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 %
VWA
851
V Wealth Advisors
Kansas
$3.22M -$614K -2,514 -16%
FB
852
Fulton Bank
Pennsylvania
$3.18M -$46.2K -189 -1%
ACM
853
Alpha Capital Management
Texas
$3.17M -$69.6K -285 -2%
FTDI
854
First Trust Direct Indexing
Massachusetts
$3.17M +$824K +3,373 +35%
KLCM
855
KG&L Capital Management
Louisiana
$3.16M -$379K -1,550 -11%
OSAM
856
O'Shaughnessy Asset Management
Connecticut
$3.15M +$452K +1,851 +17%
AIP
857
Ameritas Investment Partners
Nebraska
$3.14M -$36.9K -151 -1%
BA
858
Birinyi Associates
Connecticut
$3.13M -$1.34M -5,500 -30%
MYLI
859
Meiji Yasuda Life Insurance
Japan
$3.11M -$223K -915 -7%
BAS
860
Brown Advisory Securities
Maryland
$3.11M -$21.3K -87 -0.7%
CNC
861
Canandaigua National Corp
New York
$3.08M -$17.3K -71 -0.6%
LMIM
862
Lockheed Martin Investment Management
Maryland
$3.07M -$889K -3,640 -22%
HZ
863
Hixon Zuercher
Ohio
$3.07M -$955K -3,910 -24%
CA
864
Callahan Advisors
Texas
$3.07M +$995K +4,072 +48%
CGL
865
Clarius Group LLC
Washington
$3.06M +$35.7K +146 +1%
EIM
866
Essex Investment Management
Massachusetts
$3.05M -$567K -2,321 -16%
CS
867
Comerica Securities
Michigan
$3.03M -$62.8K -257 -2%
BAM
868
Beaumont Asset Management
Texas
$3.02M +$58.4K +239 +2%
LNC
869
Lincoln National Corp
Pennsylvania
$3.01M +$138K +566 +5%
IA
870
IFP Advisors
Florida
$2.94M +$1.06M +4,370 +57%
BCP
871
Blackhawk Capital Partners
Wisconsin
$2.94M +$197K +932 +7%
BCCM
872
Bridge Creek Capital Management
Massachusetts
$2.93M -$19.3K -260 -0.7%
BOM
873
Bank of Marin
California
$2.93M +$10.5K +43 +0.4%
AIA
874
Avalon Investment & Advisory
Texas
$2.93M +$756K +3,097 +35%
TFS
875
Thoroughbred Financial Services
Tennessee
$2.93M -$192K -785 -6%