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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 %
CWP
1676
Capital Wealth Planning
Florida
$301K -$2.2K -9 -0.7%
RM
1677
Resource Management
Louisiana
$300K -$188K -770 -39%
LIM
1678
Leavell Investment Management
Alabama
$300K
EWM
1679
Endurance Wealth Management
Rhode Island
$300K
FRA
1680
Front Row Advisors
California
$298K +$760 +3 +0.3%
SNBOSCI
1681
Security National Bank of Sioux City Iowa
Iowa
$298K +$298K +1,221 New
PCG
1682
Private Capital Group
Connecticut
$297K -$22.9K -94 -7%
NGA
1683
Naples Global Advisors
Florida
$297K -$12.2K -50 -4%
PCA
1684
Peddock Capital Advisors
Massachusetts
$297K
FMC
1685
First Merchants Corp
Indiana
$296K -$27.6K -113 -9%
AWM
1686
AllSquare Wealth Management
New York
$295K +$3.66K +15 +1%
MAG
1687
MRA Advisory Group
New Jersey
$295K +$20.3K +83 +7%
RCG
1688
Rock Creek Group
District of Columbia
$295K +$169K +693 +135%
PCM
1689
Princeton Capital Management
New Jersey
$294K -$348K -1,425 -54%
JF
1690
JSF Financial
California
$293K -$68.4K -280 -19%
EVC
1691
Eidelman Virant Capital
Missouri
$292K -$695K -2,850 -70%
TWP
1692
Treybourne Wealth Planners
Indiana
$292K +$3.18K +13 +1%
WA
1693
Wealth Architects
California
$292K +$292K +1,195 New
BL
1694
Balentine LLC
Georgia
$291K -$150K -612 -34%
P
1695
&Partners
Tennessee
$290K -$1.46K -6 -0.5%
QCM
1696
Quantinno Capital Management
New York
$290K
SFG
1697
Sovereign Financial Group
Connecticut
$289K
ETCM
1698
Evolutionary Tree Capital Management
Virginia
$288K
SC
1699
Solstein Capital
California
$288K +$148K +607 +106%
FC
1700
Forte Capital
New York
$287K -$6.35K -26 -2%