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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 %
BRWM
901
B. Riley Wealth Management
Tennessee
$2.67M -$224K -918 -8%
CAM
902
Cypress Asset Management
Texas
$2.67M -$3.66K -15 -0.1%
AWM
903
Avitas Wealth Management
California
$2.66M +$559K +2,290 +27%
CF
904
Centaurus Financial
California
$2.66M +$1.15M +4,724 +77%
DT
905
Diversified Trust
Tennessee
$2.65M +$135K +552 +5%
PH
906
Pinnacle Holdings
Oklahoma
$2.65M -$12.9K -53 -0.5%
PSUF
907
People's United Financial
Connecticut
$2.65M +$15.9K +65 +0.6%
BB
908
Berkshire Bank
Massachusetts
$2.64M -$321K -1,316 -11%
IRAG
909
Investment Research & Advisory Group
Georgia
$2.64M -$5.13K -21 -0.2%
MWA
910
Meridian Wealth Advisors
Texas
$2.64M +$225K +921 +9%
LOAMS
911
Lombard Odier Asset Management (Switzerland)
Switzerland
$2.64M +$1.23M +5,035 +87%
FCM
912
Fortis Capital Management
Washington
$2.62M +$211K +862 +9%
APA
913
American Portfolios Advisors
New York
$2.61M +$153K +627 +6%
IBOK
914
Independence Bank of Kentucky
Kentucky
$2.61M +$98.2K +402 +4%
S
915
Seeyond
France
$2.59M -$72.5K -297 -3%
SC
916
Shay Capital
New York
$2.59M +$1.88M +7,682 +264%
CIA
917
Capital Impact Advisors
Massachusetts
$2.57M +$817K +3,344 +47%
PIM
918
Perpetual Investment Management
Australia
$2.57M +$2.57M +10,518 New
DAS
919
Dynamic Advisor Solutions
Arizona
$2.56M -$159K -651 -6%
GIA
920
Gladstone Institutional Advisory
Florida
$2.56M +$215K +880 +9%
EF
921
Empirical Finance
Pennsylvania
$2.55M +$402K +1,646 +19%
HI
922
Harbour Investments
Wisconsin
$2.53M +$486K +1,989 +24%
TSWM
923
Triangle Securities Wealth Management
North Carolina
$2.53M +$88.4K +362 +4%
CI
924
Conning Inc
Connecticut
$2.53M -$360K -1,475 -12%
BOH
925
Bank of Hawaii
Hawaii
$2.52M -$557K -2,281 -18%