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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 %
CI
1001
Conning Inc
Connecticut
$2.55M -$257K -949 -9%
WANY
1002
Wealthspire Advisors (New York)
New York
$2.54M +$2.18M +8,032 +610%
TPCW
1003
TD Private Client Wealth
New York
$2.53M -$83.8K -309 -3%
PMG
1004
ProVise Management Group
Florida
$2.51M +$26.8K +99 +1%
GCA
1005
Guardian Capital Advisors
Ontario, Canada
$2.51M +$133K +490 +6%
MMC
1006
Mizuho Markets Cayman
Cayman Islands
$2.5M -$7.52M -27,729 -75%
IFWM
1007
Institute for Wealth Management
Colorado
$2.5M +$29.8K +110 +1%
MMA
1008
Miracle Mile Advisors
California
$2.5M +$272K +1,001 +12%
ECU
1009
Eisler Capital (UK)
United Kingdom
$2.49M +$2.49M +9,170 New
I
1010
INVST
Indiana
$2.48M +$54K +199 +2%
TCM
1011
Teza Capital Management
Illinois
$2.46M -$1.27M -4,681 -34%
STC
1012
Sarah T. Connolly
$2.46M +$3.26K +12 +0.1%
IA
1013
IFP Advisors
Florida
$2.46M -$824K -3,034 -25%
VCM
1014
Vision Capital Management
Oregon
$2.45M +$143K +528 +6%
TIA
1015
Tiemann Investment Advisors
California
$2.45M -$44.8K -165 -2%
MKA
1016
M. Kulyk & Associates
Georgia
$2.45M +$156K +576 +7%
VFM
1017
Viking Fund Management
North Dakota
$2.44M
V
1018
VeraBank
Texas
$2.44M
CIA
1019
Cohen Investment Advisors
New Hampshire
$2.44M +$20.1K +74 +0.8%
BO
1020
Bank OZK
Arkansas
$2.43M +$17.4K +64 +0.7%
RMC
1021
Resources Management Corp
Connecticut
$2.42M +$16.3K +60 +0.7%
CCG
1022
Ceeto Capital Group
Florida
$2.41M +$136K +500 +6%
JWBC
1023
J.W. Burns & Co
New York
$2.4M +$504K +1,859 +27%
TAM
1024
Trust Asset Management
Texas
$2.4M +$171K +629 +8%
RIA
1025
Regal Investment Advisors
Michigan
$2.4M +$508K +1,874 +27%