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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 %
MGIA
1026
Moneta Group Investment Advisors
Missouri
$2.39M -$8.41K -31 -0.4%
AAM
1027
Arabesque Asset Management
United Kingdom
$2.39M +$1.27M +4,671 +113%
WI
1028
WrapManager Inc
California
$2.38M +$74.9K +276 +3%
MJB
1029
Mark J. Bradley
$2.38M +$80K +295 +3%
WHG
1030
Westwood Holdings Group
Texas
$2.37M -$175K -644 -7%
IB
1031
Intrust Bank
Kansas
$2.37M +$44.8K +165 +2%
BDS
1032
Banco de Sabadell
Florida
$2.37M +$2.12M +7,819 +869%
MFW
1033
Meristem Family Wealth
Minnesota
$2.34M +$749K +2,760 +47%
SIM
1034
Sentry Investment Management
Wisconsin
$2.33M -$314K -1,156 -12%
CCM
1035
Chickasaw Capital Management
Tennessee
$2.33M +$812K +2,995 +53%
SWM
1036
Segment Wealth Management
Texas
$2.33M -$8.68K -32 -0.4%
LTI
1037
Laffer Tengler Investments
Tennessee
$2.31M +$379K +1,397 +20%
QOP
1038
Quinn Opportunity Partners
Virginia
$2.29M -$3.54M -13,051 -61%
JSL
1039
JT Stratford LLC
Georgia
$2.27M +$23.3K +86 +1%
TW
1040
TrinityPoint Wealth
Connecticut
$2.27M +$7.05K +26 +0.3%
CWMU
1041
Caliber Wealth Management (Utah)
Utah
$2.27M +$61.5K +211 +3%
CRI
1042
Colonial River Investments
Virginia
$2.27M +$1.19M +4,090 +111%
BM
1043
Brandywine Managers
Delaware
$2.27M +$2M +7,363 +736%
NFC
1044
Northeast Financial Consultants
Connecticut
$2.25M +$500K +1,845 +29%
MIAS
1045
Mason Investment Advisory Services
Virginia
$2.25M
SFP
1046
Shepherd Financial Partners
Massachusetts
$2.25M +$5.69K +21 +0.3%
AF
1047
Aldebaran Financial
$2.24M +$142K +525 +7%
RDWM
1048
Red Door Wealth Management
Tennessee
$2.23M +$303K +1,116 +16%
MWM
1049
Midwest Wealth Management
Indiana
$2.23M +$101K +372 +5%
MC
1050
Maverick Capital
Texas
$2.23M +$1.79M +6,606 +413%