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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 %
WFI
1401
West Family Investments
California
$689K +$689K +2,819 New
WCM
1402
Whitener Capital Management
North Carolina
$688K -$11K -45 -2%
CAG
1403
Csenge Advisory Group
Florida
$686K -$47.1K -192 -6%
MG
1404
Mather Group
Illinois
$685K +$8.8K +36 +1%
PSP
1405
Principal Street Partners
Tennessee
$684K -$495K -2,025 -42%
MTC
1406
McDaniel Terry & Co
Texas
$683K +$75K +307 +12%
RI
1407
Redwood Investments
Massachusetts
$677K
CIC
1408
Carnegie Investment Counsel
Ohio
$674K -$163K -669 -20%
PCP
1409
Proficio Capital Partners
Massachusetts
$669K +$36.4K +149 +6%
AF
1410
Allworth Financial
California
$664K +$3.42K +14 +0.5%
9WM
1411
9258 Wealth Management
Ohio
$662K -$54K -221 -8%
PP
1412
Patron Partners
Texas
$662K +$40.3K +165 +6%
CCM
1413
Conway Capital Management
California
$662K +$13.4K +55 +2%
WPW
1414
Warther Private Wealth
Ohio
$660K +$660K +2,695 New
ABC
1415
Associated Banc-Corp
Wisconsin
$657K -$259K -1,062 -28%
DA
1416
DSC Advisors
Illinois
$654K -$400K -1,637 -38%
SB
1417
Sunflower Bank
Texas
$653K +$13.9K +57 +2%
TFO
1418
Tarbox Family Office
California
$649K +$10K +41 +2%
SWA
1419
SOA Wealth Advisors
New York
$642K -$199K -815 -24%
PNC
1420
Park National Corp
Ohio
$642K -$172K -704 -21%
QT
1421
Quantamental Technologies
New York
$642K +$642K +2,629 New
SIA
1422
SkyView Investment Advisors
New Jersey
$641K
SCI
1423
S&CO Inc
Massachusetts
$639K -$214K -877 -25%
SF
1424
Symphony Financial
Texas
$638K -$306K -1,249 -32%
CA
1425
Calton & Associates
Florida
$638K +$27.6K +113 +5%