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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 %
BFM
1551
Boston Financial Management
Massachusetts
$584K
HTHT
1552
Hemenway Trust Hemenway Trust
New Hampshire
$583K +$4.07K +15 +0.7%
PFBT
1553
Parkside Financial Bank & Trust
Missouri
$580K +$27.9K +103 +5%
WCM
1554
WealthBridge Capital Management
Ohio
$577K -$30.6K -113 -5%
VF
1555
Virtu Financial
New York
$571K +$571K +2,106 New
MWM
1556
Modera Wealth Management
New Jersey
$570K +$570K +2,101 New
AWM
1557
Atticus Wealth Management
Florida
$569K -$40.1K -148 -7%
HIP
1558
HUB Investment Partners
Texas
$567K +$3.53K +13 +0.6%
PFGIA
1559
Patriot Financial Group Insurance Agency
Massachusetts
$565K +$81.3K +300 +17%
AIA
1560
Angeles Investment Advisors
California
$565K +$565K +2,085 New
OPWM
1561
Oxinas Partners Wealth Management
Indiana
$564K -$143K -528 -20%
JHP
1562
James Hambro & Partners
United Kingdom
$556K
ISWM
1563
Independent Solutions Wealth Management
New York
$555K +$72.7K +268 +15%
CAM
1564
Carret Asset Management
New York
$554K +$127K +469 +30%
FFN
1565
Focus Financial Network
Minnesota
$554K +$13.6K +50 +3%
FSA
1566
Fort Sheridan Advisors
Illinois
$551K +$40.1K +148 +8%
AIC
1567
Archer Investment Corporation
Indiana
$551K +$1.36K +5 +0.2%
PP
1568
PDS Planning
Ohio
$550K +$115K +423 +26%
5L
1569
55I LLC
Massachusetts
$550K +$550K +2,029 New
AWM
1570
Accel Wealth Management
Iowa
$547K +$1.9K +7 +0.3%
MFP
1571
Meridian Financial Partners
Virginia
$545K +$94.4K +332 +21%
HCM
1572
Hodges Capital Management
Texas
$542K
AC
1573
Alley Company
Illinois
$542K
MP
1574
McDonald Partners
Ohio
$541K +$42.9K +158 +9%
BW
1575
Bison Wealth
Georgia
$538K +$1.63K +6 +0.3%