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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 %
SWM
976
Segment Wealth Management
Texas
$2.11M -$58.1K -238 -3%
VR
977
Viridian RIA
Washington
$2.11M -$1.72M
S
978
SignatureFD
Georgia
$2.1M +$171K +701 +9%
MCIA
979
Mountain Capital Investment Advisors
Colorado
$2.1M -$91.9K -374 -4%
IB
980
Intrust Bank
Kansas
$2.09M +$54K +221 +3%
YIH
981
Y-Intercept (HK)
Hong Kong
$2.09M +$2.09M +8,549 New
WI
982
WrapManager Inc
California
$2.08M +$59.1K +242 +3%
PAM
983
Paradigm Asset Management
New York
$2.08M -$48.9K -200 -2%
VCM
984
Vision Capital Management
Oregon
$2.08M +$2.08M +8,497 New
BP
985
Ballentine Partners
Massachusetts
$2.08M +$274K +1,123 +15%
MJB
986
Mark J. Bradley
$2.07M -$15.9K -65 -0.8%
AWA
987
Arkadios Wealth Advisors
Georgia
$2.07M +$427K +1,749 +26%
ACA
988
Aptus Capital Advisors
Alabama
$2.07M +$150K +612 +8%
IWM
989
IHT Wealth Management
Illinois
$2.07M -$86K -352 -4%
EP
990
Edgestream Partners
New Jersey
$2.07M +$1.54M +6,300 +293%
FF
991
FourThought Financial
Florida
$2.06M +$917K +3,753 +80%
MKA
992
M. Kulyk & Associates
Georgia
$2.06M +$570K +2,334 +38%
CCG
993
Ceeto Capital Group
Florida
$2.05M +$12.2K +50 +0.6%
EWM
994
Elmwood Wealth Management
California
$2.05M
TW
995
TrinityPoint Wealth
Connecticut
$2.04M +$2.04M +8,349 New
FHA
996
Flagship Harbor Advisors
Massachusetts
$2.04M +$4.89K +20 +0.2%
AWA
997
ARS Wealth Advisors
Florida
$2.03M +$472K +1,932 +30%
CBB
998
Citizens Business Bank
California
$2.03M -$141K -579 -7%
MIAS
999
Mason Investment Advisory Services
Virginia
$2.03M +$523K +2,141 +35%
JSL
1000
JT Stratford LLC
Georgia
$2.03M +$198K +809 +11%