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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 %
CCP
1051
Cassia Capital Partners
North Carolina
$2.23M +$2.23M +8,207 New
AC
1052
Abbrea Capital
California
$2.22M -$2.71K -10 -0.1%
VCM
1053
Virtue Capital Management
Tennessee
$2.22M +$170K +626 +8%
WBC
1054
West Branch Capital
Massachusetts
$2.21M -$814 -3 -0%
MCIA
1055
Mountain Capital Investment Advisors
Colorado
$2.21M -$119K -436 -5%
PAM
1056
Paradigm Asset Management
New York
$2.2M -$108K -400 -5%
LCP
1057
Legacy Capital Partners
Wisconsin
$2.19M +$423K +1,561 +24%
MA
1058
Modus Advisors
Minnesota
$2.19M +$129K +476 +6%
KF
1059
Krilogy Financial
Missouri
$2.18M +$25.8K +95 +1%
OGF
1060
Orin Green Financial
California
$2.18M +$2.18M +8,047 New
BB
1061
Bell Bank
North Dakota
$2.18M +$96.3K +355 +5%
BWM
1062
BNC Wealth Management
Oregon
$2.18M +$45.3K +167 +2%
IIA
1063
IPG Investment Advisors
California
$2.18M -$53.2K -196 -2%
NB
1064
Nicolet Bankshares
Wisconsin
$2.17M +$9.77K +36 +0.5%
SACTSONJ
1065
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.17M
SAM
1066
Sompo Asset Management
Japan
$2.15M +$209K +770 +11%
SBIA
1067
Sheaff Brock Investment Advisors
Indiana
$2.15M +$456K +1,680 +27%
KFS
1068
Kaizen Financial Strategies
California
$2.15M +$2.15M +7,928 New
SJIM
1069
St. Johns Investment Management
Florida
$2.13M -$33.1K -122 -2%
MWM
1070
Mission Wealth Management
California
$2.13M +$74K +273 +4%
PPW
1071
Parcion Private Wealth
Washington
$2.13M +$5.83K +20 +0.3%
AII
1072
AGF Investments Inc
Ontario, Canada
$2.13M -$51.3K -189 -2%
ETC
1073
Exchange Traded Concepts
Oklahoma
$2.12M -$18.7K -69 -0.9%
VWM
1074
Vigilare Wealth Management
Arizona
$2.11M +$209K +771 +11%
RBFC
1075
Roman Butler Fullerton & Co
Missouri
$2.11M +$796K +2,728 +61%