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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 %
ACWM
1326
Adams Chetwood Wealth Management
North Carolina
$1.07M -$5.43K -20 -0.5%
MA
1327
Montag & Associates
Georgia
$1.07M -$246K -908 -19%
HTC
1328
Haverford Trust Company
Pennsylvania
$1.07M +$161K +594 +18%
PWP
1329
Principle Wealth Partners
Connecticut
$1.07M +$10.9K +40 +1%
CP
1330
Covenant Partners
Tennessee
$1.07M
TIA
1331
Trust Investment Advisors
Indiana
$1.06M +$132K +488 +14%
SB
1332
Strategic Blueprint
Georgia
$1.06M +$196K +722 +23%
WA
1333
Wambolt & Associates
Colorado
$1.06M +$1.06M +900,577 New
ESB
1334
Essex Savings Bank
Connecticut
$1.06M +$25.7K +97 +2%
TA
1335
Tectonic Advisors
Texas
$1.06M +$4.07K +15 +0.4%
PP
1336
Professional Planning
California
$1.06M +$29.8K +110 +3%
CIM
1337
CIM Investment Management
Pennsylvania
$1.05M -$8.68K -32 -0.8%
HCM
1338
Highlander Capital Management
New Jersey
$1.05M +$1.9K +7 +0.2%
CCT
1339
Chemung Canal Trust
New York
$1.04M -$58.9K -217 -5%
BWM
1340
Buckley Wealth Management
Nevada
$1.04M -$58.3K -215 -5%
CP
1341
Camelot Portfolios
Ohio
$1.03M -$100K -370 -9%
IDBONY
1342
Israel Discount Bank of New York
New York
$1.03M +$1.03M +3,785 New
AF
1343
Allworth Financial
California
$1.03M +$288K +1,063 +39%
MFG
1344
Merit Financial Group
Georgia
$1.03M +$14.6K +54 +1%
EWA
1345
Encompass Wealth Advisors
Oregon
$1.02M +$10.3K +38 +1%
LJAC
1346
L.J. Altfest & Co
New York
$1.02M +$22.2K +82 +2%
CAM
1347
Concorde Asset Management
Michigan
$1.01M +$1.01M +3,730 New
OIA
1348
OneDigital Investment Advisors
Kansas
$1.01M -$37.2K -137 -4%
WMA
1349
Wealth Management Associates
New Jersey
$1.01M +$12.5K +46 +1%
ECG
1350
Edge Capital Group
Georgia
$1.01M +$214K +790 +27%