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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 %
ISWM
1551
Independent Solutions Wealth Management
New York
$434K +$168K +686 +63%
CMI
1552
Clare Market Investments
Texas
$434K +$25.6K +105 +6%
DWA
1553
Dougherty Wealth Advisers
Minnesota
$430K
FA
1554
Financial Avengers
California
$430K
SIM
1555
Sonora Investment Management
Arizona
$428K +$7.33K +30 +2%
MG
1556
Markel Group
Virginia
$428K +$428K +1,753 New
ICP
1557
Interchange Capital Partners
Pennsylvania
$422K -$34.2K -140 -7%
CIP
1558
Convergence Investment Partners
Florida
$420K -$21.7K -89 -5%
CFO
1559
CVA Family Office
Colorado
$420K +$307K +1,254 +270%
TFCP
1560
Twin Focus Capital Partners
Massachusetts
$417K +$417K +1,708 New
WA
1561
WBH Advisory
Maryland
$412K -$7.44K -30 -2%
MWM
1562
Mattern Wealth Management
Kansas
$412K -$5K -21 -1%
GWM
1563
Geneos Wealth Management
Colorado
$409K -$607K -2,448 -60%
NJBEST
1564
New Jersey Better Educational Savings Trust
New Jersey
$405K
JGIA
1565
Jackson Grant Investment Advisers
Connecticut
$404K -$73.2K -300 -15%
DL
1566
DOHJ LLC
Washington
$402K -$733 -3 -0.2%
RT
1567
Rockland Trust
Massachusetts
$399K
CWP
1568
Curated Wealth Partners
California
$398K -$6.11K -25 -2%
SF
1569
Summit Financial
New Jersey
$397K +$397K +1,626 New
WRM
1570
Weybosset Research & Management
Rhode Island
$397K +$36.6K +150 +10%
NFSG
1571
Newbridge Financial Services Group
Florida
$395K -$12K -49 -3%
JFA
1572
JNBA Financial Advisors
Minnesota
$394K +$42.7K +175 +12%
TNA
1573
True North Advisors
Texas
$393K +$24.4K +100 +7%
CL
1574
Choreo LLC
Illinois
$393K +$114K +466 +41%
SXL
1575
Summit X LLC
Missouri
$392K +$489 +2 +0.1%