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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 %
FIB
776
First Interstate Bank
Montana
$4.02M +$4.02M +16,438 New
BHIA
777
Birch Hill Investment Advisors
Massachusetts
$4.01M +$164K +670 +4%
CP
778
Corbenic Partners
Pennsylvania
$4M +$404K +1,655 +11%
KFP
779
KMG Fiduciary Partners
Ohio
$3.99M +$76.2K +312 +2%
JSMC
780
Jess S. Morgan & Co
California
$3.98M +$304K +1,245 +8%
SG
781
Stonnington Group
California
$3.98M +$332K +1,350 +9%
BBNA
782
Bremer Bank National Association
Minnesota
$3.97M -$48.4K -198 -1%
SEC
783
Seven Eight Capital
New York
$3.93M +$3.93M +16,087 New
PCA
784
Pallas Capital Advisors
Massachusetts
$3.92M +$930K +3,810 +31%
CWM
785
Cabot Wealth Management
Massachusetts
$3.92M -$41.8K -171 -1%
BFPW
786
BOK Financial Private Wealth
Colorado
$3.89M +$262K +1,071 +7%
FWM
787
Frontier Wealth Management
Missouri
$3.86M -$14.2K -58 -0.4%
DA
788
Dillon & Associates
Michigan
$3.84M +$68.3K +280 +2%
GAM
789
Gemmer Asset Management
California
$3.82M +$3.42K +14 +0.1%
SCM
790
Shelton Capital Management
Colorado
$3.81M
SAI
791
Systematic Alpha Investments
New Jersey
$3.8M +$906K +3,724 +31%
GVAG
792
Great Valley Advisor Group
Delaware
$3.8M -$55.9K -231 -1%
MYAM
793
Meiji Yasuda Asset Management
Japan
$3.77M -$138K -565 -4%
IC
794
Iconiq Capital
California
$3.77M
WR
795
WD Rutherford
Oregon
$3.77M +$17.1K +70 +0.5%
VI
796
Vestcor Inc
New Brunswick, Canada
$3.76M -$415K -1,699 -10%
BHA
797
Beech Hill Advisors
New York
$3.74M -$1.22K -5 -0%
SWIG
798
Strategic Wealth Investment Group
Kentucky
$3.7M +$1.12M +4,591 +43%
KI
799
Kapitalo Investimentos
Brazil
$3.7M -$699K -2,863 -16%
FHB
800
First Hawaiian Bank
Hawaii
$3.7M -$1.87M -7,654 -34%