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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 %
CPWM
1676
Cypress Point Wealth Management
Texas
$418K
AP
1677
Arlington Partners
Alabama
$417K +$188K +693 +82%
RM
1678
Resource Management
Louisiana
$416K +$83.3K +307 +25%
MCM
1679
Mengis Capital Management
Oregon
$415K +$2.98K +11 +0.7%
DFA
1680
Delta Financial Advisors
Louisiana
$413K +$13.3K +49 +3%
NSIM
1681
North Star Investment Management
Illinois
$412K +$1.36K +5 +0.3%
HHGA
1682
Halbert Hargrove Global Advisors
California
$409K +$12.2K +45 +3%
CI
1683
CX Institutional
Indiana
$408K +$27.1K +100 +7%
NME
1684
Notis-McConarty Edward
$407K
SC
1685
Sierra Capital
Florida
$407K
OC
1686
Oakworth Capital
Alabama
$403K +$5.69K +21 +1%
NW
1687
NewEdge Wealth
Pennsylvania
$401K +$83.5K +308 +26%
GD
1688
Grandfield & Dodd
New York
$400K +$45.9K +170 +13%
CH
1689
Canton Hathaway
Rhode Island
$400K +$352K +1,298 +738%
BBW
1690
Blue Barn Wealth
Utah
$400K +$400K +1,474 New
NIM
1691
Northeast Investment Management
Massachusetts
$397K
VNA
1692
Valley National Advisers
Pennsylvania
$397K +$35.3K +130 +10%
TVAMP
1693
Tennessee Valley Asset Management Partners
Tennessee
$397K +$397K +1,462 New
TWA
1694
TCI Wealth Advisors
Arizona
$396K -$11.9K -44 -3%
FP
1695
Fiduciary Planning
Florida
$394K -$187K -689 -32%
QCIG
1696
Quad-Cities Investment Group
Iowa
$394K
RIM
1697
Rockbridge Investment Management
New York
$393K +$10.9K +40 +3%
CPWA
1698
Cerro Pacific Wealth Advisors
California
$390K -$2.44K -9 -0.6%
BTW
1699
Boston Trust Walden
Massachusetts
$390K
CL
1700
Choreo LLC
Illinois
$388K -$47.7K -176 -11%