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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 %
VC
1651
Veery Capital
Delaware
$325K -$488 -2 -0.2%
RIS
1652
Retirement Income Solutions
Michigan
$325K
ABTD
1653
Arvest Bank Trust Division
Oklahoma
$323K +$323K +1,322 New
WANY
1654
Wealthspire Advisors (New York)
New York
$322K -$6.88M -28,127 -96%
CCM
1655
Consolidated Capital Management
California
$322K
CAM
1656
Crestone Asset Management
Colorado
$322K +$29.5K +121 +10%
JPG
1657
Jordan Park Group
California
$322K +$322K +1,320 New
FFG
1658
Ford Financial Group
California
$321K
LNB
1659
Ledyard National Bank
$321K
MA
1660
MONECO Advisors
Connecticut
$321K +$4.15K +17 +1%
GD
1661
Grandfield & Dodd
New York
$320K +$488 +2 +0.2%
BAAM
1662
Baker Avenue Asset Management
California
$319K -$2.93K -12 -0.9%
JWM
1663
Jeppson Wealth Management
California
$318K +$1.71K +7 +0.5%
MC
1664
Machina Capital
France
$315K +$315K +1,291 New
PHS
1665
Pekin Hardy Strauss
Illinois
$314K
HIC
1666
Holderness Investments Company
North Carolina
$314K +$2.45K +10 +0.8%
DHFB
1667
Dixon Hubard Feinour & Brown
Virginia
$310K -$187K -767 -38%
RGC
1668
Roberts, Glore & Co
Illinois
$309K -$976 -4 -0.3%
NPA
1669
Nichols & Pratt Advisers
Massachusetts
$309K
SM
1670
Sciencast Management
New Jersey
$308K +$308K +1,250 New
NIG
1671
NFJ Investment Group
Texas
$307K +$307K +1,256 +62,800%
KWM
1672
Keebeck Wealth Management
Illinois
$305K +$65.5K +268 +27%
GAM
1673
Griffin Asset Management
New York
$304K -$22K -90 -7%
MSR
1674
Main Street Research
Connecticut
$304K -$16.1K -66 -5%
BA
1675
Bridgewater Associates
Connecticut
$303K +$303K +1,240 New