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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 %
AWA
1576
Arete Wealth Advisors
Illinois
$538K +$33.9K +125 +7%
CG
1577
Corundum Group
Colorado
$538K +$37.1K +137 +7%
SAS
1578
Stelac Advisory Services
New York
$536K -$301K -1,109 -36%
CPW
1579
Catalyst Private Wealth
California
$536K +$542 +2 +0.1%
GWM
1580
Geneos Wealth Management
Colorado
$536K +$82K +298 +18%
DC
1581
DeDora Capital
California
$535K +$2.44K +9 +0.5%
1CP
1582
17 Capital Partners
Arizona
$533K +$542 +2 +0.1%
GAMC
1583
Garner Asset Management Corp
Texas
$531K
GCP
1584
GSA Capital Partners
United Kingdom
$531K +$531K +1,956 New
MIC
1585
Meridian Investment Counsel
California
$528K -$21.4K -79 -4%
AFM
1586
Andesa Financial Management
Pennsylvania
$527K -$122K -449 -19%
SICM
1587
Sustainable Insight Capital Management
New York
$526K +$40.7K +150 +8%
HCA
1588
Hyperion Capital Advisors
New York
$525K
SIM
1589
Sonora Investment Management
Arizona
$525K +$49.9K +184 +11%
GF
1590
Gabelli Funds
New York
$522K
FNBOH
1591
First National Bank of Hutchinson
Kansas
$522K +$814 +3 +0.2%
MAM
1592
Magellan Asset Management
Australia
$522K +$12.2K +45 +2%
VWA
1593
Visionary Wealth Advisors
Illinois
$521K -$167K -616 -24%
ACM
1594
Advisors Capital Management
New Jersey
$521K +$30.7K +113 +6%
RGC
1595
Roberts, Glore & Co
Illinois
$520K +$176K +650 +51%
JF
1596
JSF Financial
California
$520K +$195K +717 +60%
VWM
1597
Venturi Wealth Management
Texas
$518K -$146K -537 -22%
BAM
1598
Blueshift Asset Management
New Jersey
$518K +$518K +1,910 New
TC
1599
Truvestments Capital
Florida
$517K +$25.2K +93 +5%
DI
1600
DFPG Investments
Utah
$516K -$424K -1,462 -45%