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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 %
IC
876
Intersect Capital
California
$2.93M +$148K +608 +5%
DIA
877
Dana Investment Advisors
Wisconsin
$2.92M -$1.43M -5,873 -33%
SBH
878
Segall Bryant & Hamill
Illinois
$2.86M -$32.6K -134 -1%
ZCA
879
Zeke Capital Advisors
Pennsylvania
$2.85M +$5.37K +22 +0.2%
TH
880
TCTC Holdings
Texas
$2.84M +$134K +549 +5%
DWM
881
Dakota Wealth Management
Florida
$2.83M +$1.02M +4,172 +56%
PTC
882
Private Trust Company
Ohio
$2.81M -$58.6K -240 -2%
AC
883
Asio Capital
Kentucky
$2.81M +$214K +875 +8%
TNBTD
884
Trustmark National Bank Trust Department
Mississippi
$2.79M +$768K +3,142 +38%
Credit Agricole
885
Credit Agricole
France
$2.79M -$277K -1,136 -9%
PAS
886
Park Avenue Securities
New York
$2.79M +$304K +1,244 +12%
SLG
887
Stanley-Laman Group
Pennsylvania
$2.78M +$482K +1,974 +21%
BWL
888
Bogart Wealth LLC
Virginia
$2.78M +$485K +1,985 +21%
MPWT
889
MassMutual Private Wealth & Trust
Connecticut
$2.76M +$324K +1,326 +13%
RCM
890
Regency Capital Management
Hawaii
$2.75M +$1.21M +4,948 +78%
VIA
891
Vident Investment Advisory
Georgia
$2.75M -$596K -2,440 -18%
TSS
892
Two Sigma Securities
New York
$2.74M +$2.33M +9,521 +562%
VCM
893
Verde Capital Management
Michigan
$2.73M +$184K +755 +7%
WF
894
Welch & Forbes
Massachusetts
$2.73M +$1.24M +5,082 +83%
QPWM
895
Quadrant Private Wealth Management
Pennsylvania
$2.73M +$141K +578 +5%
IAS
896
IMA Advisory Services
Colorado
$2.72M -$42.8K -175 -2%
BCM
897
Boltwood Capital Management
California
$2.72M -$34.9K -143 -1%
GGI
898
GPM Growth Investors
Michigan
$2.72M +$42.5K +174 +2%
NEI
899
Northwest & Ethical Investments
Ontario, Canada
$2.7M -$1.81M -7,400 -40%
GTCM
900
Gyon Technologies Capital Management
New Jersey
$2.69M +$2.21M +9,061 +467%