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 %
JWCA
826
J.W. Cole Advisors
Florida
$4.2M +$536K +1,974 +15%
BL
827
BFSG LLC
California
$4.2M +$199K +735 +5%
WAS
828
Winch Advisory Services
Wisconsin
$4.19M +$111K +411 +3%
SNT
829
Security National Trust
West Virginia
$4.17M
IUHSA
830
Itau Unibanco Holding S.A.
Brazil
$4.16M +$4.09M +15,094 +5,943%
MYAM
831
Meiji Yasuda Asset Management
Japan
$4.15M -$36.3K -134 -0.9%
BHA
832
Beech Hill Advisors
New York
$4.15M -$2.71K -10 -0.1%
B
833
Barings
North Carolina
$4.13M +$1.74M +6,417 +73%
FHB
834
First Hawaiian Bank
Hawaii
$4.12M +$18.4K +68 +0.4%
SFA
835
Sequoia Financial Advisors
Ohio
$4.11M -$6.95M -25,633 -63%
NB
836
NBT Bank
New York
$4.09M -$17.6K -65 -0.4%
HBT
837
Hills Bank & Trust
Iowa
$4.08M +$47.5K +175 +1%
PJSIMP
838
P.J. Schmidt Investment Management (PJS)
Wisconsin
$4.08M -$29.8K -101 -0.7%
BFIM
839
Beese Fulmer Investment Management
Ohio
$4.07M +$112K +413 +3%
SWM
840
SeaCrest Wealth Management
New York
$4.06M +$166K +611 +4%
Capstone Investment Advisors
841
Capstone Investment Advisors
New York
$4.03M +$247K +910 +7%
CWM
842
Cordatus Wealth Management
Pennsylvania
$4.01M +$4.01M +14,789 New
MOS
843
MGO One Seven
Ohio
$4M +$23.4K +78 +0.6%
GAM
844
Gotham Asset Management
New York
$3.99M -$3.41M -12,581 -46%
VIA
845
Vident Investment Advisory
Georgia
$3.98M +$920K +3,389 +30%
AAM
846
Azzad Asset Management
Virginia
$3.97M -$707K -2,607 -15%
CG
847
Caprock Group
Idaho
$3.97M +$388K +1,429 +11%
LWANC
848
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.96M -$108K -400 -3%
SCM
849
Silvant Capital Management
Georgia
$3.94M -$692K -2,550 -15%
PRWA
850
Platte River Wealth Advisors
Colorado
$3.94M +$3.53K +13 +0.1%