CRM icon

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 %
VA
1476
Valmark Advisers
Ohio
$726K +$52.3K +193 +8%
TFO
1477
Tarbox Family Office
California
$720K -$271 -1 -0%
TWM
1478
Tradition Wealth Management
Minnesota
$715K +$75.9K +280 +12%
FAM
1479
Fulcrum Asset Management
United Kingdom
$714K
SWA
1480
SOA Wealth Advisors
New York
$713K +$271 +1 +0%
WAM
1481
WNY Asset Management
New York
$713K +$136K +502 +24%
GI
1482
Gradient Investments
Minnesota
$710K +$2.71K +10 +0.4%
SCI
1483
S&CO Inc
Massachusetts
$709K
PFM
1484
Parsec Financial Management
North Carolina
$709K +$709K +2,289 New
CF
1485
Copperwynd Financial
Arizona
$708K +$76.2K +281 +12%
HJMC
1486
Hellman Jordan Management Company
Massachusetts
$703K +$138K +510 +24%
JC
1487
JB Capital
Connecticut
$703K +$703K +2,591 New
PNC
1488
Park National Corp
Ohio
$702K -$9.48K -35 -1%
GA
1489
Geller Advisors
New York
$699K +$112K +415 +19%
IGGA
1490
Iron Gate Global Advisors
Utah
$695K -$3.26K -12 -0.5%
QI
1491
Qtron Investments
Massachusetts
$694K +$210K +773 +43%
CIAS
1492
Capital Investment Advisory Services
North Carolina
$682K -$163K -602 -19%
CFG
1493
Cooper Financial Group
California
$679K +$35.8K +132 +6%
GWM
1494
Greenwich Wealth Management
Connecticut
$678K +$437K +1,612 +182%
TA
1495
TFG Advisers
Michigan
$672K +$25.2K +93 +4%
CCM
1496
CAAS Capital Management
New York
$672K +$672K +2,476 New
CAGAS
1497
Capital Advisory Group Advisory Services
Minnesota
$669K +$45.3K +167 +7%
KFI
1498
Key Financial Inc
Pennsylvania
$668K +$2.99K +11 +0.4%
GRP
1499
Global Retirement Partners
California
$667K +$4.07K +15 +0.6%
WWM
1500
Windsor Wealth Management
Indiana
$667K +$29.5K +107 +5%