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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 %
WA
1151
Wealth Alliance
New York
$1.33M -$47.9K -196 -3%
HT
1152
Heritage Trust
Oklahoma
$1.33M -$21.2K -87 -2%
DCM
1153
Davidson Capital Management
Texas
$1.32M +$4.88K +20 +0.4%
PA
1154
Procyon Advisors
Connecticut
$1.32M +$69.9K +286 +6%
BFS
1155
Bard Financial Services
Connecticut
$1.32M +$97.7K +400 +8%
WAP
1156
Wealthcare Advisory Partners
Pennsylvania
$1.32M +$55.2K +226 +4%
MA
1157
Mutual Advisors
Nebraska
$1.32M +$209K +856 +19%
1SB
1158
1ST Source Bank
Indiana
$1.32M +$93.8K +384 +8%
GFP
1159
Gryphon Financial Partners
Ohio
$1.31M +$66.1K +266 +5%
WP
1160
WealthShield Partners
North Carolina
$1.31M +$190K +779 +17%
CCM
1161
Coldstream Capital Management
Washington
$1.31M +$44K +180 +3%
AW
1162
Alaethes Wealth
Nevada
$1.3M +$120K +492 +10%
NSB
1163
Norway Savings Bank
Maine
$1.3M +$45.2K +185 +4%
FUBT
1164
First United Bank & Trust
Maryland
$1.29M -$83.5K -342 -6%
QSS
1165
Quantitative Systematic Strategies
Florida
$1.29M +$1.29M +5,277 New
VVP
1166
Venture Visionary Partners
Ohio
$1.28M -$4.11M -16,841 -76%
CFMC
1167
Curbstone Financial Management Corp
New Hampshire
$1.28M
FGAM
1168
Financial Gravity Asset Management
Texas
$1.28M +$131K +535 +11%
MCM
1169
MAI Capital Management
Ohio
$1.27M -$1.32M -5,395 -51%
SWMG
1170
Strategic Wealth Management Group
Maryland
$1.27M -$23.5K -96 -2%
GI
1171
GAMCO Investors
Connecticut
$1.26M -$9.28K -38 -0.7%
ATPW
1172
Ashton Thomas Private Wealth
Arizona
$1.26M -$263K -1,078 -17%
NCGI
1173
Next Century Growth Investors
Minnesota
$1.26M -$49.1K -201 -4%
KAM
1174
Karani Asset Management
New York
$1.25M +$11.5K +47 +0.9%
ISL
1175
Ingalls & Snyder LLC
New York
$1.25M +$80.1K +328 +7%