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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 %
SXL
1651
Summit X LLC
Missouri
$435K
SQA
1652
Simon Quick Advisors
New Jersey
$435K +$16.8K +62 +4%
TCM
1653
Traynor Capital Management
Pennsylvania
$433K +$201K +740 +86%
BWP
1654
Baldwin Wealth Partners
Massachusetts
$432K -$95K -350 -18%
KA
1655
Klingman & Associates
New York
$432K +$44.7K +165 +12%
NPA
1656
Nichols & Pratt Advisers
Massachusetts
$432K +$83.9K +305 +24%
PHS
1657
Pekin Hardy Strauss
Illinois
$430K +$81.4K +300 +23%
SBL
1658
Sargent Bickham Lagudis
Colorado
$429K +$23.3K +86 +6%
IIC
1659
Integrated Investment Consultants
Michigan
$429K +$55.1K +203 +15%
GWM
1660
GSB Wealth Management
Connecticut
$428K -$63.2K -233 -13%
OPOWM
1661
One Plus One Wealth Management
Florida
$428K +$40.7K +150 +10%
DHFB
1662
Dixon Hubard Feinour & Brown
Virginia
$428K +$83.8K +309 +24%
CBT
1663
CoreFirst Bank & Trust
Kansas
$426K
WCM
1664
Wedge Capital Management
North Carolina
$426K +$24.1K +89 +6%
HWA
1665
Heritage Wealth Advisors
Virginia
$425K
AP
1666
Appleton Partners
Massachusetts
$424K +$9.77K +36 +2%
CCA
1667
Cobblestone Capital Advisors
New York
$423K -$4.34K -16 -1%
KW
1668
KWB Wealth
California
$423K
PPP
1669
Private Portfolio Partners
New Jersey
$422K +$10K +37 +2%
SIM
1670
SSI Investment Management
California
$422K
PCFFS
1671
Pacific Center for Financial Services
California
$422K +$383K +1,412 +981%
ICM
1672
Islay Capital Management
Texas
$420K +$31.2K +115 +8%
FCBT
1673
First Citizens Bank & Trust
North Carolina
$419K -$3.25K -12 -0.8%
WWP
1674
Waypoint Wealth Partners
California
$419K
SAM
1675
Secure Asset Management
Michigan
$418K -$4.06K -15 -1%