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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 %
UMC
1251
United Maritime Capital
New York
$1.02M -$1.99M -8,150 -66%
GG
1252
Golden Green
South Carolina
$1.02M -$9.53K -39 -0.9%
CWM
1253
Centric Wealth Management
Illinois
$1.01M -$84K -344 -8%
WP
1254
WealthSource Partners
California
$1.01M -$10.7K -44 -1%
AAM
1255
Arabesque Asset Management
United Kingdom
$1.01M -$1.94M -7,959 -66%
MAM
1256
Morse Asset Management
Connecticut
$1.01M +$1.01M +4,120 New
WAS
1257
WESPAC Advisors SoCal
California
$1M +$24.4K +100 +2%
DI
1258
Diligent Investors
California
$996K +$14.7K +60 +1%
CCT
1259
Chemung Canal Trust
New York
$993K -$4.96M -20,281 -83%
CFGS
1260
Concourse Financial Group Securities
Alabama
$986K +$335K +1,372 +52%
BWM
1261
Buckley Wealth Management
Nevada
$985K -$44.2K -181 -4%
RG
1262
Rathbones Group
United Kingdom
$983K -$103K -422 -9%
SRC
1263
Sage Rhino Capital
California
$981K +$11.7K +48 +1%
GA
1264
GoalVest Advisory
New York
$980K -$1.15M -4,688 -54%
CAN
1265
Claraphi Advisory Network
United States
$980K -$88.7K -363 -8%
BWP
1266
BSW Wealth Partners
Colorado
$976K +$205K +838 +27%
ACWM
1267
Adams Chetwood Wealth Management
North Carolina
$972K +$54.5K +223 +6%
RTC
1268
Riverview Trust Company
Washington
$970K
SG
1269
StoneX Group
New York
$966K -$11K -45 -1%
LWA
1270
Lineweaver Wealth Advisors
Ohio
$965K +$44.2K +181 +5%
RCAG
1271
Rehmann Capital Advisory Group
Michigan
$964K -$56.7K -232 -6%
CP
1272
Covenant Partners
Tennessee
$959K -$57.6K -236 -6%
CIM
1273
CIM Investment Management
Pennsylvania
$957K -$44.9K -184 -4%
GKWIM
1274
Gerber Kawasaki Wealth & Investment Management
California
$956K +$91.8K +376 +11%
TPA
1275
Trivium Point Advisory
Connecticut
$955K +$324K +1,327 +51%