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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 %
MA
1351
MUFG Americas
New York
$792K +$89K +364 +13%
DI
1352
DFPG Investments
Utah
$791K -$73.9K -303 -9%
MCCP
1353
Mission Creek Capital Partners
California
$789K +$34.7K +142 +5%
TWI
1354
Thomas White International
Illinois
$788K
VI
1355
Versor Investments
New York
$784K +$784K +3,208 New
OWA
1356
Octavia Wealth Advisors
Ohio
$780K +$95.2K +390 +14%
CPA
1357
Clear Perspective Advisors
Illinois
$778K +$32.2K +132 +4%
SB
1358
Strategic Blueprint
Georgia
$777K +$520K +2,128 +202%
PTP
1359
Platform Technology Partners
New York
$777K +$777K +3,182 New
HH
1360
Hilltop Holdings
Texas
$775K -$89.9K -368 -10%
AIC
1361
Ameritas Investment Company
Nebraska
$773K -$754K -1,420 -49%
LWAC
1362
Laurel Wealth Advisors (California)
California
$772K +$111K +453 +17%
WA
1363
WP Advisors
California
$769K +$12.2K +50 +2%
CAM
1364
CenterStar Asset Management
Illinois
$768K -$260K
DTL
1365
Dynamic Technology Lab
Singapore
$768K +$768K +3,146 New
RFO
1366
RiverGlades Family Offices
Florida
$763K
LC
1367
Lindbrook Capital
California
$763K +$1.95K +8 +0.3%
CIAS
1368
Capital Investment Advisory Services
North Carolina
$761K -$105K -430 -12%
GLA
1369
Great Lakes Advisors
Illinois
$758K -$107K -440 -12%
ER
1370
Enlightenment Research
Florida
$757K +$488K +2,000 +182%
CA
1371
Claro Advisors
Massachusetts
$756K -$6.35K -26 -0.8%
SAS
1372
Stelac Advisory Services
New York
$754K +$18.6K +76 +3%
GTAM
1373
Global Trust Asset Management
Florida
$753K -$6.6K -27 -0.9%
LCM
1374
LCM Capital Management
Illinois
$749K +$15.4K +63 +2%
OGC
1375
Oak Grove Capital
New Hampshire
$745K +$256K +1,050 +53%