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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 %
1W
1601
1776 Wealth
Georgia
$372K +$24.4K +100 +7%
PPP
1602
Private Portfolio Partners
New Jersey
$371K -$6.11K -25 -2%
MCM
1603
Mengis Capital Management
Oregon
$371K -$22K -90 -6%
NSIM
1604
North Star Investment Management
Illinois
$370K +$166K +680 +82%
NICM
1605
Neo Ivy Capital Management
New York
$369K -$9.53K -39 -3%
TWA
1606
TCI Wealth Advisors
Arizona
$367K +$12.7K +52 +4%
NME
1607
Notis-McConarty Edward
$366K
SC
1608
Sierra Capital
Florida
$366K
SBL
1609
Sargent Bickham Lagudis
Colorado
$365K +$5.37K +22 +1%
FAT
1610
First American Trust
California
$364K +$364K +1,490 New
WCM
1611
Wedge Capital Management
North Carolina
$362K +$362K +1,482 New
CCMW
1612
Cypress Capital Management (Wyoming)
Wyoming
$360K -$22.3K -91 -6%
DFA
1613
Delta Financial Advisors
Louisiana
$360K +$102K +416 +39%
OC
1614
Oakworth Capital
Alabama
$358K +$10.5K +43 +3%
NIM
1615
Northeast Investment Management
Massachusetts
$358K +$12.2K +50 +4%
HHGA
1616
Halbert Hargrove Global Advisors
California
$358K +$33.7K +138 +10%
OWA
1617
Opal Wealth Advisors
New York
$358K +$61.6K +252 +21%
BO
1618
BRR OpCo
Ohio
$356K -$252K -1,034 -41%
GLA
1619
Good Life Advisors
Pennsylvania
$356K -$119K -488 -25%
QCIG
1620
Quad-Cities Investment Group
Iowa
$355K -$1.22K -5 -0.3%
CPWA
1621
Cerro Pacific Wealth Advisors
California
$354K +$354K +1,448 New
NAS
1622
Nicolet Advisory Services
Wisconsin
$352K +$96.1K +393 +38%
BTW
1623
Boston Trust Walden
Massachusetts
$351K
ICM
1624
Islay Capital Management
Texas
$350K -$101K -413 -22%
LA
1625
LexAurum Advisors
Kansas
$349K -$24.4K -100 -7%