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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 %
LWM
1101
Laidlaw Wealth Management
New York
$1.96M +$63.7K +235 +3%
MS
1102
Madden Securities
Texas
$1.95M -$593K -2,185 -23%
PCM
1103
Pennsylvania Capital Management
Pennsylvania
$1.94M +$21.9K +75 +1%
C
1104
Certuity
Florida
$1.93M +$160K +590 +9%
EPC
1105
Emerson Point Capital
New York
$1.93M
PIM
1106
Penobscot Investment Management
Massachusetts
$1.93M
IIM
1107
Intact Investment Management
Quebec, Canada
$1.93M +$81.3K +300 +4%
FMB
1108
Field & Main Bank
Kentucky
$1.92M -$104K -385 -5%
BCA
1109
Berman Capital Advisors
Georgia
$1.92M +$596K +2,201 +45%
KAM
1110
Karani Asset Management
New York
$1.92M +$525K +1,937 +38%
DC
1111
Derby & Company
Massachusetts
$1.92M
CI
1112
Cavalier Investments
Georgia
$1.92M +$359K +1,323 +23%
JHCP
1113
Jackson Hole Capital Partners
Oklahoma
$1.91M +$79.2K +292 +4%
PCS
1114
Personal CFO Solutions
New Jersey
$1.91M -$3.25K -12 -0.2%
DC
1115
Davenport & Co
Virginia
$1.91M +$390K +1,438 +26%
KMWM
1116
Keudell/Morrison Wealth Management
Oregon
$1.9M -$19K -70 -1%
MIM
1117
Moseley Investment Management
Florida
$1.9M +$3.3K +12 +0.2%
CFA
1118
Carroll Financial Associates
North Carolina
$1.9M -$551K -2,031 -22%
IIM
1119
Ironwood Investment Management
Massachusetts
$1.9M -$24.4K -90 -1%
JF
1120
Jump Financial
Illinois
$1.9M -$99.3K -366 -5%
SS
1121
Sunbelt Securities
Texas
$1.9M
RHBC
1122
R.H. Bluestein & Co
Michigan
$1.89M +$99.2K +366 +6%
EH
1123
Equitable Holdings
New York
$1.89M -$157K -579 -8%
CFFP
1124
Center for Financial Planning
Michigan
$1.89M +$47.7K +176 +3%
ECG
1125
EPIQ Capital Group
California
$1.88M +$42.6K +157 +2%