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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 %
IWS
951
Insight Wealth Strategies
California
$2.27M -$561K -2,296 -20%
WA
952
Winfield Associates
Ohio
$2.27M -$299K -1,225 -12%
SC
953
Sawyer & Company
Massachusetts
$2.26M +$2.25M +9,210 +46,050%
TIA
954
Tiemann Investment Advisors
California
$2.24M +$4.89K +20 +0.2%
PMG
955
ProVise Management Group
Florida
$2.24M -$5.37K -22 -0.2%
IFWM
956
Institute for Wealth Management
Colorado
$2.23M -$16.4K -67 -0.7%
STC
957
Sarah T. Connolly
$2.21M +$29.3K +120 +1%
NFG
958
Nations Financial Group
Iowa
$2.21M -$42.7K -175 -2%
CFA
959
Carroll Financial Associates
North Carolina
$2.21M +$1.25M +5,125 +131%
AFWM
960
AMJ Financial Wealth Management
Virginia
$2.21M +$23.7K +97 +1%
V
961
VeraBank
Texas
$2.2M -$4.89K -20 -0.2%
VFM
962
Viking Fund Management
North Dakota
$2.2M
TA
963
Trivest Advisors
Hong Kong
$2.2M +$2.2M +9,000 New
CIA
964
Cohen Investment Advisors
New Hampshire
$2.18M -$7.09K -29 -0.3%
BO
965
Bank OZK
Arkansas
$2.18M +$48.6K +199 +2%
GCA
966
Guardian Capital Advisors
Ontario, Canada
$2.18M +$166K +670 +8%
MIFH
967
Migdal Insurance & Financial Holdings
Israel
$2.16M -$207K -846 -9%
MGIA
968
Moneta Group Investment Advisors
Missouri
$2.16M +$457K +1,871 +27%
RMC
969
Resources Management Corp
Connecticut
$2.16M +$207K +848 +11%
B
970
Barings
North Carolina
$2.15M -$133K -544 -6%
VLKIM
971
Van Lanschot Kempen Investment Management
Netherlands
$2.15M +$103K +423 +5%
TA
972
Townsend & Associates
Colorado
$2.14M +$69.2K +285 +3%
CC
973
Cadinha & Co
Hawaii
$2.14M -$15.2M -62,207 -88%
PM
974
Parametrica Management
Hong Kong
$2.14M +$2.14M +8,748 New
I
975
INVST
Indiana
$2.13M +$68K +285 +3%