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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 %
CHAM
1101
Clear Harbor Asset Management
Connecticut
$1.53M +$57.4K +235 +4%
SBIA
1102
Sheaff Brock Investment Advisors
Indiana
$1.53M -$249K -1,018 -14%
BWA
1103
BDO Wealth Advisors
Florida
$1.52M +$50.6K +207 +3%
B
1104
Bailard
California
$1.52M -$124K -507 -8%
OCM
1105
Orion Capital Management
California
$1.51M
BCA
1106
Bay Colony Advisors
Massachusetts
$1.51M +$293K +1,201 +24%
AFG
1107
Albion Financial Group
Utah
$1.5M +$1.5M +6,158 New
MCM
1108
Mainstay Capital Management
Michigan
$1.5M -$112K -460 -7%
AB
1109
Atlas Brown
Kentucky
$1.49M +$185K +758 +14%
AMC
1110
Asset Management Corp
Illinois
$1.49M -$275K -1,127 -16%
CBT
1111
Central Bank & Trust
Kentucky
$1.49M +$9.28K +38 +0.6%
DP
1112
Dearborn Partners
Illinois
$1.48M
CCM
1113
Cribstone Capital Management
Maine
$1.48M +$35.4K +145 +2%
AAM
1114
Ascension Asset Management
New York
$1.48M +$319K +1,305 +28%
VFA
1115
Voya Financial Advisors
Connecticut
$1.48M -$5.26M -21,384 -78%
ATWA
1116
Arbor Trust Wealth Advisors
Michigan
$1.48M -$8.55K -35 -0.6%
JDR
1117
Jay D. Rosenbaum
$1.48M -$4.89K -20 -0.3%
GWMIA
1118
Global Wealth Management Investment Advisory
Florida
$1.47M +$61.8K +253 +4%
RMAM
1119
Raab & Moskowitz Asset Management
New Jersey
$1.47M -$110K -450 -7%
SWMG
1120
Signature Wealth Management Group
Georgia
$1.47M +$200K +818 +16%
EWM
1121
EPG Wealth Management
Georgia
$1.46M -$15.1K -62 -1%
HSA
1122
HBK Sorce Advisory
Pennsylvania
$1.46M +$218K +893 +18%
LWP
1123
Legacy Wealth Partners
California
$1.45M +$1.11M +4,558 +331%
SMH
1124
Sanders Morris Harris
Texas
$1.44M -$5K -20 -0.3%
MFW
1125
Meristem Family Wealth
Minnesota
$1.44M +$392K +1,605 +38%