CRM icon

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 %
NB
801
NBT Bank
New York
$3.7M -$23.2K -95 -0.6%
M
802
Mirova
France
$3.7M -$144K -591 -4%
WAS
803
Winch Advisory Services
Wisconsin
$3.68M +$14.9K +61 +0.4%
VST
804
Van Strum & Towne
California
$3.67M -$24.4K -100 -0.7%
LWANC
805
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.67M +$44K +180 +1%
HBT
806
Hills Bank & Trust
Iowa
$3.64M +$11.5K +47 +0.3%
ATC
807
Argent Trust Co
Tennessee
$3.63M +$210K +861 +6%
SA
808
Strategic Advisors
New York
$3.61M +$246K +1,006 +7%
BL
809
BFSG LLC
California
$3.6M +$271K +1,110 +8%
MSU
810
Mizuho Securities USA
New York
$3.59M -$2.24M -9,165 -38%
PTC
811
Philadelphia Trust Company
Pennsylvania
$3.56M +$75.7K +310 +2%
BFIM
812
Beese Fulmer Investment Management
Ohio
$3.56M +$531K +2,174 +18%
CG
813
Colony Group
Massachusetts
$3.56M -$308K -1,261 -8%
AFA
814
Arlington Financial Advisors
California
$3.56M +$232K +949 +7%
BCM
815
Brookstone Capital Management
Illinois
$3.55M +$3.17M +12,970 +822%
PRWA
816
Platte River Wealth Advisors
Colorado
$3.55M +$140K +572 +4%
MFS
817
Mirabella Financial Services
United Kingdom
$3.54M +$1.26M +5,142 +55%
STA
818
Summit Trail Advisors
New York
$3.54M -$390K -1,595 -10%
GCM
819
Geneva Capital Management
Wisconsin
$3.52M -$13.9K -57 -0.4%
SWM
820
SeaCrest Wealth Management
New York
$3.51M -$7.33K -30 -0.2%
HWAM
821
Hennion & Walsh Asset Management
New Jersey
$3.47M -$47.6K -195 -1%
LW
822
Linscomb Wealth
Texas
$3.47M +$201K +824 +6%
1IA
823
1834 Investment Advisors
Wisconsin
$3.47M +$553K +2,266 +19%
PJSIMP
824
P.J. Schmidt Investment Management (PJS)
Wisconsin
$3.46M -$19.4K -78 -0.6%
EBT
825
Enterprise Bank & Trust
Massachusetts
$3.45M +$29.8K +122 +0.9%