CRM icon

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 %
BDFN
1176
Bond & Devick Financial Network
Minnesota
$1.25M +$18.3K +75 +1%
CAAS
1177
Capital Asset Advisory Services
Michigan
$1.23M -$140K -575 -10%
WSFS
1178
Wilmington Savings Fund Society
Delaware
$1.23M -$6.11K -25 -0.5%
First Manhattan
1179
First Manhattan
New York
$1.22M -$17.1K -70 -1%
CAMG
1180
CWA Asset Management Group
Florida
$1.22M -$145K -590 -11%
CBTWT
1181
Community Bank & Trust (Waco, Texas)
Texas
$1.22M +$134K +548 +12%
TAL
1182
TIG Advisors LLC
New York
$1.22M -$5.33M -21,825 -81%
UONDDL
1183
University of Notre Dame du Lac
Indiana
$1.22M -$11.9M -48,688 -91%
SIG
1184
Sky Investment Group
Connecticut
$1.21M +$39.1K +160 +3%
BCM
1185
Brown Capital Management
Maryland
$1.21M -$13.4K -55 -1%
DP
1186
Denver PWM
Colorado
$1.21M
LB
1187
Legacy Bridge
Iowa
$1.2M -$6.11K -25 -0.5%
MAFM
1188
Mid Atlantic Financial Management
Pennsylvania
$1.2M +$105K +431 +10%
FMTC
1189
Farmers & Merchants Trust Company
California
$1.2M +$709K +2,903 +144%
RAM
1190
Redmond Asset Management
Virginia
$1.2M -$20.5K -84 -2%
BCA
1191
Berman Capital Advisors
Georgia
$1.19M +$483K +1,980 +68%
CPA
1192
Capital Planning Advisors
California
$1.19M -$1.16M -4,741 -49%
MA
1193
Montag & Associates
Georgia
$1.19M -$617K -2,525 -34%
RWB
1194
RMR Wealth Builders
New Jersey
$1.18M -$138K -565 -10%
GSWM
1195
Golden State Wealth Management
California
$1.18M +$370K +1,514 +46%
JWM
1196
Jupiter Wealth Management
Colorado
$1.17M +$295K +1,179 +34%
MRCM
1197
M&R Capital Management
New Jersey
$1.17M +$238K +975 +26%
HL
1198
HeadInvest LLC
Maine
$1.16M +$51.3K +210 +5%
FCA
1199
FLC Capital Advisors
California
$1.16M
NF
1200
Nikulski Financial
Iowa
$1.16M +$597K +2,467 +107%