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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 %
SFP
1001
Shepherd Financial Partners
Massachusetts
$2.02M +$3.18K +13 +0.2%
SCM
1002
Stevens Capital Management
Pennsylvania
$2.02M +$2.02M +8,259 New
JIP
1003
Jaffetilchin Investment Partners
Florida
$2.02M +$1.09M +4,697 +118%
TAM
1004
Trust Asset Management
Texas
$2.01M +$227K +931 +13%
IIA
1005
IPG Investment Advisors
California
$2.01M -$4.4K -18 -0.2%
MMA
1006
Miracle Mile Advisors
California
$2M +$947K +3,878 +90%
AC
1007
Abbrea Capital
California
$2M +$199K +815 +11%
MWM
1008
Meridian Wealth Management
Kentucky
$2M +$615K +2,517 +44%
WBC
1009
West Branch Capital
Massachusetts
$2M +$26.4K +108 +1%
MS
1010
Mizuho Securities
Japan
$1.97M +$1.3M +5,327 +194%
AII
1011
AGF Investments Inc
Ontario, Canada
$1.96M +$1.62M +6,627 +474%
SACTSONJ
1012
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.95M
SJIM
1013
St. Johns Investment Management
Florida
$1.95M -$236K -966 -11%
NB
1014
Nicolet Bankshares
Wisconsin
$1.95M +$88.2K +361 +5%
KF
1015
Krilogy Financial
Missouri
$1.94M +$12.9K +53 +0.7%
EAM
1016
Eagle Asset Management
Florida
$1.94M +$66.4K +272 +4%
AFAS
1017
Acorn Financial Advisory Services
Virginia
$1.94M +$134K +550 +7%
PI
1018
PFS Investments
Georgia
$1.94M +$275K +1,124 +17%
ETC
1019
Exchange Traded Concepts
Oklahoma
$1.93M +$119K +488 +7%
HCCM
1020
Hudson Canyon Capital Management
New York
$1.93M -$146K -597 -7%
BWM
1021
BNC Wealth Management
Oregon
$1.92M +$62.8K +257 +3%
MWM
1022
Midwest Wealth Management
Indiana
$1.91M +$196K +803 +11%
CCA
1023
Checchi Capital Advisers
California
$1.91M -$3.2M -13,109 -63%
SS
1024
Sunbelt Securities
Texas
$1.9M +$292K +1,224 +18%
NG
1025
Northstar Group
New York
$1.89M +$456K +1,866 +32%