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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 %
HCM
1476
Hengehold Capital Management
Ohio
$547K
GJIC
1477
Gamble Jones Investment Counsel
California
$546K -$36.6K -150 -6%
Fayez Sarofim & Co
1478
Fayez Sarofim & Co
Texas
$545K -$2.44K -10 -0.4%
EP
1479
Eudaimonia Partners
Tennessee
$544K +$2.69K +11 +0.5%
VFM
1480
Vivid Financial Management
California
$544K +$17.1K +70 +3%
TYCC
1481
Texas Yale Capital Corp
Florida
$543K
FWP
1482
FAS Wealth Partners
Kansas
$543K +$17.6K +72 +3%
SP
1483
Symmetry Partners
Connecticut
$542K
HR
1484
Hayden Royal
North Carolina
$536K +$68.4K +280 +15%
BDF
1485
Balasa Dinverno & Foltz
$531K +$105K +429 +25%
GA
1486
Geller Advisors
New York
$529K -$733 -3 -0.1%
IA
1487
IFG Advisors
Missouri
$527K +$1.22K +5 +0.2%
BFM
1488
Boston Financial Management
Massachusetts
$526K
AIM
1489
Anchor Investment Management
South Carolina
$524K +$34.4K +141 +7%
FP
1490
Fiduciary Planning
Florida
$523K -$1.34M -5,491 -72%
DBRC
1491
D.B. Root & Company
Pennsylvania
$523K +$523K +2,145 New
AWP
1492
Abacus Wealth Partners
California
$522K +$522K +2,138 New
HTHT
1493
Hemenway Trust Hemenway Trust
New Hampshire
$522K +$3.91K +16 +0.8%
OCM
1494
Ovata Capital Management
Hong Kong
$521K +$521K +2,134 New
WAM
1495
WNY Asset Management
New York
$518K +$144K +590 +38%
BA
1496
Bristlecone Advisors
Washington
$512K +$2.93K +12 +0.6%
NP
1497
NorthRock Partners
Minnesota
$510K +$175K +716 +52%
HJMC
1498
Hellman Jordan Management Company
Massachusetts
$509K -$169K -693 -25%
RMCM
1499
Reynders McVeigh Capital Management
Massachusetts
$509K +$11.2K +46 +2%
HIP
1500
HUB Investment Partners
Texas
$507K +$20.8K +85 +4%