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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 %
AF
1026
Aldebaran Financial
$1.88M +$42.6K +175 +2%
TPWA
1027
TRUE Private Wealth Advisors
Oregon
$1.88M +$22.7K +93 +1%
BB
1028
Bell Bank
North Dakota
$1.88M +$20.5K +84 +1%
NL
1029
Navalign LLC
California
$1.87M +$52.3K +214 +3%
CM
1030
Capula Management
Cayman Islands
$1.86M -$4.64M -18,979 -71%
AWP
1031
Ascent Wealth Partners
New York
$1.86M -$121K -497 -6%
OPW
1032
Oxler Private Wealth
New York
$1.86M
MA
1033
Modus Advisors
Minnesota
$1.85M +$26.1K +107 +1%
MWM
1034
Mission Wealth Management
California
$1.85M +$354K +1,451 +24%
CWMU
1035
Caliber Wealth Management (Utah)
Utah
$1.85M +$58.9K +241 +3%
IFG
1036
Investors Financial Group
Minnesota
$1.85M +$120K +493 +7%
VCM
1037
Virtue Capital Management
Tennessee
$1.84M +$165K +676 +10%
EH
1038
Equitable Holdings
New York
$1.84M -$275K -1,124 -13%
FPA
1039
First Pacific Advisors
California
$1.84M -$140K -574 -7%
ANRIA
1040
American National Registered Investment Advisor
Texas
$1.83M -$64.7K -265 -3%
FMB
1041
Field & Main Bank
Kentucky
$1.83M +$45.2K +185 +3%
SGI
1042
Summit Global Investments
Utah
$1.82M -$16.4K -67 -0.9%
UBG
1043
United Bank (Georgia)
Georgia
$1.82M +$17.3K +71 +1%
CP
1044
Castleview Partners
Texas
$1.81M +$1.81M +7,405 New
GI
1045
GS Investments
Minnesota
$1.81M +$6.11K +25 +0.3%
GAM
1046
Geier Asset Management
Maryland
$1.8M -$6.11K -25 -0.3%
WWM
1047
Western Wealth Management
Colorado
$1.8M -$187K -772 -9%
JF
1048
Jump Financial
Illinois
$1.8M -$2.33M -9,525 -56%
Koshinski Asset Management
1049
Koshinski Asset Management
Illinois
$1.78M -$1.08M -4,431 -38%
PPW
1050
Parcion Private Wealth
Washington
$1.78M +$85.5K +350 +5%