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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 %
CIA
1251
Capital Investment Advisors
Georgia
$1.28M +$226K +835 +21%
CW
1252
CreativeOne Wealth
Kansas
$1.28M +$119K +439 +10%
VFG
1253
V2 Financial group
Illinois
$1.28M +$325K +1,200 +34%
AFS
1254
Aft Forsyth & Sober
Florida
$1.28M
TF
1255
TLWM Financial
Texas
$1.27M +$55.9K +206 +5%
APP
1256
Avantax Planning Partners
Iowa
$1.27M -$277K -1,022 -18%
SG
1257
StoneX Group
New York
$1.26M +$188K +693 +18%
DF
1258
Donoghue Forlines
Massachusetts
$1.26M +$1.26M +4,643 New
MFS
1259
Mirabella Financial Services
United Kingdom
$1.25M -$2.68M -9,886 -68%
AWP
1260
Accretive Wealth Partners
New Jersey
$1.25M +$20.9K +77 +2%
TFA
1261
Teamwork Financial Advisors
Texas
$1.25M +$40.1K +148 +3%
EW
1262
Evoke Wealth
California
$1.25M +$69.6K +269 +6%
UONDDL
1263
University of Notre Dame du Lac
Indiana
$1.25M -$97.9K -361 -7%
CPIA
1264
Cornell Pochily Investment Advisors
New York
$1.25M +$42K +155 +3%
HL
1265
HeadInvest LLC
Maine
$1.25M -$45.3K -167 -4%
CCT
1266
Country Club Trust
Missouri
$1.25M +$45.2K +167 +4%
EHWM
1267
Eads & Heald Wealth Management
Georgia
$1.24M +$30.9K +114 +3%
FAIM
1268
Financial Advocates Investment Management
Washington
$1.24M +$233K +859 +23%
MYIA
1269
Mount Yale Investment Advisors
Colorado
$1.24M +$110K +405 +10%
WWM
1270
Wolff Wiese Magana
California
$1.24M +$28.2K +104 +2%
PA
1271
PSI Advisors
Florida
$1.24M -$310K -1,144 -20%
DWT
1272
Dorsey & Whitney Trust
South Dakota
$1.24M +$812 +3 +0.1%
NL
1273
NWAM LLC
Washington
$1.24M +$100K +370 +9%
NDSI
1274
Newman Dignan & Sheerar Inc
Rhode Island
$1.23M -$271 -1 -0%
BMM
1275
Buffington Mohr McNeal
Idaho
$1.23M -$10.9K -40 -0.9%