CRM icon

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 %
GCC
751
Game Creek Capital
Massachusetts
$5.45M -$1.3M -4,800 -19%
TA
752
Tiedemann Advisors
New York
$5.44M -$634K -2,338 -10%
WPP
753
Whalerock Point Partners
Rhode Island
$5.44M +$230K +849 +4%
SH
754
SeaTown Holdings
Singapore
$5.42M -$8.14M -30,000 -60%
ACM
755
Aljian Capital Management
Nevada
$5.38M +$147K +541 +3%
CP
756
Corbenic Partners
Pennsylvania
$5.36M +$923K +3,402 +21%
KWMG
757
King Wealth Management Group
Florida
$5.36M -$347K -1,278 -6%
MPWT
758
MassMutual Private Wealth & Trust
Connecticut
$5.36M +$2.3M +8,462 +75%
VPIM
759
Vanguard Personalized Indexing Management
California
$5.35M +$858K +3,163 +19%
CIP
760
Chartwell Investment Partners
Pennsylvania
$5.31M +$87.6K +323 +2%
RC
761
Roundview Capital
New Jersey
$5.28M +$636K +2,344 +14%
NA
762
NewEdge Advisors
Louisiana
$5.27M +$366K +1,351 +7%
HAS
763
HBW Advisory Services
California
$5.25M +$63.7K +235 +1%
DBT
764
Dubuque Bank & Trust
Iowa
$5.25M -$301K -1,108 -5%
SWIG
765
Strategic Wealth Investment Group
Kentucky
$5.25M +$1.13M +4,146 +27%
SCM
766
Shelton Capital Management
Colorado
$5.23M +$1M +3,700 +24%
AUB
767
Atlantic Union Bankshares
Virginia
$5.21M +$3.27M +12,049 +168%
ST
768
Spinnaker Trust
Maine
$5.19M +$147K +541 +3%
BCPWM
769
Bradley & Co Private Wealth Management
Florida
$5.16M -$24.7K -91 -0.5%
FWM
770
Frontier Wealth Management
Missouri
$5.16M +$866K +3,194 +20%
HWM
771
Hohimer Wealth Management
Washington
$5.15M +$452K +1,666 +10%
CAC
772
Cowen and Company
New York
$5.12M +$4.12M +15,174 +412%
SNB
773
Security National Bank
Nebraska
$5.05M +$433K +1,597 +9%
PWP
774
Private Wealth Partners
California
$5.03M +$27.1K +100 +0.5%
SC
775
Shay Capital
New York
$5M +$2.12M +7,829 +74%