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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 %
HZ
901
Hixon Zuercher
Ohio
$3.46M +$51.3K +189 +2%
BAM
902
Beaumont Asset Management
Texas
$3.45M +$98.7K +364 +3%
VLKIM
903
Van Lanschot Kempen Investment Management
Netherlands
$3.44M +$1.06M +3,903 +44%
FF
904
FourThought Financial
Florida
$3.44M +$1.15M +4,229 +50%
FC
905
Ferris Capital
Massachusetts
$3.44M +$3.44M +11,339 New
LOAMU
906
Lombard Odier Asset Management (USA)
New York
$3.43M +$3.43M +12,645 New
LNC
907
Lincoln National Corp
Pennsylvania
$3.43M +$86K +317 +3%
MYLI
908
Meiji Yasuda Life Insurance
Japan
$3.43M -$29.6K -109 -0.9%
MCM
909
MAI Capital Management
Ohio
$3.42M +$2.01M +7,407 +142%
BRWM
910
B. Riley Wealth Management
Tennessee
$3.39M +$423K +1,560 +14%
EIM
911
Essex Investment Management
Massachusetts
$3.34M -$42K -155 -1%
TFS
912
Thoroughbred Financial Services
Tennessee
$3.34M +$85.4K +315 +3%
LMIM
913
Lockheed Martin Investment Management
Maryland
$3.32M -$94.9K -350 -3%
FIM
914
Freedom Investment Management
Connecticut
$3.32M +$631K +2,326 +23%
GAM
915
Grandview Asset Management
Pennsylvania
$3.32M -$341K -1,257 -9%
IC
916
Intersect Capital
California
$3.31M +$57.8K +213 +2%
CC
917
Claybrook Capital
Massachusetts
$3.31M +$3.31M +12,198 New
KWILP
918
Kiwi Wealth Investments Limited Partnership
New Zealand
$3.3M -$10.5M -38,639 -76%
TH
919
TCTC Holdings
Texas
$3.27M +$116K +429 +4%
BP
920
Ballentine Partners
Massachusetts
$3.26M +$958K +3,533 +42%
GLA
921
Good Life Advisors
Pennsylvania
$3.26M +$2.86M +10,558 +725%
AC
922
Asio Capital
Kentucky
$3.25M +$133K +490 +4%
BOM
923
Bank of Marin
California
$3.24M -$13.3K -49 -0.4%
S
924
SignatureFD
Georgia
$3.23M +$897K +3,308 +38%
MWM
925
Meridian Wealth Management
Kentucky
$3.23M +$1.01M +3,730 +46%