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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 %
AMC
1276
Asset Management Corp
Illinois
$1.23M -$429K -1,580 -26%
AWA
1277
Alta Wealth Advisors
Massachusetts
$1.22M
WPW
1278
Waldron Private Wealth
Pennsylvania
$1.22M +$177K +654 +17%
CT
1279
Chicago Trust
Illinois
$1.22M +$800K +2,950 +190%
SVWAG
1280
Sound View Wealth Advisors Group
Georgia
$1.22M +$84.9K +313 +8%
WP
1281
WealthSource Partners
California
$1.21M +$88.1K +325 +8%
LS
1282
Leelyn Smith
Illinois
$1.21M -$66.2K -244 -5%
SP
1283
Symmetry Partners
Connecticut
$1.21M +$609K +2,242 +101%
KOC
1284
Koss-Olinger Consulting
Florida
$1.21M -$26.8K -99 -2%
ANB
1285
Amarillo National Bank
Texas
$1.2M
ANTB
1286
AMG National Trust Bank
Colorado
$1.2M +$45.8K +169 +4%
PI
1287
Parkside Investments
Illinois
$1.19M +$1.19M +4,395 New
WAS
1288
WESPAC Advisors SoCal
California
$1.19M +$74.2K +273 +7%
TP
1289
Tranquility Partners
Tennessee
$1.19M +$145K +534 +14%
DL
1290
DOHJ LLC
Washington
$1.19M +$697K +2,327 +141%
LAI
1291
Legal Advantage Investments
California
$1.19M
BWP
1292
BSW Wealth Partners
Colorado
$1.19M +$105K +388 +10%
CCM
1293
Coldstream Capital Management
Washington
$1.18M -$171K -680 -13%
TPA
1294
Trivium Point Advisory
Connecticut
$1.17M +$101K +367 +9%
SSWM
1295
Smith Salley Wealth Management
North Carolina
$1.17M +$148K +547 +14%
QCM
1296
Quest Capital Management
Texas
$1.17M +$34.5K +127 +3%
FPCP
1297
Fort Point Capital Partners
California
$1.17M +$170K +627 +17%
ACM
1298
AlphaCrest Capital Management
New York
$1.17M -$8M -29,503 -87%
SIG
1299
Sargent Investment Group
Maryland
$1.17M
EFS
1300
Essex Financial Services
Connecticut
$1.17M +$81.9K +302 +8%