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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 %
HA
1351
Harfst & Associates
Wyoming
$1M +$4.34K +16 +0.4%
TWMP
1352
Taylor Wealth Management Partners
Massachusetts
$999K +$999K +3,682 New
SEC
1353
Seven Eight Capital
New York
$998K -$3.36M -12,406 -77%
LCM
1354
Landscape Capital Management
New Jersey
$996K
DI
1355
Diligent Investors
California
$996K
LB
1356
Leo Brokerage
Texas
$995K +$2.71K +10 +0.3%
BWA
1357
Bordeaux Wealth Advisors
California
$994K +$16.3K +60 +2%
ACM
1358
AlphaStar Capital Management
North Carolina
$993K +$993K +3,425 New
CFD
1359
Creative Financial Designs
Indiana
$992K +$69.1K +255 +7%
GSWM
1360
Golden State Wealth Management
California
$989K -$319K -1,176 -24%
CC
1361
Centiva Capital
New York
$984K -$293K -1,079 -23%
9WM
1362
9258 Wealth Management
Ohio
$983K +$247K +912 +34%
SWRP
1363
Summit Wealth & Retirement Planning
California
$981K +$21.2K +78 +2%
HB
1364
Homrich & Berg
Georgia
$979K +$9.77K +36 +1%
FFS
1365
Founders Financial Securities
Maryland
$978K -$298K -1,098 -23%
LC
1366
Lindbrook Capital
California
$975K +$127K +470 +15%
SWA
1367
Stratos Wealth Advisors
Ohio
$974K -$19K -70 -2%
FBC
1368
Fairfield, Bush & Co
Connecticut
$965K -$4.07K -15 -0.4%
GEA
1369
Glen Eagle Advisors
New Jersey
$959K -$5.97K -22 -0.6%
AIL
1370
AGF Investments LLC
Ontario, Canada
$958K +$958K +3,531 New
LWP
1371
Lumature Wealth Partners
Georgia
$955K +$39.9K +147 +4%
SVCP
1372
Silicon Valley Capital Partners
California
$953K +$38.5K +142 +4%
PCM
1373
Penserra Capital Management
California
$953K +$139K +513 +17%
RIA
1374
Realta Investment Advisors
Delaware
$952K -$61.3K -226 -6%
CPC
1375
Congress Park Capital
New York
$949K