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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 %
SCA
1501
Stonebridge Capital Advisors
Minnesota
$664K +$489K +1,803 +280%
CA
1502
Calton & Associates
Florida
$663K -$45K -166 -6%
CA
1503
Crumly & Associates
Illinois
$660K -$40.1K -148 -6%
XF
1504
XML Financial
Maryland
$658K +$156K +575 +31%
SCG
1505
Sonata Capital Group
Washington
$656K -$248K -916 -27%
FFC
1506
First Financial Corp
Indiana
$656K -$7.87K -29 -1%
SCA
1507
Sassicaia Capital Advisers
New York
$651K +$651K +2,400 New
HCM
1508
Harvey Capital Management
Florida
$650K
AA
1509
Ancora Advisors
Ohio
$650K +$5.15K +19 +0.8%
FWP
1510
FAS Wealth Partners
Kansas
$648K +$45.8K +169 +8%
DJYG
1511
David J. Yvars Group
Florida
$647K
KP
1512
Keel Point
Alabama
$647K +$19.5K +72 +3%
EP
1513
Eudaimonia Partners
Tennessee
$646K +$41.5K +153 +7%
BPCA
1514
Bank Pictet & Cie (Asia)
Singapore
$641K +$388K +1,430 +153%
AWM
1515
Aevitas Wealth Management
Massachusetts
$640K -$2.17K -8 -0.3%
SFG
1516
Sovereign Financial Group
Connecticut
$640K +$270K +996 +73%
SWA
1517
Sutton Wealth Advisors
Florida
$634K +$25.2K +93 +4%
EWA
1518
Evolution Wealth Advisors
Florida
$633K +$604K +2,228 +2,082%
TC
1519
TwinBeech Capital
New York
$632K -$5.88M -21,680 -90%
PA
1520
Parkside Advisors
California
$632K +$8.41K +31 +1%
SAM
1521
Sequent Asset Management
Texas
$631K +$8.14K +30 +1%
HCM
1522
Hillman Capital Management
Maryland
$629K +$334K +1,231 +113%
AIM
1523
Anchor Investment Management
South Carolina
$629K +$46.9K +173 +8%
HI
1524
Hoey Investments
Pennsylvania
$628K +$2.44K +9 +0.4%
DIM
1525
Delta Investment Management
California
$628K +$7.05K +26 +1%