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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 %
EWM
1226
Empirical Wealth Management
Washington
$1.37M +$745K +2,748 +119%
WP
1227
Waycross Partners
Kentucky
$1.37M -$434K -1,600 -24%
WSFS
1228
Wilmington Savings Fund Society
Delaware
$1.36M -$4.07K -15 -0.3%
GI
1229
GAMCO Investors
Connecticut
$1.36M -$43.7K -161 -3%
GFP
1230
Gryphon Financial Partners
Ohio
$1.36M -$78.4K -289 -5%
AAP
1231
Ardsley Advisory Partners
Connecticut
$1.36M +$1.36M +5,000 New
BPM
1232
Bronson Point Management
Connecticut
$1.36M +$1.36M +5,000 New
PIA
1233
Perennial Investment Advisors
California
$1.36M +$113K +416 +9%
GP
1234
Greenline Partners
New York
$1.36M +$1.36M +4,997 New
LB
1235
Legacy Bridge
Iowa
$1.35M +$16.3K +60 +1%
FANJ
1236
Financial Architects (New Jersey)
New Jersey
$1.35M +$414K +1,525 +44%
RWB
1237
RMR Wealth Builders
New Jersey
$1.35M +$36.6K +135 +3%
FCA
1238
FinTrust Capital Advisors
South Carolina
$1.35M +$884K +1,950 +190%
BOPW
1239
Brandywine Oak Private Wealth
Pennsylvania
$1.34M +$104K +384 +8%
PWPS
1240
Pinnacle Wealth Planning Services
Ohio
$1.34M +$66.5K +245 +5%
VFPI
1241
Vantage Financial Partners (Illinois)
Illinois
$1.34M +$149K +550 +13%
RAM
1242
Redmond Asset Management
Virginia
$1.34M +$2.71K +10 +0.2%
DP
1243
Denver PWM
Colorado
$1.33M
KTC
1244
Kistler-Tiffany Companies
Pennsylvania
$1.33M -$208K -765 -14%
RC
1245
Rinet Company
Massachusetts
$1.32M +$96.9K +357 +8%
ADL
1246
Asset Dedication LLC
California
$1.3M +$346K +1,267 +36%
CPA
1247
Capital Planning Advisors
California
$1.29M -$27.9K -103 -2%
SFO
1248
Stokes Family Office
Louisiana
$1.29M +$33.6K +124 +3%
FCA
1249
FLC Capital Advisors
California
$1.29M -$1.36K -5 -0.1%
MPPLM
1250
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.28M +$14.4K +53 +1%