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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 %
GI
1426
Gradient Investments
Minnesota
$637K -$3.67K -15 -0.6%
OPWM
1427
Oxinas Partners Wealth Management
Indiana
$637K +$61.1K +250 +11%
MW
1428
Marcum Wealth
Ohio
$634K +$244 +1 +0%
CA
1429
Crumly & Associates
Illinois
$630K +$4.64K +19 +0.7%
IGGA
1430
Iron Gate Global Advisors
Utah
$628K +$303K +1,241 +93%
EWM
1431
Evermay Wealth Management
Virginia
$627K -$10.5K -43 -2%
SOW
1432
State of Wyoming
Wyoming
$622K +$184K +751 +42%
VWA
1433
Visionary Wealth Advisors
Illinois
$620K -$20.5K -84 -3%
CL
1434
CPWM LLC
Washington
$616K +$12K +49 +2%
KOMWMG
1435
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$614K +$41.5K +170 +7%
CA
1436
CGN Advisors
Kansas
$612K +$19.1K +78 +3%
SFG
1437
SageGuard Financial Group
Tennessee
$611K -$281K -1,152 -32%
RPCA
1438
Running Point Capital Advisors
California
$607K +$8.07K +33 +1%
VA
1439
Valmark Advisers
Ohio
$607K +$607K +2,485 New
AF
1440
Advisornet Financial
Minnesota
$605K -$71.3K -292 -11%
EI
1441
Ellevest Inc
New York
$602K +$60.1K +246 +11%
VWM
1442
Venturi Wealth Management
Texas
$598K -$231K -944 -28%
GRP
1443
Global Retirement Partners
California
$597K -$2.54M -10,417 -81%
FFC
1444
First Financial Corp
Indiana
$597K -$2.44K -10 -0.4%
KPW
1445
Kore Private Wealth
New York
$594K +$48.9K +200 +9%
KFI
1446
Key Financial Inc
Pennsylvania
$593K
HCM
1447
Harvey Capital Management
Florida
$586K
AFM
1448
Andesa Financial Management
Pennsylvania
$583K +$11.2K +46 +2%
TA
1449
TFG Advisers
Michigan
$582K -$4.39K -18 -0.7%
AA
1450
Ancora Advisors
Ohio
$581K +$15.4K +63 +3%