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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 %
BCM
1601
Bridgeway Capital Management
Texas
$515K
GSEP
1602
Golden State Equity Partners
California
$515K +$515K +1,896 New
MFG
1603
Magnus Financial Group
New York
$512K +$27.1K +100 +6%
EWM
1604
Evermay Wealth Management
Virginia
$510K -$186K -686 -27%
AIS
1605
AM Investment Strategies
Tennessee
$508K -$4.07K -15 -0.8%
RPWA
1606
Regent Peak Wealth Advisors
Georgia
$506K -$1.36K -5 -0.3%
CCA
1607
Childress Capital Advisors
Texas
$505K -$7.05K -26 -1%
ESCM
1608
Echo Street Capital Management
New York
$500K -$632K -2,328 -56%
FPS
1609
Fieldpoint Private Securities
Connecticut
$500K -$43.4K -160 -8%
ICG
1610
InterOcean Capital Group
Tennessee
$495K -$322K -1,187 -39%
TCM
1611
Tradewinds Capital Management
Washington
$493K
LIM
1612
Leavell Investment Management
Alabama
$492K +$108K +397 +28%
CAM
1613
Crestone Asset Management
Colorado
$492K +$134K +496 +38%
CCP
1614
Cardan Capital Partners
Colorado
$491K
CAM
1615
CenterStar Asset Management
Illinois
$490K -$768K
CAM
1616
Cubic Asset Management
Massachusetts
$488K
1W
1617
1776 Wealth
Georgia
$487K +$73.8K +272 +18%
PB
1618
Pinnacle Bancorp
Nebraska
$484K -$12.8K -47 -3%
RB
1619
Renasant Bank
Mississippi
$484K -$2.44K -9 -0.5%
NWA
1620
New World Advisors
Massachusetts
$481K +$481K +1,643 New
FA
1621
Financial Avengers
California
$478K
NAS
1622
Nicolet Advisory Services
Wisconsin
$478K +$88.3K +326 +23%
DWA
1623
Dougherty Wealth Advisers
Minnesota
$477K
JFA
1624
JNBA Financial Advisors
Minnesota
$476K +$38.3K +141 +9%
MG
1625
Markel Group
Virginia
$475K