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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 %
RAM
1426
Roanoke Asset Management
New Jersey
$819K +$819K +3,019 New
CAG
1427
Csenge Advisory Group
Florida
$817K +$46K +167 +6%
CFA
1428
Cahill Financial Advisors
Minnesota
$815K +$12.5K +46 +2%
CA
1429
CGN Advisors
Kansas
$814K +$135K +499 +20%
OWA
1430
Octavia Wealth Advisors
Ohio
$812K -$53.9K -199 -6%
B
1431
Bellecapital
Switzerland
$812K +$10.6K +39 +1%
CFG
1432
Citizens Financial Group
Rhode Island
$811K +$167K +614 +26%
CC
1433
Caxton Corporation
New Jersey
$810K -$543 -2 -0.1%
SWA
1434
Sax Wealth Advisors
New Jersey
$810K
FB
1435
First Bancorp
Maine
$809K +$809K +2,981 New
BBI
1436
Baxter Bros Inc
Connecticut
$808K +$808K +2,980 New
WCAMG
1437
Woodard & Company Asset Management Group
North Carolina
$807K +$807K +2,976 New
ST
1438
Smithfield Trust
Pennsylvania
$806K
LWAC
1439
Laurel Wealth Advisors (California)
California
$803K -$54.5K -201 -6%
SWP
1440
Strategic Wealth Partners
Ohio
$800K +$367K +1,354 +85%
WPW
1441
Warther Private Wealth
Ohio
$795K +$53.4K +194 +7%
DBRC
1442
D.B. Root & Company
Pennsylvania
$794K +$213K +785 +37%
SC
1443
Solstein Capital
California
$794K +$475K +1,750 +149%
FHC
1444
First Heartland Consultants
Missouri
$792K -$155K -571 -16%
TIAM2
1445
Tru Independence Asset Management 2
Oregon
$792K +$359K +1,324 +83%
PCP
1446
Proficio Capital Partners
Massachusetts
$791K +$48.3K +178 +6%
GT
1447
Glenview Trust
Kentucky
$790K
NP
1448
NorthRock Partners
Minnesota
$790K +$209K +753 +36%
MW
1449
Marcum Wealth
Ohio
$789K +$84.9K +313 +12%
HH
1450
Hilltop Holdings
Texas
$786K -$74.6K -275 -9%