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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 %
GC
1126
GFG Capital
Florida
$1.44M +$977 +4 +0.1%
BSAM
1127
Blue Square Asset Management
New York
$1.44M +$1.44M +5,874 New
BAM
1128
Barrett Asset Management
New York
$1.43M -$6.11K -25 -0.4%
BC
1129
Brookfield Corp
Ontario, Canada
$1.42M +$474K +1,940 +50%
WMP
1130
Wealth Management Partners
Arizona
$1.42M -$33.7K -138 -2%
WWM
1131
WT Wealth Management
Arizona
$1.41M +$140K +575 +11%
WAM
1132
Wakefield Asset Management
Colorado
$1.41M +$1.41M +5,781 New
MLL
1133
Moody Lynn & Lieberson
Massachusetts
$1.41M -$13.4K -55 -0.9%
CT
1134
Columbia Trust
Oregon
$1.41M +$96.7K +396 +7%
OL
1135
Optas LLC
Texas
$1.41M +$535K +2,191 +62%
CI
1136
Cavalier Investments
Georgia
$1.4M
BCM
1137
Bienville Capital Management
New York
$1.4M +$112K +459 +9%
APP
1138
Avantax Planning Partners
Iowa
$1.39M -$187K -767 -12%
PA
1139
PSI Advisors
Florida
$1.39M -$8.79K -36 -0.6%
IF
1140
Intrua Financial
Texas
$1.39M -$11.6K -48 -0.8%
Wealth Enhancement Advisory Services
1141
Wealth Enhancement Advisory Services
Minnesota
$1.39M +$1.39M +5,833 New
KTC
1142
Kistler-Tiffany Companies
Pennsylvania
$1.38M +$19.5K +80 +1%
CCM
1143
Chickasaw Capital Management
Tennessee
$1.37M +$30.5K +125 +2%
PFWA
1144
Paces Ferry Wealth Advisors
Georgia
$1.37M -$9.53K -39 -0.7%
DC
1145
Davenport & Co
Virginia
$1.37M +$843K +3,456 +161%
NL
1146
NVWM LLC
Pennsylvania
$1.36M -$463K -1,894 -25%
RWM
1147
Ritholtz Wealth Management
New York
$1.36M +$304K +1,246 +29%
FMLI
1148
Fukoku Mutual Life Insurance
Japan
$1.35M
BC
1149
Bridgefront Capital
Texas
$1.35M +$1.35M +5,520 New
RPC
1150
Rossmore Private Capital
Connecticut
$1.33M +$73.3K +300 +6%