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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 %
WRM
1626
Weybosset Research & Management
Rhode Island
$475K +$33.9K +125 +8%
TFCP
1627
Twin Focus Capital Partners
Massachusetts
$474K +$10.3K +38 +2%
MSR
1628
Main Street Research
Connecticut
$471K +$134K +495 +40%
MWM
1629
Mattern Wealth Management
Kansas
$469K
HWMA
1630
Heritage Wealth Management (Arizona)
Arizona
$468K -$66.4K -245 -12%
KCPG
1631
Kavar Capital Partners Group
Kansas
$465K +$30.9K +114 +7%
WIC
1632
Whitegate Investment Counselors
New Hampshire
$464K +$213K +785 +85%
VC
1633
Veery Capital
Delaware
$460K +$99.2K +366 +27%
CIP
1634
Convergence Investment Partners
Florida
$459K -$7.32K -27 -2%
HR
1635
Hayden Royal
North Carolina
$455K -$139K -514 -23%
IWA
1636
IVC Wealth Advisors
Pennsylvania
$455K +$455K +1,677 New
NJBEST
1637
New Jersey Better Educational Savings Trust
New Jersey
$449K
JGIA
1638
Jackson Grant Investment Advisers
Connecticut
$449K
BB
1639
Busey Bank
Illinois
$449K +$142K +524 +46%
ICP
1640
Interchange Capital Partners
Pennsylvania
$448K -$19.8K -73 -4%
RT
1641
Rockland Trust
Massachusetts
$448K +$5.42K +20 +1%
AWE
1642
Avidian Wealth Enterprises
Texas
$447K +$25.2K +93 +6%
EFG
1643
Everhart Financial Group
Ohio
$444K +$66.5K +245 +18%
CWM
1644
Connecticut Wealth Management
Connecticut
$443K +$69.2K +255 +19%
CWP
1645
Curated Wealth Partners
California
$442K +$271 +1 +0.1%
WA
1646
Waverly Advisors
Alabama
$440K -$13K -43 -3%
NFSG
1647
Newbridge Financial Services Group
Florida
$439K +$542 +2 +0.1%
SF
1648
Symphony Financial
Texas
$437K -$269K -992 -38%
LFA
1649
Legacy Financial Advisors
Kentucky
$436K +$68K +251 +18%
WPC
1650
Waters Parkerson & Co
Louisiana
$435K