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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 %
RG
1301
Rathbones Group
United Kingdom
$1.16M +$73K +269 +7%
HPC
1302
HM Payson & Co
Maine
$1.16M -$26K -96 -2%
CAN
1303
Claraphi Advisory Network
United States
$1.16M +$68.6K +253 +6%
IA
1304
Insight Advisors
Pennsylvania
$1.15M +$20.3K +66 +2%
ACM
1305
Allred Capital Management
Texas
$1.15M -$38K -140 -3%
MAM
1306
Morse Asset Management
Connecticut
$1.15M +$31.2K +115 +3%
LPT
1307
Legacy Private Trust
Wisconsin
$1.14M +$1.14M +4,215 New
GDP
1308
Great Diamond Partners
Maine
$1.14M +$12.2K +45 +1%
GL
1309
Graypoint LLC
New York
$1.14M +$332K +1,225 +41%
RCAG
1310
Rehmann Capital Advisory Group
Michigan
$1.14M +$67.8K +250 +6%
BSW
1311
Buckingham Strategic Wealth
Missouri
$1.14M +$120K +444 +12%
AA
1312
Argent Advisors
Louisiana
$1.13M +$172K +634 +18%
CWM
1313
Centric Wealth Management
Illinois
$1.13M
SCP
1314
Shorepoint Capital Partners
Massachusetts
$1.13M +$1.13M +4,147 New
G
1315
Gainplan
Michigan
$1.12M +$792K +2,861 +240%
MFG
1316
Menard Financial Group
Texas
$1.12M +$196K +724 +21%
LWA
1317
Lineweaver Wealth Advisors
Ohio
$1.11M +$39.9K +147 +4%
MCA
1318
Magnolia Capital Advisors
Mississippi
$1.11M +$491K +1,811 +80%
SRC
1319
Sage Rhino Capital
California
$1.11M +$16K +59 +1%
BCM
1320
Brown Capital Management
Maryland
$1.1M -$238K -879 -18%
MFA
1321
Mayflower Financial Advisors
Massachusetts
$1.1M +$26K +89 +2%
JIP
1322
Jaffetilchin Investment Partners
Florida
$1.09M -$1.27M -4,668 -54%
CAAS
1323
Capital Asset Advisory Services
Michigan
$1.08M -$282K -1,039 -21%
RTC
1324
Riverview Trust Company
Washington
$1.08M
BAS
1325
Brown Advisory Securities
Maryland
$1.08M -$2.38M -8,756 -69%