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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 %
IC
1276
Inscription Capital
Texas
$951K -$1.01M -4,122 -51%
CIA
1277
Capital Investment Advisors
Georgia
$951K -$48.8K -200 -5%
PWP
1278
Principle Wealth Partners
Connecticut
$951K +$5.62K +23 +0.6%
TA
1279
Tectonic Advisors
Texas
$947K -$164K -670 -15%
HCM
1280
Highlander Capital Management
New Jersey
$947K
OIA
1281
OneDigital Investment Advisors
Kansas
$943K +$245K +1,003 +35%
WPW
1282
Waldron Private Wealth
Pennsylvania
$941K -$27.1K -111 -3%
TP
1283
Tranquility Partners
Tennessee
$941K +$9.77K +40 +1%
SCM
1284
Southport Capital Management
Tennessee
$933K +$93.8K +384 +11%
SC
1285
Savant Capital
Illinois
$931K +$33.5K +137 +4%
ESB
1286
Essex Savings Bank
Connecticut
$926K +$29.8K +125 +3%
SS
1287
Simplicity Solutions
Minnesota
$925K +$158K +645 +21%
PP
1288
Professional Planning
California
$923K -$77.4K -317 -8%
SSWM
1289
Smith Salley Wealth Management
North Carolina
$922K +$387K +1,586 +72%
AWA
1290
Aaron Wealth Advisors
Illinois
$915K -$10.7K -44 -1%
FFG
1291
Fortem Financial Group
California
$914K -$24.4K -100 -3%
BSW
1292
Buckingham Strategic Wealth
Missouri
$914K +$36.2K +148 +4%
RIA
1293
Realta Investment Advisors
Delaware
$913K +$84.5K +346 +10%
FAIM
1294
Financial Advocates Investment Management
Washington
$910K -$151K -619 -14%
EWA
1295
Encompass Wealth Advisors
Oregon
$910K
MFG
1296
Merit Financial Group
Georgia
$910K +$21.5K +88 +2%
CRI
1297
Colonial River Investments
Virginia
$900K +$15.9K +65 +2%
CAC
1298
Cowen and Company
New York
$900K +$900K +3,684 New
HA
1299
Harfst & Associates
Wyoming
$897K -$98.1K -402 -10%
FPCP
1300
Fort Point Capital Partners
California
$897K +$5.37K +22 +0.6%