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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 %
PSUF
951
People's United Financial
Connecticut
$2.97M +$32.6K +120 +1%
CAM
952
Cypress Asset Management
Texas
$2.97M +$5.97K +22 +0.2%
USCWA
953
U.S. Capital Wealth Advisors
Texas
$2.96M +$2.96M +10,918 New
IRAG
954
Investment Research & Advisory Group
Georgia
$2.94M -$3K -11 -0.1%
SF
955
Summit Financial
New Jersey
$2.94M +$2.5M +9,210 +566%
DIA
956
Dana Investment Advisors
Wisconsin
$2.93M -$310K -1,142 -10%
RE
957
RBC Europe
United Kingdom
$2.93M -$5.72M -21,075 -66%
HWAM
958
Hennion & Walsh Asset Management
New Jersey
$2.93M -$931K -3,434 -24%
AWM
959
Avitas Wealth Management
California
$2.92M -$30.6K -113 -1%
PI
960
PFS Investments
Georgia
$2.92M +$470K +1,517 +19%
BB
961
Berkshire Bank
Massachusetts
$2.92M -$11.1K -41 -0.4%
SIP
962
Stoneridge Investment Partners
Pennsylvania
$2.92M +$2.92M +10,751 New
TF
963
Threadgill Financial
Texas
$2.91M +$2.91M +10,578 New
IAS
964
IMA Advisory Services
Colorado
$2.89M -$135K -498 -4%
FCM
965
Fortis Capital Management
Washington
$2.89M -$24.4K -90 -0.8%
AWM
966
Apollon Wealth Management
South Carolina
$2.88M +$956K +3,527 +50%
PH
967
Pinnacle Holdings
Oklahoma
$2.87M -$67.8K -250 -2%
CIA
968
Capital Impact Advisors
Massachusetts
$2.85M
LSAG
969
Lake Street Advisors Group
New Hampshire
$2.85M +$1.64M +6,031 +135%
TSWM
970
Triangle Securities Wealth Management
North Carolina
$2.84M +$30.6K +113 +1%
GBT
971
Grove Bank & Trust
Florida
$2.84M +$119K +438 +4%
TA
972
Townsend & Associates
Colorado
$2.83M +$423K +1,547 +18%
APA
973
American Portfolios Advisors
New York
$2.82M -$75.9K -280 -3%
HIP
974
Harrell Investment Partners
Texas
$2.82M +$105K +386 +4%
CA
975
Clearstead Advisors
Ohio
$2.81M +$253K +933 +10%