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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 %
TCOT
801
Trust Company of Toledo
Ohio
$4.58M -$85.7K -316 -2%
LCH
802
Lee Capital Holdings
New York
$4.54M -$2.9M -10,700 -39%
PG
803
Pendal Group
Australia
$4.54M -$505K -1,862 -10%
NFG
804
Next Financial Group
Texas
$4.5M -$211K -777 -4%
PAM
805
Pegasus Asset Management
New York
$4.49M +$23.9K +88 +0.5%
GVAG
806
Great Valley Advisor Group
Delaware
$4.48M +$219K +808 +5%
PT
807
Plimoth Trust
Massachusetts
$4.48M +$15.5K +57 +0.3%
MC
808
Mathes Company
New York
$4.43M -$220K -810 -5%
CWM
809
Cabot Wealth Management
Massachusetts
$4.43M +$73K +269 +2%
DA
810
Dillon & Associates
Michigan
$4.41M +$143K +527 +3%
CM
811
Capula Management
Cayman Islands
$4.39M +$2.33M +8,585 +113%
JSMC
812
Jess S. Morgan & Co
California
$4.38M -$48K -177 -1%
SIM
813
Stratos Investment Management
Ohio
$4.36M +$596K +2,197 +16%
KA
814
Kovack Advisors
Florida
$4.36M -$290K -1,068 -6%
BHIA
815
Birch Hill Investment Advisors
Massachusetts
$4.35M -$94.9K -350 -2%
BBNA
816
Bremer Bank National Association
Minnesota
$4.33M -$69.7K -257 -2%
TC
817
Tsai Capital
New York
$4.31M +$564K +2,079 +15%
WR
818
WD Rutherford
Oregon
$4.29M +$107K +393 +3%
LFAS
819
Level Four Advisory Services
Texas
$4.29M -$2.77M -10,215 -39%
IHL
820
Investment House LLC
California
$4.28M +$2.42M +8,913 +130%
JWM
821
Jupiter Wealth Management
Colorado
$4.28M +$2.88M +9,613 +205%
GAM
822
Gemmer Asset Management
California
$4.24M +$1.9K +7 +0%
OSAM
823
O'Shaughnessy Asset Management
Connecticut
$4.22M +$725K +2,672 +21%
LW
824
Linscomb Wealth
Texas
$4.22M +$363K +1,337 +9%
H
825
HoyleCohen
California
$4.21M +$136K +500 +3%