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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 %
LS
1201
Leelyn Smith
Illinois
$1.15M -$305K -1,250 -21%
SAG
1202
Spotlight Asset Group
Illinois
$1.15M +$29.1K +119 +3%
CC
1203
Centiva Capital
New York
$1.15M +$1.15M +4,707 New
PWAG
1204
Polaris Wealth Advisory Group
California
$1.15M -$202K -826 -15%
FFS
1205
Founders Financial Securities
Maryland
$1.15M +$389K +1,591 +51%
AFS
1206
Aft Forsyth & Sober
Florida
$1.15M
CRWM
1207
Castle Rock Wealth Management
California
$1.15M -$197K -809 -15%
PWPS
1208
Pinnacle Wealth Planning Services
Ohio
$1.15M +$117K +477 +11%
MPPLM
1209
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.14M +$551K +2,257 +93%
MAM
1210
Martingale Asset Management
Massachusetts
$1.14M +$1.14M +4,655 New
SFO
1211
Stokes Family Office
Louisiana
$1.13M +$524K +2,147 +86%
PIA
1212
Perennial Investment Advisors
California
$1.12M +$25.9K +106 +2%
BMM
1213
Buffington Mohr McNeal
Idaho
$1.12M -$7.33K -30 -0.7%
BOPW
1214
Brandywine Oak Private Wealth
Pennsylvania
$1.11M +$421K +1,723 +61%
DWT
1215
Dorsey & Whitney Trust
South Dakota
$1.11M +$82.5K +338 +8%
KOC
1216
Koss-Olinger Consulting
Florida
$1.11M +$135K +554 +14%
AWP
1217
Accretive Wealth Partners
New Jersey
$1.11M +$48.4K +198 +5%
QCG
1218
Quadrant Capital Group
Ohio
$1.11M +$95.3K +390 +9%
XS
1219
XR Securities
Illinois
$1.11M -$1.98M -8,110 -64%
LSAG
1220
Lake Street Advisors Group
New Hampshire
$1.11M +$55.1K +222 +5%
NDSI
1221
Newman Dignan & Sheerar Inc
Rhode Island
$1.11M +$733 +3 +0.1%
RC
1222
Rinet Company
Massachusetts
$1.11M +$7.57K +31 +0.7%
AWA
1223
Alta Wealth Advisors
Massachusetts
$1.1M
RBFC
1224
Roman Butler Fullerton & Co
Missouri
$1.1M +$61.1K +250 +6%
EHWM
1225
Eads & Heald Wealth Management
Georgia
$1.09M -$23.2K -95 -2%