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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 %
WI
926
Wintrust Investments
Illinois
$3.21M -$217K -870 -6%
PBT
927
Pictet Bank & Trust
Bahamas
$3.21M +$3.21M +11,833 New
CF
928
Centaurus Financial
California
$3.2M +$252K +930 +9%
Koshinski Asset Management
929
Koshinski Asset Management
Illinois
$3.19M +$1.21M +4,467 +61%
TNBTD
930
Trustmark National Bank Trust Department
Mississippi
$3.17M +$67.8K +250 +2%
VCM
931
Verde Capital Management
Michigan
$3.16M +$124K +457 +4%
AIC
932
Ameritas Investment Company
Nebraska
$3.13M +$2.73M +10,081 +692%
SBH
933
Segall Bryant & Hamill
Illinois
$3.12M -$71K -262 -2%
DWM
934
Dakota Wealth Management
Florida
$3.11M -$31.5K -116 -1%
PIM
935
Perpetual Investment Management
Australia
$3.09M +$242K +891 +8%
CPIG
936
Chicago Partners Investment Group
Illinois
$3.09M +$46K +152 +2%
WCM
937
Wunderlich Capital Managemnt
Tennessee
$3.06M +$399K +1,471 +15%
SC
938
Slow Capital
California
$3.04M +$259K +954 +9%
EF
939
Empirical Finance
Pennsylvania
$3.04M +$212K +780 +7%
CG
940
Cutler Group
California
$3.04M +$2.53M +9,310 +494%
DT
941
Diversified Trust
Tennessee
$3.03M +$93.8K +346 +3%
WF
942
Welch & Forbes
Massachusetts
$3.02M -$11.9K -44 -0.4%
DAS
943
Dynamic Advisor Solutions
Arizona
$3.02M +$180K +665 +6%
TM
944
Tiger Management
New York
$3.01M +$3.01M +11,100 New
BCCM
945
Bridge Creek Capital Management
Massachusetts
$3.01M -$2.59K -34 -0.1%
BCM
946
Boltwood Capital Management
California
$3.01M -$8.95K -33 -0.3%
MWA
947
Meridian Wealth Advisors
Texas
$3M +$69.7K +257 +2%
GGI
948
GPM Growth Investors
Michigan
$3M -$11.9K -44 -0.4%
RCM
949
Regency Capital Management
Hawaii
$2.98M -$76.5K -282 -3%
IBOK
950
Independence Bank of Kentucky
Kentucky
$2.98M +$81.4K +300 +3%