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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 %
SFO
1326
Standard Family Office
South Dakota
$852K
EFS
1327
Essex Financial Services
Connecticut
$846K
FANJ
1328
Financial Architects (New Jersey)
New Jersey
$844K +$181K +741 +27%
CAG
1329
Crestwood Advisors Group
Massachusetts
$840K -$45K -184 -5%
TIA
1330
Trust Investment Advisors
Indiana
$837K +$38.6K +158 +5%
JWS
1331
Juncture Wealth Strategies
Arizona
$837K +$91.3K +375 +12%
FHA
1332
First Horizon Advisors
Tennessee
$837K +$223K +915 +36%
ADL
1333
Asset Dedication LLC
California
$837K +$282K +1,173 +51%
MFG
1334
Menard Financial Group
Texas
$832K +$123K +503 +17%
CFD
1335
Creative Financial Designs
Indiana
$831K +$9.77K +40 +1%
TFGT
1336
TS Financial Group (TSFG)
Illinois
$829K
RWP
1337
Ridgecrest Wealth Partners
California
$826K +$826K +3,380 New
SVCP
1338
Silicon Valley Capital Partners
California
$824K -$1.53M -6,263 -65%
LWP
1339
Lumature Wealth Partners
Georgia
$824K +$63K +258 +8%
PIM
1340
Parker Investment Management
California
$817K -$139K -568 -15%
HTC
1341
Haverford Trust Company
Pennsylvania
$817K +$817K +3,344 New
YIA
1342
YHB Investment Advisors
Connecticut
$816K +$24.7K +101 +3%
HPWM
1343
Highland Private Wealth Management
Washington
$816K +$36.2K +148 +5%
BSB
1344
Bangor Savings Bank
Maine
$816K +$816K +3,342 New
RWA
1345
Ropes Wealth Advisors
Massachusetts
$815K +$60.6K +248 +8%
SCG
1346
Sonata Capital Group
Washington
$815K +$61.1K +250 +8%
VBCG
1347
Valley Brook Capital Group
Pennsylvania
$805K +$332K +1,359 +70%
BBP
1348
Banco BTG Pactual
Brazil
$801K +$310K +1,268 +63%
SWA
1349
SFMG Wealth Advisors
Texas
$798K +$61.8K +253 +8%
ICM
1350
IMS Capital Management
Oregon
$794K