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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 %
OPOWM
1626
One Plus One Wealth Management
Florida
$349K
KA
1627
Klingman & Associates
New York
$349K +$30.5K +125 +10%
CT
1628
Coastline Trust
Rhode Island
$347K
TWP
1629
Tower Wealth Partners
Pennsylvania
$347K
WAG
1630
Winthrop Advisory Group
Massachusetts
$345K
RIM
1631
Rockbridge Investment Management
New York
$344K +$977 +4 +0.3%
CI
1632
CX Institutional
Indiana
$343K -$1.68M -6,857 -83%
AOG
1633
Alpha Omega Group
Virginia
$342K +$98.1K +402 +40%
NIMI
1634
Natixis Investment Managers International
France
$341K -$9.04K -37 -3%
OIS
1635
Okabena Investment Services
Minnesota
$341K +$341K +1,394 New
EFG
1636
Everhart Financial Group
Ohio
$340K +$340K +1,392 New
BFA
1637
Beacon Financial Advisory
Ohio
$338K +$2.44K +10 +0.7%
GGS
1638
Galvin Gaustad & Stein
Arizona
$338K +$15.4K +63 +5%
CWM
1639
Connecticut Wealth Management
Connecticut
$337K -$137K -562 -29%
IIC
1640
Integrated Investment Consultants
Michigan
$336K +$19.8K +81 +6%
FAM
1641
Formidable Asset Management
Ohio
$335K -$6K -25 -2%
SG
1642
Somerset Group
Minnesota
$332K
LFA
1643
Legacy Financial Advisors
Kentucky
$332K +$91.4K +374 +38%
WCM
1644
Weik Capital Management
Pennsylvania
$331K +$331K +1,355 New
KW
1645
KWB Wealth
California
$330K
PP
1646
Pegasus Partners
Wisconsin
$329K +$17.8K +73 +6%
RIM
1647
Redwood Investment Management
Arizona
$328K
WIA
1648
Wealthstreet Investment Advisors
Texas
$327K -$4.11M -16,827 -93%
BOS
1649
Bingham Osborn & Scarborough
California
$327K +$327K +1,337 New
VNA
1650
Valley National Advisers
Pennsylvania
$326K -$1.22K -5 -0.4%