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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 %
ERWM
851
Elk River Wealth Management
Colorado
$3.94M +$121K +447 +3%
AA
852
ALPS Advisors
Colorado
$3.93M -$543K -2,002 -12%
CBB
853
Citizens Business Bank
California
$3.92M +$1.66M +6,138 +74%
AWMT
854
AAFMAA Wealth Management & Trust
North Carolina
$3.92M -$4.23M -15,587 -52%
AFA
855
Arlington Financial Advisors
California
$3.91M -$38.5K -142 -1%
M
856
Mirova
France
$3.91M -$197K -725 -5%
AFC
857
AFT Forsyth & Company
Florida
$3.91M +$80K +295 +2%
AIA
858
Avalon Investment & Advisory
Texas
$3.87M +$611K +2,253 +19%
1IA
859
1834 Investment Advisors
Wisconsin
$3.86M +$5.7K +21 +0.1%
MWM
860
Minot Wealth Management
Massachusetts
$3.86M +$189K +698 +5%
CAL
861
Capital Analysts LLC
Pennsylvania
$3.85M +$149K +551 +4%
TC
862
Telemus Capital
Michigan
$3.84M -$899K -3,314 -19%
EBT
863
Enterprise Bank & Trust
Massachusetts
$3.84M +$1.63K +6 +0%
LSPW
864
Lake Street Private Wealth
Illinois
$3.81M +$108K +400 +3%
HNW
865
High Note Wealth
Minnesota
$3.81M +$53.4K +197 +1%
GCM
866
Geneva Capital Management
Wisconsin
$3.79M -$111K -408 -3%
BCP
867
Blackhawk Capital Partners
Wisconsin
$3.79M +$28.5K +105 +0.8%
CAMG
868
CWA Asset Management Group
Florida
$3.78M +$2.43M +8,975 +180%
IC
869
Iconiq Capital
California
$3.78M -$403K -1,487 -10%
CGL
870
Clarius Group LLC
Washington
$3.78M +$376K +1,385 +11%
FTDI
871
First Trust Direct Indexing
Massachusetts
$3.78M +$260K +958 +7%
ISL
872
Ingalls & Snyder LLC
New York
$3.76M +$2.37M +8,751 +171%
COI
873
Connable Office Inc
Michigan
$3.74M +$3.74M +13,771 New
LOAMS
874
Lombard Odier Asset Management (Switzerland)
Switzerland
$3.72M +$1.02M +4,059 +38%
FB
875
Fulton Bank
Pennsylvania
$3.7M +$168K +620 +5%