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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 %
PP
1576
PDS Planning
Ohio
$392K +$75.8K +310 +24%
WPC
1577
Waters Parkerson & Co
Louisiana
$392K +$88.9K +364 +29%
KCPG
1578
Kavar Capital Partners Group
Kansas
$391K
MC
1579
Maverick Capital
Texas
$391K +$391K +1,601 New
SWP
1580
Strategic Wealth Partners
Ohio
$390K -$13.4K -55 -3%
TIAM2
1581
Tru Independence Asset Management 2
Oregon
$390K +$36.4K +149 +10%
CCA
1582
Cobblestone Capital Advisors
New York
$385K -$13.9K -57 -3%
CAM
1583
Carret Asset Management
New York
$385K +$385K +1,575 New
HWA
1584
Heritage Wealth Advisors
Virginia
$383K -$57.4K -235 -13%
CBT
1585
CoreFirst Bank & Trust
Kansas
$383K
SIM
1586
SSI Investment Management
California
$382K -$1.71K -7 -0.4%
SAM
1587
Secure Asset Management
Michigan
$381K +$138K +564 +57%
FCBT
1588
First Citizens Bank & Trust
North Carolina
$380K -$68.1K -279 -15%
AWE
1589
Avidian Wealth Enterprises
Texas
$380K +$57.9K +237 +18%
MFP
1590
Meridian Financial Partners
Virginia
$380K +$76.8K +320 +25%
CB
1591
CNB Bank
Pennsylvania
$378K +$489 +2 +0.1%
CT
1592
Chicago Trust
Illinois
$378K +$378K +1,549 New
WWP
1593
Waypoint Wealth Partners
California
$377K -$367K -1,502 -49%
CPWM
1594
Cypress Point Wealth Management
Texas
$377K
SQA
1595
Simon Quick Advisors
New Jersey
$377K +$51.5K +211 +16%
WA
1596
Waverly Advisors
Alabama
$377K +$139K +554 +59%
CSA
1597
Cottage Street Advisors
Massachusetts
$376K +$134K +550 +56%
CQS
1598
Credential Qtrade Securities
$375K +$42.3K +173 +13%
AP
1599
Appleton Partners
Massachusetts
$373K -$66.5K -272 -15%
MCG
1600
MACRO Consulting Group
New Jersey
$372K +$12.4K +51 +3%