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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 %
PA
1501
Probity Advisors
Texas
$507K +$138K +567 +38%
OAM
1502
Occidental Asset Management
California
$503K
JHP
1503
James Hambro & Partners
United Kingdom
$501K
TCM
1504
TimesSquare Capital Management
New York
$501K +$501K +2,050 New
PFBT
1505
Parkside Financial Bank & Trust
Missouri
$497K +$40K +164 +9%
MIC
1506
Meridian Investment Counsel
California
$495K +$79.4K +325 +19%
AIC
1507
Archer Investment Corporation
Indiana
$495K
AWM
1508
Accel Wealth Management
Iowa
$490K
AC
1509
Alley Company
Illinois
$489K
HCM
1510
Hodges Capital Management
Texas
$489K +$122K +500 +33%
FPS
1511
Fieldpoint Private Securities
Connecticut
$488K +$44.8K +184 +10%
FFN
1512
Focus Financial Network
Minnesota
$486K +$5.62K +23 +1%
BW
1513
Bison Wealth
Georgia
$483K +$483K +1,979 New
CPW
1514
Catalyst Private Wealth
California
$482K -$83K -340 -15%
HWMA
1515
Heritage Wealth Management (Arizona)
Arizona
$481K +$481K +1,971 New
DC
1516
DeDora Capital
California
$480K +$2.2K +9 +0.5%
1CP
1517
17 Capital Partners
Arizona
$480K +$480K +1,963 New
GAMC
1518
Garner Asset Management Corp
Texas
$479K -$7.34K -30 -2%
PMAS
1519
PNC Managed Account Solutions
Texas
$478K +$478K +1,956 New
SAM
1520
Silvercrest Asset Management
New York
$476K +$9.04K +37 +2%
LIA
1521
LBMC Investment Advisors
Tennessee
$476K +$12.5K +51 +3%
BWP
1522
Baldwin Wealth Partners
Massachusetts
$474K
PCM
1523
Prelude Capital Management
New York
$473K -$5.04M -20,645 -91%
HCA
1524
Hyperion Capital Advisors
New York
$472K
GF
1525
Gabelli Funds
New York
$470K -$6.1K -25 -1%