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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 %
SC
926
Slow Capital
California
$2.51M +$106K +436 +4%
GCM
927
Glynn Capital Management
California
$2.49M
CPIG
928
Chicago Partners Investment Group
Illinois
$2.49M +$961K +3,879 +63%
CNC
929
Citizens & Northern Corp
Pennsylvania
$2.48M -$220K -899 -8%
IP
930
Intellectus Partners
California
$2.48M +$50.3K +206 +2%
UR
931
USCA RIA
Texas
$2.47M -$246K -1,009 -9%
GBT
932
Grove Bank & Trust
Florida
$2.45M -$10.5K -43 -0.4%
SVI
933
Strategic Vision Investment
Hong Kong
$2.44M +$2.44M +10,000 New
HIP
934
Harrell Investment Partners
Texas
$2.44M -$24.7K -101 -1%
WGCA
935
Wolf Group Capital Advisors
Virginia
$2.43M +$92.3K +378 +4%
FIM
936
Freedom Investment Management
Connecticut
$2.42M +$32.5K +133 +1%
PWSG
937
Pacific Wealth Strategies Group
California
$2.41M -$15.4K -63 -0.6%
DPIM
938
Duff & Phelps Investment Management
Illinois
$2.4M -$198K -810 -8%
NAMP
939
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$2.4M -$3.66K -15 -0.2%
WCM
940
Wunderlich Capital Managemnt
Tennessee
$2.4M +$75K +307 +3%
SIM
941
Sentry Investment Management
Wisconsin
$2.38M
TPCW
942
TD Private Client Wealth
New York
$2.36M +$73.8K +302 +3%
ZB
943
Zions Bancorporation
Utah
$2.34M +$446K +1,828 +24%
FDS
944
Freedom Day Solutions
Texas
$2.32M -$327K -1,338 -12%
CA
945
Clearstead Advisors
Ohio
$2.3M +$17.6K +72 +0.8%
WHG
946
Westwood Holdings Group
Texas
$2.29M -$922K -3,773 -29%
AWM
947
Altium Wealth Management
New York
$2.29M -$3.66K -15 -0.2%
MS
948
Madden Securities
Texas
$2.29M -$239K -980 -9%
ED
949
Exane Derivatives
France
$2.29M +$324K +1,327 +16%
AL
950
Aspiriant LLC
California
$2.28M -$680K -2,783 -23%