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Salesforce

1,972 hedge funds and large institutions have $151B invested in Salesforce in 2021 Q1 according to their latest regulatory filings, with 184 funds opening new positions, 963 increasing their positions, 648 reducing their positions, and 170 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,972
Holders Change
-6
Holders Change %
-0.3%
% of All Funds
34.72%
Holding in Top 10
79
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-9.2%
% of All Funds
1.39%
New
184
Increased
963
Reduced
648
Closed
170
Calls
$5.95B
Puts
$7.12B
Net Calls
-$1.18B
Net Calls Change
+$585M
Name Holding Trade Value Shares
Change
Shares
Change %
CCA
1576
Childress Capital Advisors
Texas
$347K +$204K +962 +142%
CCA
1577
Cobblestone Capital Advisors
New York
$346K
RT
1578
Rockland Trust
Massachusetts
$345K +$18.2K +86 +6%
PFA
1579
Pathway Financial Advisors
Vermont
$343K
MCM
1580
Mengis Capital Management
Oregon
$341K +$341K +1,611 New
SXL
1581
Summit X LLC
Missouri
$339K -$61.4K -290 -15%
KCPG
1582
Kavar Capital Partners Group
Kansas
$339K +$21.2K +100 +7%
TF
1583
Tompkins Financial
New York
$338K
BCM
1584
Brookstone Capital Management
Illinois
$334K -$596K -2,813 -64%
OFS
1585
Orrstown Financial Services
Pennsylvania
$332K -$49.4K -226 -13%
SIM
1586
SSI Investment Management
California
$332K -$212 -1 -0.1%
CBT
1587
CoreFirst Bank & Trust
Kansas
$332K
CCMW
1588
Cypress Capital Management (Wyoming)
Wyoming
$331K +$7.41K +35 +2%
KW
1589
KWB Wealth
California
$330K +$84.7K +400 +35%
NICM
1590
Neo Ivy Capital Management
New York
$328K +$113K +535 +53%
WAM
1591
WNY Asset Management
New York
$328K +$328K +1,535 New
PPP
1592
Private Portfolio Partners
New Jersey
$327K +$13.8K +65 +4%
CB
1593
CNB Bank
Pennsylvania
$327K -$6.56K -31 -2%
CPWM
1594
Cypress Point Wealth Management
Texas
$327K +$327K +1,543 New
LA
1595
LexAurum Advisors
Kansas
$324K -$4.24K -20 -1%
WWM
1596
Windsor Wealth Management
Indiana
$322K +$56K +264 +21%
PA
1597
Probity Advisors
Texas
$320K +$320K +1,510 New
TNA
1598
True North Advisors
Texas
$319K -$69.1K -327 -18%
NME
1599
Notis-McConarty Edward
$318K
HCM
1600
Hodges Capital Management
Texas
$318K +$318K +1,500 New