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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 %
BS
1401
Boenning & Scattergood
Pennsylvania
$879K +$271K +1,000 +45%
TWI
1402
Thomas White International
Illinois
$875K
EI
1403
Ellevest Inc
New York
$874K +$205K +756 +31%
HPWM
1404
Highland Private Wealth Management
Washington
$873K -$31.7K -117 -4%
GFG
1405
Greystone Financial Group
Michigan
$863K +$863K +3,182 New
CWM
1406
Cornerstone Wealth Management
Missouri
$861K +$62.4K +230 +8%
BBP
1407
Banco BTG Pactual
Brazil
$860K -$29.8K -110 -3%
KPW
1408
Kore Private Wealth
New York
$860K +$201K +740 +30%
SAG
1409
Spotlight Asset Group
Illinois
$859K -$419K -1,545 -33%
CA
1410
Claro Advisors
Massachusetts
$859K +$20.3K +75 +2%
AI
1411
Atom Investors
Texas
$857K -$1.01M -3,727 -54%
DA
1412
DSC Advisors
Illinois
$854K +$128K +470 +18%
OFG
1413
Oxford Financial Group
Indiana
$853K -$117K -432 -12%
SWA
1414
SFMG Wealth Advisors
Texas
$850K -$35.8K -132 -4%
RFO
1415
RiverGlades Family Offices
Florida
$848K
FPF
1416
First Pacific Financial
Washington
$846K +$41.7K +154 +5%
WA
1417
WP Advisors
California
$842K -$12.2K -45 -1%
BFA
1418
Beaumont Financial Advisors
Massachusetts
$838K +$72.9K +269 +10%
GTAM
1419
Global Trust Asset Management
Florida
$836K
DCM
1420
Donaldson Capital Management
Indiana
$836K +$836K +3,084 New
EMG
1421
ETF Managers Group
New Jersey
$831K +$63.9K +236 +8%
SIA
1422
SkyView Investment Advisors
New Jersey
$828K +$7.86K +29 +1%
AWA
1423
Aaron Wealth Advisors
Illinois
$826K -$189K -698 -19%
LCM
1424
LCM Capital Management
Illinois
$825K -$6.51K -24 -0.8%
MTC
1425
McDaniel Terry & Co
Texas
$824K +$65.6K +242 +9%