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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 %
TFA
1226
Teamwork Financial Advisors
Texas
$1.09M -$341K -1,395 -24%
CCT
1227
Country Club Trust
Missouri
$1.09M +$117K +477 +12%
TF
1228
TLWM Financial
Texas
$1.09M +$313K +1,282 +40%
WWM
1229
Wolff Wiese Magana
California
$1.09M -$30.3K -124 -3%
CPIA
1230
Cornell Pochily Investment Advisors
New York
$1.09M +$54.2K +222 +5%
QT
1231
Quantbot Technologies
New York
$1.08M +$1.08M +4,430 New
ANB
1232
Amarillo National Bank
Texas
$1.08M
BWM
1233
BigSur Wealth Management
Florida
$1.08M -$403K -1,650 -27%
ACM
1234
Allred Capital Management
Texas
$1.07M -$28.1K -115 -3%
LAI
1235
Legal Advantage Investments
California
$1.07M +$244K +1,000 +30%
VFPI
1236
Vantage Financial Partners (Illinois)
Illinois
$1.07M +$159K +650 +17%
HPC
1237
HM Payson & Co
Maine
$1.07M -$40.3K -165 -4%
WFG
1238
Wills Financial Group
Virginia
$1.06M +$15.1K +62 +1%
EW
1239
Evoke Wealth
California
$1.06M +$63K +271 +6%
SIG
1240
Sargent Investment Group
Maryland
$1.05M
CW
1241
CreativeOne Wealth
Kansas
$1.04M -$866K -3,548 -45%
ANTB
1242
AMG National Trust Bank
Colorado
$1.04M -$11K -45 -1%
EWA
1243
EP Wealth Advisors
California
$1.03M +$12.5K +51 +1%
NL
1244
NWAM LLC
Washington
$1.02M -$2.81M -11,504 -73%
QCM
1245
Quest Capital Management
Texas
$1.02M -$45.2K -185 -4%
MYIA
1246
Mount Yale Investment Advisors
Colorado
$1.02M +$5.62K +23 +0.6%
ESCM
1247
Echo Street Capital Management
New York
$1.02M -$25.1M -102,815 -96%
CP
1248
Camelot Portfolios
Ohio
$1.02M +$213K +874 +26%
SVWAG
1249
Sound View Wealth Advisors Group
Georgia
$1.02M +$111K +455 +12%
GDP
1250
Great Diamond Partners
Maine
$1.02M -$230K -940 -18%