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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 %
LJAC
1301
L.J. Altfest & Co
New York
$897K +$219K +895 +32%
LCM
1302
Landscape Capital Management
New Jersey
$897K +$897K +3,672 New
WMA
1303
Wealth Management Associates
New Jersey
$896K -$75.7K -310 -8%
MFA
1304
Mayflower Financial Advisors
Massachusetts
$894K +$126K +515 +16%
SWA
1305
Stratos Wealth Advisors
Ohio
$894K +$235K +963 +36%
LB
1306
Leo Brokerage
Texas
$893K -$21K -86 -2%
CCIA
1307
Campbell & Co Investment Adviser
Maryland
$892K +$892K +3,650 New
MS
1308
Maven Securities
Jersey
$890K +$890K +3,642 New
IA
1309
Insight Advisors
Pennsylvania
$886K +$30.6K +127 +4%
BWA
1310
Bordeaux Wealth Advisors
California
$881K
WCA
1311
Westover Capital Advisors
Delaware
$879K -$65.5K -268 -7%
SFSIG
1312
San Francisco Sentry Investment Group
California
$878K
JCM
1313
Jacobi Capital Management
Pennsylvania
$876K -$288K -1,180 -25%
IAN
1314
Integrated Advisors Network
Texas
$874K +$25.4K +104 +3%
OFG
1315
Oxford Financial Group
Indiana
$874K +$54.7K +224 +7%
HB
1316
Homrich & Berg
Georgia
$873K +$64K +262 +8%
FBC
1317
Fairfield, Bush & Co
Connecticut
$873K +$260K +1,066 +43%
RSWM
1318
Robertson Stephens Wealth Management
California
$869K +$58.4K +239 +7%
GEA
1319
Glen Eagle Advisors
New Jersey
$869K +$36.9K +151 +4%
SWRP
1320
Summit Wealth & Retirement Planning
California
$864K -$40.3K -165 -4%
AA
1321
Argent Advisors
Louisiana
$863K +$139K +567 +19%
VFG
1322
V2 Financial group
Illinois
$855K -$17.1K -70 -2%
CPC
1323
Congress Park Capital
New York
$855K -$947K -3,875 -53%
FC
1324
Fulcrum Capital
Washington
$855K -$168K -690 -16%
FHC
1325
First Heartland Consultants
Missouri
$853K +$148K +607 +21%