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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 %
AFC
826
AFT Forsyth & Company
Florida
$3.45M -$211K -865 -6%
ERWM
827
Elk River Wealth Management
Colorado
$3.44M +$47.1K +193 +1%
MIS
828
Morningstar Investment Services
Illinois
$3.43M -$3.74M -15,221 -52%
Capstone Investment Advisors
829
Capstone Investment Advisors
New York
$3.41M -$24.1M -98,720 -88%
WG
830
Winton Group
United Kingdom
$3.4M +$3.4M +13,924 New
SIM
831
Stratos Investment Management
Ohio
$3.39M +$299K +1,223 +10%
HNW
832
High Note Wealth
Minnesota
$3.38M -$67.4K -276 -2%
TC
833
Tsai Capital
New York
$3.37M -$257K -1,054 -7%
TCM
834
Teza Capital Management
Illinois
$3.36M +$3.36M +13,763 New
LSPW
835
Lake Street Private Wealth
Illinois
$3.35M +$64.7K +264 +2%
CAL
836
Capital Analysts LLC
Pennsylvania
$3.34M +$90.6K +371 +3%
WAOTB
837
Wealth Advisors of Tampa Bay
Florida
$3.33M +$101K +412 +3%
JWCA
838
J.W. Cole Advisors
Florida
$3.3M +$16.1K +66 +0.5%
MWM
839
Minot Wealth Management
Massachusetts
$3.3M -$441K -1,806 -12%
WI
840
Wintrust Investments
Illinois
$3.3M -$708K -2,949 -18%
GAM
841
Grandview Asset Management
Pennsylvania
$3.29M -$312K -1,278 -9%
PA
842
Pinnacle Associates
New York
$3.29M -$888K -3,635 -21%
P
843
Pitcairn
Pennsylvania
$3.28M -$16.4K -67 -0.5%
MOS
844
MGO One Seven
Ohio
$3.24M +$923K +3,780 +40%
AWM
845
Avior Wealth Management
Nebraska
$3.24M -$194K -794 -6%
PCIA
846
Prime Capital Investment Advisors
Kansas
$3.24M +$713K +2,920 +28%
CC
847
Courier Capital
New York
$3.23M -$37.1K -152 -1%
IWC
848
Integrated Wealth Concepts
Massachusetts
$3.23M +$151K +620 +5%
KLWA
849
Kelly Lawrence W & Associates
California
$3.23M +$213K +870 +7%
CG
850
Caprock Group
Idaho
$3.23M -$66K -270 -2%