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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 %
UAS
1701
United Asset Strategies
New York
$287K -$3.67K -15 -1%
NW
1702
NewEdge Wealth
Pennsylvania
$286K -$6.64M -27,184 -96%
FP
1703
Foundry Partners
Minnesota
$286K
JIC
1704
Joel Isaacson & Co
New York
$285K -$24.5K -100 -8%
HWA
1705
HCR Wealth Advisors
California
$284K +$10.7K +44 +4%
PCM
1706
Poehling Capital Management
Wisconsin
$284K +$12.2K +50 +4%
KPCM
1707
Kings Point Capital Management
New York
$283K +$24.9K +102 +10%
OFS
1708
Orrstown Financial Services
Pennsylvania
$282K -$89.6K -366 -24%
WP
1709
WealthPLAN Partners
Nebraska
$282K +$3.64K +15 +1%
CAI
1710
Capital Advisors Inc
Oklahoma
$281K +$281K +1,150 New
CFN
1711
Cordasco Financial Network
Florida
$278K
WP
1712
WMS Partners
Maryland
$278K +$1.22K +5 +0.4%
SHA
1713
Seneca House Advisors
Virginia
$278K +$13.4K +55 +5%
BB
1714
Busey Bank
Illinois
$276K -$37.1K -152 -12%
TCM
1715
Tufton Capital Management
Maryland
$274K +$15.8K +65 +6%
TWM
1716
Triton Wealth Management
Arizona
$272K -$33.2K -132 -11%
CWA
1717
Clarity Wealth Advisors
California
$272K
AP
1718
Americana Partners
Texas
$272K +$272K +1,275 New
CWM
1719
Circle Wealth Management
New Jersey
$271K
ACP
1720
Aviance Capital Partners
Florida
$271K +$271K +1,108 New
JCIA
1721
Jackson Creek Investment Advisors
Colorado
$271K +$271K +1,110 New
EP
1722
EPIQ Partners
Minnesota
$270K -$5.85K -24 -2%
BWAM
1723
Boyd Watterson Asset Management
Ohio
$269K -$179K -730 -40%
WIC
1724
Woodmont Investment Counsel
Tennessee
$269K +$24.5K +100 +10%
DA
1725
Doliver Advisors
Texas
$269K +$269K +1,102 New