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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 %
SMFG
1176
Sumitomo Mitsui Financial Group
Japan
$1.64M +$1.42M +5,266 +668%
CCM
1177
Cribstone Capital Management
Maine
$1.64M -$5.97K -22 -0.4%
CBT
1178
Central Bank & Trust
Kentucky
$1.63M -$15.7K -58 -1%
WMP
1179
Wealth Management Partners
Arizona
$1.62M +$47.2K +174 +3%
ATWA
1180
Arbor Trust Wealth Advisors
Michigan
$1.62M -$17.6K -65 -1%
CFGS
1181
Concourse Financial Group Securities
Alabama
$1.62M +$526K +1,941 +48%
CT
1182
Columbia Trust
Oregon
$1.61M +$47.5K +175 +3%
BAM
1183
Barrett Asset Management
New York
$1.61M +$28.5K +105 +2%
EWA
1184
EP Wealth Advisors
California
$1.61M +$468K +1,724 +41%
MS
1185
Mizuho Securities
Japan
$1.61M -$580K -2,140 -27%
ARC
1186
Advisor Resource Council
Texas
$1.6M -$130K -479 -8%
JDR
1187
Jay D. Rosenbaum
$1.59M -$46.9K -173 -3%
EB
1188
Eastern Bank
Massachusetts
$1.59M -$252K -930 -14%
BO
1189
BRR OpCo
Ohio
$1.59M +$1.19M +4,400 +302%
SMH
1190
Sanders Morris Harris
Texas
$1.59M
SC
1191
Savant Capital
Illinois
$1.58M +$550K +2,029 +53%
HT
1192
Heritage Trust
Oklahoma
$1.57M +$97.3K +359 +7%
NL
1193
NVWM LLC
Pennsylvania
$1.57M +$63.5K +234 +4%
WA
1194
Wealth Alliance
New York
$1.57M +$89K +328 +6%
OL
1195
Optas LLC
Texas
$1.57M +$6.51K +24 +0.4%
WAM
1196
Wakefield Asset Management
Colorado
$1.55M -$18.7K -69 -1%
NSB
1197
Norway Savings Bank
Maine
$1.54M +$104K +382 +7%
SS
1198
Simplicity Solutions
Minnesota
$1.53M +$505K +1,863 +49%
AWA
1199
Arkadios Wealth Advisors
Georgia
$1.53M -$767K -2,829 -33%
WCA
1200
Westover Capital Advisors
Delaware
$1.53M +$552K +2,036 +57%