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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 %
CFG
1451
Citizens Financial Group
Rhode Island
$580K -$48.8K -200 -8%
CFG
1452
Cooper Financial Group
California
$580K -$33K -135 -5%
AWM
1453
Aevitas Wealth Management
Massachusetts
$579K +$56.2K +230 +11%
ACH
1454
ArrowMark Colorado Holdings
Colorado
$576K -$1.05M -4,316 -65%
TWM
1455
Tradition Wealth Management
Minnesota
$576K -$126K -517 -18%
DJYG
1456
David J. Yvars Group
Florida
$574K
CF
1457
Copperwynd Financial
Arizona
$569K +$82.8K +339 +17%
EWM
1458
Empirical Wealth Management
Washington
$566K +$68.9K +282 +14%
WWM
1459
Windsor Wealth Management
Indiana
$566K +$195K +798 +53%
KP
1460
Keel Point
Alabama
$565K +$11.5K +47 +2%
HI
1461
Hoey Investments
Pennsylvania
$564K -$218K -894 -28%
CAGAS
1462
Capital Advisory Group Advisory Services
Minnesota
$562K -$48.6K -199 -8%
PA
1463
Parkside Advisors
California
$562K
GSBTD
1464
Glenview State Bank Trust Department
Illinois
$562K
SAM
1465
Sequent Asset Management
Texas
$561K +$244 +1 +0%
DIM
1466
Delta Investment Management
California
$560K +$8.07K +33 +1%
RWP
1467
RWA Wealth Partners
Massachusetts
$558K -$15.4K -63 -3%
SHWM
1468
Silicon Hills Wealth Management
Texas
$558K -$1.22K -5 -0.2%
MCA
1469
Magnolia Capital Advisors
Mississippi
$556K +$23.7K +97 +4%
SC
1470
Saturna Capital
Washington
$555K +$95.2K +390 +21%
AWM
1471
Atticus Wealth Management
Florida
$549K -$14.7K -60 -3%
SWA
1472
Sutton Wealth Advisors
Florida
$548K +$23.9K +98 +5%
BS
1473
Boenning & Scattergood
Pennsylvania
$548K -$176K -720 -24%
WOC
1474
West Oak Capital
California
$548K
WCM
1475
WealthBridge Capital Management
Ohio
$548K +$489 +2 +0.1%