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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 %
WAP
1201
Wealthcare Advisory Partners
Pennsylvania
$1.52M +$57.5K +212 +4%
BWM
1202
BigSur Wealth Management
Florida
$1.52M +$326K +1,200 +27%
ATPW
1203
Ashton Thomas Private Wealth
Arizona
$1.51M +$115K +425 +8%
1SB
1204
1ST Source Bank
Indiana
$1.51M +$49.4K +182 +3%
PFWA
1205
Paces Ferry Wealth Advisors
Georgia
$1.51M -$7.87K -29 -0.5%
RPC
1206
Rossmore Private Capital
Connecticut
$1.51M +$24.4K +90 +2%
DCM
1207
Davidson Capital Management
Texas
$1.5M +$33.4K +123 +2%
First Manhattan
1208
First Manhattan
New York
$1.49M +$132K +485 +10%
BFS
1209
Bard Financial Services
Connecticut
$1.49M +$20.3K +75 +1%
FUBT
1210
First United Bank & Trust
Maryland
$1.48M +$46.1K +170 +3%
CBTWT
1211
Community Bank & Trust (Waco, Texas)
Texas
$1.48M +$123K +452 +9%
AW
1212
Alaethes Wealth
Nevada
$1.47M +$24.4K +90 +2%
AP
1213
Adero Partners
California
$1.47M +$1.21M +4,460 +472%
CRWM
1214
Castle Rock Wealth Management
California
$1.46M -$3.1K -10 -0.2%
PA
1215
Procyon Advisors
Connecticut
$1.45M -$13.3K -49 -0.9%
SIG
1216
Sky Investment Group
Connecticut
$1.44M +$87.9K +324 +7%
MRCM
1217
M&R Capital Management
New Jersey
$1.44M +$143K +528 +11%
CFMC
1218
Curbstone Financial Management Corp
New Hampshire
$1.43M
EN1L
1219
Engine No 1 LLC
California
$1.42M +$620K +2,284 +77%
NCGI
1220
Next Century Growth Investors
Minnesota
$1.4M
BDFN
1221
Bond & Devick Financial Network
Minnesota
$1.39M
AFM
1222
Anson Funds Management
Texas
$1.39M +$1.39M +5,115 New
QCG
1223
Quadrant Capital Group
Ohio
$1.38M +$151K +556 +12%
SGI
1224
Summit Global Investments
Utah
$1.38M -$642K -2,369 -32%
BDWCC
1225
B&D White Capital Company
Texas
$1.38M +$1.38M +5,075 New