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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 %
GLA
1376
Great Lakes Advisors
Illinois
$947K +$105K +389 +13%
MCCP
1377
Mission Creek Capital Partners
California
$945K +$69.7K +257 +8%
CPA
1378
Clear Perspective Advisors
Illinois
$944K +$79.8K +294 +9%
GSC
1379
G&S Capital
Colorado
$944K +$944K +3,480 New
FGAM
1380
Financial Gravity Asset Management
Texas
$940K -$1.09M -2,819 -54%
GG
1381
Golden Green
South Carolina
$937K -$189K -698 -17%
CCIA
1382
Campbell & Co Investment Adviser
Maryland
$936K -$54.3K -200 -5%
JWS
1383
Juncture Wealth Strategies
Arizona
$931K -$1.36K -5 -0.1%
TFGT
1384
TS Financial Group (TSFG)
Illinois
$926K +$5.15K +19 +0.6%
SFPG
1385
Stonebridge Financial Planning Group
Florida
$924K
MA
1386
MUFG Americas
New York
$924K +$45.3K +167 +5%
RWA
1387
Ropes Wealth Advisors
Massachusetts
$922K +$17.1K +63 +2%
PTP
1388
Platform Technology Partners
New York
$918K +$55.1K +203 +6%
QFA
1389
Quattro Financial Advisors
Texas
$916K +$43.6K +150 +5%
YIA
1390
YHB Investment Advisors
Connecticut
$912K +$6.24K +23 +0.7%
AF
1391
Advisornet Financial
Minnesota
$908K +$236K +868 +35%
RSWM
1392
Robertson Stephens Wealth Management
California
$907K -$57.8K -213 -6%
VBCG
1393
Valley Brook Capital Group
Pennsylvania
$905K +$10.6K +39 +1%
FNBT
1394
FineMark National Bank & Trust
Florida
$894K +$116K +429 +15%
FFG
1395
Fortem Financial Group
California
$892K -$122K -450 -12%
JCM
1396
Jacobi Capital Management
Pennsylvania
$889K -$83.5K -308 -9%
BCM
1397
Bayesian Capital Management
New York
$885K -$5.46M -20,138 -86%
WFI
1398
West Family Investments
California
$882K +$118K +434 +15%
ICM
1399
IMS Capital Management
Oregon
$881K
CL
1400
CPWM LLC
Washington
$880K +$197K +725 +29%