.18M -$346K -1,418 -8%
SCM
764
Silvant Capital Management
Georgia
$4.18M -$70.4K -288 -2%
MCM
765
Mitchell Capital Management
Kansas
$4.17M -$208K -850 -5%
SNT
766
Security National Trust
West Virginia
$4.17M +$87.9K +360 +2%
SNB
767
Security National Bank
Nebraska
$4.16M +$275K +1,127 +7%
PRC
768
Pearl River Capital
Michigan
$4.15M +$4.15M +17,007 New
CCM
769
Cohen Capital Management
California
$4.14M -$22K -90 -0.5%
BIP
770
Bouvel Investment Partners
Pennsylvania
$4.13M +$142K +583 +4%
VPIM
771
Vanguard Personalized Indexing Management
California
$4.04M +$1.73M +7,065 +74%
V
772
Veritable
Delaware
$4.04M -$32K -131 -0.8%
AA
773
ALPS Advisors
Colorado
$4.03M -$127K -519 -3%
PAM
774
Pegasus Asset Management
New York
$4.02M +$51.1K +209 +1%
PT
775
Plimoth Trust
Massachusetts
$4.02M +$261K +1,067 +7%