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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 %
SAM
1051
Sompo Asset Management
Japan
$1.75M +$132K +540 +8%
AUB
1052
Atlantic Union Bankshares
Virginia
$1.75M +$1.45M +5,926 +481%
EPC
1053
Emerson Point Capital
New York
$1.74M
PIM
1054
Penobscot Investment Management
Massachusetts
$1.74M -$197K -805 -10%
AWM
1055
Apollon Wealth Management
South Carolina
$1.74M -$56.7K -232 -3%
RDWM
1056
Red Door Wealth Management
Tennessee
$1.74M +$284K +1,163 +20%
LTI
1057
Laffer Tengler Investments
Tennessee
$1.74M -$30.3K -124 -2%
IIM
1058
Ironwood Investment Management
Massachusetts
$1.73M -$9.77K -40 -0.6%
KMWM
1059
Keudell/Morrison Wealth Management
Oregon
$1.73M +$178K +728 +11%
BRG
1060
Bay Rivers Group
Virginia
$1.73M +$20.3K +83 +1%
DC
1061
Derby & Company
Massachusetts
$1.73M
PCS
1062
Personal CFO Solutions
New Jersey
$1.72M -$172K -706 -9%
1WA
1063
180 Wealth Advisors
Washington
$1.72M +$15.6K +64 +0.9%
IAIM
1064
International Assets Investment Management
Florida
$1.72M -$800K -3,276 -32%
GW
1065
GW & Wade
Massachusetts
$1.72M +$35.2K +144 +2%
JWBC
1066
J.W. Burns & Co
New York
$1.71M +$203K +830 +13%
VWM
1067
Vigilare Wealth Management
Arizona
$1.71M -$6.35K -26 -0.4%
AFP
1068
Ausdal Financial Partners
Iowa
$1.71M +$379K +1,552 +29%
RIA
1069
Regal Investment Advisors
Michigan
$1.7M +$1.7M +6,975 New
LWM
1070
Laidlaw Wealth Management
New York
$1.7M -$50.3K -206 -3%
CRIG
1071
Charter Research & Investment Group
Connecticut
$1.7M +$52.5K +215 +3%
MIM
1072
Moseley Investment Management
Florida
$1.69M +$12.5K +51 +0.7%
CWAG
1073
Compton Wealth Advisory Group
Virginia
$1.68M +$105K +430 +7%
AI
1074
Atom Investors
Texas
$1.68M +$1.68M +6,885 New
IHL
1075
Investment House LLC
California
$1.68M +$249K +1,020 +17%